Compounding Quality
Ex-professional investor helping other investors | All my own money is invested in the Portfolio
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What they write about
Long-term quality investing, written by a former professional investor who publishes a running portfolio. Regular features include company deep dives, monthly best-buy lists, full portfolio reviews and interviews with other investors. Also covers investing philosophy and books, with frequent reference to Berkshire Hathaway and its shareholder meeting.
- quality investing
- portfolio updates
- company deep dives
- investing philosophy
- investor interviews
Recent examples: 📬 A postcard from Our Portfolio · We buy 3 more stocks
Written from Compounding Quality’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
529K on Sep 10, 2026 → 530K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #5 today · #6 a week ago · #4 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 64 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 1%
- Best rank seen
- #3
- Rank, 7 days
- +1 place
- Rank, 30 days
- −1 place
- Followers added
- +14K
- Posts
- 12
- Reactions per post
- 98
- Reactions tracked
- 3.7K
- Tickers covered
- 1
of 525 ranked finance newsletters
on Oct 6, 2026
since tracking began
last 30 days
average, recent posts
across 38 posts
in tracked posts
Most-reacted post we have seen: ETF Portfolio Update August 2026 — 253 reactions on Aug 20, 2026.
Recent posts
- 📬 A postcard from Our Portfolio
- We buy 3 more stocks
Hi Partner 👋 I hope you are doing well. Today it’s time for some additions to Our Portfolio. We will buy more of 3 companies. The goal is to add to companies so the expected return of our entire portfolio increases. Strong recent performance of quality As my friend Kris shared with me, value outperformed growth by 10% in October: Quality performed really well recently. If we compare the Akre Focus ETF (quality) with the S&P 500 and Nasdaq, we get the following (performance in October): Akre Focus ETF: +10.6% S&P 500: -1.1% Nasdaq: -6.9% Source: Fiscal.ai We saw something similar in Our…
- Best Buys: November 2026
Are you ready for G-Day? Meet the man who just won Compounding Quality readers $300,000… by picking 6 different growth stocks that more than doubled… Discover everything you need to know here . By monthly tradition, you’ll get an update on our Best Buys of the month. What’s going on in the markets? And what are our favorite stocks? Let’s inspire you today. October 2026 Last month, the S&P 500 decreased by -1.8%: Source: Fiscal.ai Investors are ‘ Fearful’ today according to the Fear & Greed Index : In the meantime, quality stocks had one of their best months ever. The discrepancy in the market…
- 🏰 The Young Warren Buffett Interview
It’s #QualityTuesday! In this series, I’ll teach you 5 things about the stock market in less than 5 minutes. 1️⃣ 13 Lessons from Charlie Munger I’ve spent a lot of time studying Charlie Munger’s best advice. He wrote and spoke thousands of pages on how to think and invest. To save you time, I’ve summarized it in the 13 most important lessons. Here they are: 2️⃣ Efficient Market Hypothesis Do you believe markets are efficient? The theory states stock prices reflect all available information. As a result, it’s impossible to beat the market. Learn everything you need to know here: E-book…
- Update Buy-Hold-Sell List: November 2026
Hi Partner 👋 It’s time to update our watchlist. The Buy-Hold-Sell List helps you track Our Investable Universe . Are there some attractive opportunities today? Let’s find out. Your Brain One of the greatest investors of all time? Peter Lynch. He once said the following about investing: “Everyone has the brain power to make money in stocks. Not everyone has the stomach.” Right now, Mr. Market is testing investors’ patience. Turn on CNBC or look at the S&P 500, and everything seems perfect. The index is trading near all-time highs: Source: Fiscal.ai But if you look under the surface? It’s a…
- A Small-Cap Quality Play? Momentum Group
Hi Partner 👋 Do you know the odds of a public company becoming a 100-bagger? It’s lower than 3% . And the average time it takes to get there? Roughly 26 years . Yet one Swedish business family has managed to produce two 100-baggers and an 80-bagger . And almost as impressive: one of those companies reached 100x in just 22 years. The next potential company in line? It could be Momentum Group AB ($OM-MMGR B). It’s the smallest listed company from the same family. Let’s dive into this interesting small company today. 1. How does Momentum Group make money? 1. History A fantastic story of an…
- The $1 Test of Warren Buffett
Hi Partner 👋 One of my favorite books? The Outsiders by William Thorndike. He analyzes the best CEOs in the world and what makes them unique. Let’s learn how you can find and invest in the best CEOs in the world. The Outsiders In the past, we have already made a summary of Will Thorndike’s book. In case you missed it, you can grab it here: Book Summary: The Outsiders Source: The Outsiders - William Thorndike Forget Wall Street CEOs How do you think the best CEOs on Earth look? When you ask someone on the streets, they’ll probably answer the following: He flies private or at least business…
- Lessons From FICO’s Collapse
Hi Partner 👋 In investing, it all starts with the moat or competitive advantage. Understanding the existence and durability of the moat is key to becoming a great investor. Let’s talk about how important moats are and give an update on Our Portfolio today. What is a moat? A moat or durable competitive advantage is what gives a company a superior business position. It allows the business to maintain and increase its profit margin and market share . Our Companies have strong moats that let them keep growing their Free Cash Flow year after year. Warren Buffett thinks of the company as a castle…
- Doubling down on this stock
Hi Partner 👋 Today it’s time for a new position switch. We are positioning Our Portfolio for great returns going forward. The expected return of Our Portfolio right now? 17.1% per year. We expect the Free Cash Flow of Our Portfolio to evolve as follows: Including extra additions to Our Portfolio, it looks even better: (We add $50.000 to Our Portfolio every single month) As Warren Buffett said: Some exposure to Private Equity I think it’s interesting for every investor to have some exposure to Private Equity. Private Equity? This basically means you invest in non-listed companies. For private…
- Three Stock Picks by Akre Capital Management
Dear Partner 👋 Some of the world’s best quality investors? Akre Capital Management. They have compounded capital at 12.4% over the past 15 years. Recently, we had the honor of sitting down with the investors behind Akre Capital Management: John Neff Andrew Millette Trey Tickner Let’s share their amazing wisdom. The famous “Three-Legged Stool” Akre Capital Management is synonymous with “The Three-Legged Stool”. It’s their investment framework. The legs are: Extraordinary business Talented management team Reinvestment opportunities The Akre team walked us through that model. Let’s see what you…
- Best Buys: October 2026
By monthly tradition, you’ll get an update on our Best Buys of the month. What’s going on in the markets? And what are our favorite stocks? Let’s inspire you today. September 2026 Last month, the S&P 500 increased by 1.8%: Source: Fiscal.ai Investors are ‘ Fearful’ today according to the Fear & Greed Index : Best & Worst Performers This overview shows you the best and worst performers in our investable universe. Worst performers The cheaper we can buy great companies, the better. Here are the worst performers of the past month: Fair Isaac (FICO) is having a very hard time currently. They are…
- Position switch
Hi Partner 👋 Today it’s time for another Portfolio Change. It’s already the third one we recently made. I believe we are increasing the quality of Our Portfolio by doing this. Here’s an overview of the transactions:
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