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Compounding Quality Profile picture
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Dec 7 • 8 tweets • 2 min read
Looking for investment inspiration?

Here you can find the top 10 positions of some of the best investors in the world.

1. Terry Smith (Fundsmith): Image
2. Chuck Akre: Image
3. Polen Focus Growth Fund: Image
4. Smithson (small- and mid cap fund of Terry Smith): Image
5. Torray Fund: Image
6. Jensen Quality Growth: Image
7. Lindsell Train: Image
The end.

▪️ Each Tuesday we share 5 investment insights
▪️ Each Thursday we publish a deeper investment article

Start your journey here:
qualitycompounding.substack.com/p/my-quality-i…

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More from @QCompounding

Compounding Quality Profile picture
Dec 4
Nick Sleep is one of the greatest investors of all time.

People who invested with him achieved a yearly return of 20.8% (!).

We read all his annual letters and summarized them in 15 essential investment lessons ⬇️⬇️⬇️
1. Start with the business model

Make sure you understand how a company makes money.

Invest in companies which have a good business model that have had success in the past. The best business models don’t change much over time.
2. Think on the long term

Would you buy a house if you only wanted to live in it for a few weeks? No. The same goes for stocks.

Only buy a stock when you’d be perfectly happy to hold it if the market would shut down for 10 years.
Read 18 tweets
Compounding Quality Profile picture
Dec 3
🧵 Ratios can help you a lot to analyze a company.

Do you want to look at the healthiness of the balance sheet, valuation or profitability?

Look at these 12 ratios to improve your investment success ⬇️ Image
We will split this thread in 5 parts:

1. Healthiness of the balance sheet
2. Capital allocation and intensity
3. Profitability
4. Valuation
5. Growth
Part 1: Healthiness of the balance sheet

As an investor, you want to buy companies with a healthy balance sheet.

A good balance sheet gives flexibility and reduces the risk that a company will have financial problems.
Read 19 tweets
Compounding Quality Profile picture
Dec 1
🏆🧵 15 Visuals that will make you a better investor.

1. 120 years of stock market history in one chart:
2. The longer your investment horizon the better:
3. Don't worry. Just focus on the long term:
Read 16 tweets
Compounding Quality Profile picture
Nov 27
🥇🧵 20 Most-owned stocks by superinvestors

Do you want to outperform the market? Learn from the best investors in the world.

Here you can find the 20 stocks that are owned by superinvestors like Warren Buffett, Li Lu, Terry Smith and many more ⬇️
Company 1: Alphabet ($GOOGL)

Google has a monopoly in digital advertisements. Munger once stated that $GOOGL has one of the widest moats he has ever seen.

- Profit Margin: 29.5%
- ROIC: 23.9%
- Earnings Yield: 5.3%
- Exp. yearly EPS Growth (3 yr): 12.4%
- CAGR since IPO: 22.7%
Company 2: Microsoft ($MSFT)

Microsoft operates as a software company. Word, Excel … are all applications of $MSFT. Their cloud segment grows very fast.

- Profit Margin: 36.7%
- ROIC: 28.1%
- Earnings Yield: 4.0%
- Exp. yearly EPS Growth (3 yr): 12.7%
- CAGR since IPO: 22.7%
Read 23 tweets
Compounding Quality Profile picture
Nov 23
🥇 Learn 5 things about the stock market in less than 5 minutes:

1️⃣ Stocks are less risky than bonds

In the long run, stocks are less risky than bonds. Image
2️⃣ How to measure success:

Success is way more than your salary and job title.

Focus on what matters to you. Image
3️⃣The power of consistency.

"I read Barron's for 50 years. In 50 years I found one investment opportunity in Barron's out of which I made $80 million with almost no risk." - Charlie Munger Image
Read 6 tweets
Compounding Quality Profile picture
Nov 20
📚🧵Charlie Munger is one of the most intelligent men in the investment world.

We can all learn a lot from Charlie Munger.

Here are Charlie's 100 best investment quotes full of (investment) wisdom ⬇️⬇️ Image
1. Investing is where you find a few great companies and then sit on your ass.

2. The big money is not in buying or selling, but in the waiting.
3. Like Warren, I had a considerable passion to get rich, not because I wanted Ferrari's - I wanted the independence. I desperately wanted it.

4. We have a passion for keeping things simple.
Read 60 tweets

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