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Compounding Quality Profile picture
@QCompounding
Apr 29, 2024 • 12 tweets • 3 min read • Read on X
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10 Must-Read Books Before You Turn 30:

1. The Art Of War Image
2. How to Fail at Almost Everything and Still Win Big Image
3. Surrounded by Idiots Image
4. The Psychology Of Money Image
5. Blink Image
6. Emotional Intelligence Image
7. Atomic Habits Image
8. The Art of Reading Minds Image
9. How To Be Interesting Image
10. Master Your Emotions Image
Can't get enough?

Here is my free course with 50 examples of Quality Stocks: compounding-quality.ck.page/afee7ce56b
BONUS The Art of Quality Investing

A book that outlines the entire investment philosophy of Compounding Quality

It's available on Amazon Image

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More from @QCompounding

Compounding Quality Profile picture
Jul 14
Mental Models Every Investor Should Use

Want to think like Buffett, Munger, and Dalio?

Here are 9 timeless mental models for investors: Image
1. First Principles Thinking

Break problems down to their fundamental truths.

Instead of copying others, ask:
- What do I know for sure?
- What must be true for this investment to work?

Great for cutting through hype. Image
2. Opportunity Cost

Every dollar you invest in X can’t go into Y.

Ask yourself:
"Is this the highest and best use of my capital?"

Missing great opportunities often hurts more than capitalizing on bad ones.

Visual by @napkinfinance Image
Read 12 tweets
Compounding Quality Profile picture
Jul 12
Markets are smart. But are they *too* smart? 📈

The Efficient Market Hypothesis says you can't beat the market.

Let’s break down what that really means (and why it matters). Image
1. What is the Efficient Market Hypothesis? Image
2. 3 forms of EMH Image
Read 11 tweets
Compounding Quality Profile picture
Jul 10
Chuck Akre is one of the greatest investors you’ve never heard of.

His focus? “Compounding machines.”

Here are the top 10 stocks he's betting on: Image
1. $MA – Mastercard: 17.6% of the Portfolio

Mastercard runs one of the world’s largest payment networks, powering trillions in global transactions.

Its business model is capital-light with incredibly high margins.

Akre loves it for its dominant network effects. Image
2. $ORLY – O’Reilly Automotive: 11.9% of the Portfolio

O’Reilly sells aftermarket auto parts across thousands of U.S. locations.

It benefits from a growing number of aging vehicles and DIY car repairs.

Akre favors its strong free cash flow and store-level economics. Image
Read 13 tweets
Compounding Quality Profile picture
Jul 9
Charlie Munger once said:

"if you invest in a business that can compound high returns on invested capital, you will likely outperform even if you overpay."

Here's what you need to know about ROIC: Image
1. Let’s start with a simple example: Image
2. Why does this matter?
Because over the long term, your return as a shareholder will mirror the return the business earns on capital.

📈 High ROIC = Value creation
📉 Low ROIC = Value destruction Image
Read 12 tweets
Compounding Quality Profile picture
Jul 9
Confused by Enterprise Value, Market Value, and Book Value?

You're not alone

These terms sound similar but mean very different things.

Let’s break down what truly drives a company’s worth. Image
Why do these value matter? Image
1. Market Value Image
Read 11 tweets
Compounding Quality Profile picture
Jul 8
The Intelligent Investor by Benjamin Graham is the bible of value investing

There are 3 timeless lessons investors MUST know

Let's break it down: Image
1. Margin of Safety

The #1 rule of intelligent investing: Don't lose money.

Only buy a stock when it’s priced well below its intrinsic value.

Why? Because you could be wrong, and markets are unpredictable.

A Margin of Safety protects you from downside. Image
1. Margin of Safety part 2

Think of it like driving with extra room to brake.

If the business underperforms, your low entry price can still save you.

Graham:

“The margin of safety is always dependent on the price paid.”

It’s not timing, it’s discipline. Image
Read 10 tweets

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