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Compounding Quality

@QCompounding

Dec 24

Those who keep learning keep rising in life.

Here are 27 book recommendations by Warren Buffett from

1. Shoe Dog — Phil Knight

Buffett: “The best book I read last year. Phil is a gifted storyteller.” kevinrooke.com

2. Poor Charlie’s Almanack — Charlie Munger

Buffett: “This book is something of a publishing miracle—never advertised, yet year after year selling many thousands of copies from its Internet site.”

3. The Outsiders — William Thorndike

Buffett: “An outstanding book about CEOs who excelled at capital allocation.”

Read 28 tweets

Compounding Quality

@QCompounding

Dec 21

15 Books That Turn Normal Investors Into Professionals:

1. One Up on Wall Street – Peter Lynch

Peter Lynch turned $18 million into $14 billion by keeping it simple.

He believed the best investment ideas start in your daily life: the stores you shop at, the brands you love.

2. The Intelligent Investor – Benjamin Graham

This book is the foundation of everything.

This is where Warren Buffett learned about “Mr. Market” and the difference between price and value.

It teaches you how to invest rationally when everyone else is losing their mind.

3. Security Analysis – Graham & Dodd

Is this book dense? Yes. But worth every page.

It’s the blueprint for analyzing businesses from the ground up: income statements, balance sheets, and valuations.

If you can read this book, you’ll never look at a stock the same way again.

Read 15 tweets

Compounding Quality

@QCompounding

Dec 17

I’ve spent years reading hundreds of books on investing, risk, and decision-making

These are my all-time favorite books per theme:

1. Investment classics: Stocks for the Long Run — Jeremy Siegel

This book is a data-driven masterpiece proving why stocks remain the best long-term asset.

Siegel’s research makes one thing clear: time in the market beats timing the market.

2. Quality investing: Only the Best Will Do — Peter Seilern

Seilern argues that excellence, not cheapness, drives true compounding.

It’s a playbook for owning resilient, high-quality companies through thick and thin.

Read 9 tweets

Compounding Quality

@QCompounding

Dec 14

10 Quality Stocks to Own Forever

1. MSCI

2. Lifco

3. Sanlorenzo

Read 12 tweets

Compounding Quality

@QCompounding

Dec 13

American Hedge Fund billionaire Bill Ackman is a learning machine

"You can learn investing by reading books."

Here are his 9 favorite investing books everyone should read:

1. Security Analysis

This book is a valuation masterclass.

"The stock market is a voting machine in the short run and a weighing machine in the long run."

2. Quality of Earnings

This book shows the importance of examining a company's financial statements and earnings to determine their true quality and reliability

Read 12 tweets

Compounding Quality

@QCompounding

Dec 13

The best slide deck ever?

J.P. Morgan's 'Guide to the Markets'

Here are the top 10 charts every investor should see right now.

1️⃣ The S&P 500 Always Comes Back

This chart shows the S&P 500 from 1997 to 2025.

Since the 2009 low, the index is up more than +900% at its peak.

Even after drops of -34% (COVID) and -25% (2022), prices made new highs.

2️⃣ Valuation Predicts Long-Term Returns (Not Short-Term)

For 1-year returns, valuation explains almost nothing (R² = 5%).

For 5-year returns, valuation matters much more (R² = 30%).

At today’s valuation, history points to lower long-term returns than when markets were cheap.

Read 13 tweets

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