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Hi Friend 👋,
The Berkshire AGM is the Woodstock of Capitalism.
Roughly 30.000 investors gather to learn from Warren Buffett.
This was the fourth year in a row that I attended the meeting.
And guess what? It was amazing.
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Some of the best capital allocators gathered in Omaha last weekend.
I was on stage with one of them.
He is the CEO of a company I own.
He focuses on acquiring chartered accounting businesses.
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This may sound boring.
But the company has doubled in size every 3 years since 2017.
The company is growing like crazy.
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But the story doesn’t end there.
The company still has massive potential for long-term value creation.
Why?
Because the CEO continues to deploy capital toward the highest-value opportunities.
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Smart capital allocation leads to higher returns on invested capital (ROIC).
And for you as an investor, this is an important metric.
Companies with a high ROIC outperform over time:
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This has been the case with the serial acquirer I just told you about.
The CEO told me he wants to build the Berkshire Hathaway of Accounting.
Looking at the growth rate, he’s clearly on track to reach his goal.
As you saw earlier, the company doubles in size every 3 years on average.
And if you ask me?
It has the potential to maintain that performance through the next decade.
Would you like to buy the stock at a big discount while it keeps compounding?
You can do that today.
I’m sharing a special case study about the company.
A case study with special insights about what I learned from being on stage with him.
You can get it for free with a risk-free trial of Compounding Quality.
All my personal wealth is invested in this portfolio.
Your success is my success.
Once you accept my invitation, I’ll walk you through all my positions.
There are 18 amazing companies. The best of the best.
But access to my Compounding Quality Portfolio is just the start.
As a Founding Partner, you will also get:
🏦 Investment case 1: The serial acquirer I just told you about.
🦁 Investment case 2: The next Berkshire Hathaway.
🎯 Investment case 3: The company I pitched in Omaha.
🎥 Private Zoom meetings with the CEOs of the companies we own.
📄 A special PDF with my key learnings from Berkshire over the weekend.
🔑 Access to our private community, and more.