After spending 11 days cruising recently through Scandinavia and the Baltics, one thing stood out beyond the stunning coastlines and crisp northern air. It was how remarkably steady the ship felt, even in open water. It reminded me of something investors often chase - not the flashiest or fastest journey, but
The Global Compounders Database has just been updated for June. You can find the download link here: link New additions to the database I hope you've been enjoying the country specific deep dives. I'm currently working on India and Japan. The benefit of searching country by
It was recently 13F filing season. This occurs once every quarter, when large funds disclose their US listed positions. There are eight funds that I always take a look at. Each fund pursues a concentrated, low-turnover strategy focused on quality growth investing. The funds are (in order of my
I've been working on a new stock market screen that highlights companies with high and predictable FCF per share growth (greater than 15% annually over the past decade, with a R² above 0.95) alongside high FCF yields - suggesting potential undervaluation. This combination signals businesses not only delivering