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Hi Partner 👋
What an incredible time to be alive.
I see amazing opportunities in the market today.
It’s like Mr. Market has lost its common sense.
For some companies, Mr. Market is euphoric (Artificial Intelligence) while for other companies, it seems like Mr. Market thinks the world is ending.
This is exactly what you want to see as a rational long-term investor.
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Today, we are adding to 3 companies from Our Portfolio.
Company 1:
A company I would love to work for when I wouldn’t run Compounding Quality
One of the best run companies in the world
Company 2:
Is a stock Buffett says you should always buy when its down (spoiler alert: it currently is)
Expected return in our model: 15.9% per year
Company 3:
Trades at its cheapest valuation level of the past decade
Should double in size every 5 years
Let’s dive in...
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