Investment Philosophy
Quality-focused investing in high-ROIC compounders with wide moats, recurring revenue, and long reinvestment runways. Prefers premium consumer brands, mission-critical software, and data/analytics monopolies.
About The Compounder
The Compounder seeks businesses that can compound capital at 15%+ annually for a decade or more. He looks for high returns on invested capital, recurring revenue, pricing power, and reinvestment runways. He doesn't chase catalysts or try to time entries — he buys quality and holds it patiently.
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