Compounding Quality
Ex-professional investor helping other investors | All my own money is invested in the Portfolio
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- #3
- Paid leaderboard
- #7
- Subscribers
- 530K
- Paid subscribers
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- Followers
- 592K
- Paid plan
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- Recommends
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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: It’s Serial Acquirer Week · Selling one, buying two
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.
Growth history
Subscribers (thousands, nightly)
529K on Sep 10, 2026 → 530K on Oct 1, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #3 today · #3 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 1%
- Best rank seen
- #3
- Subscribers added
- +1.0K
- Followers added
- +3.4K
- Posts
- 12
- Reactions per post
- 100
- Reactions tracked
- 2.0K
of 525 ranked finance newsletters
on Oct 1, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 20 posts
Most-reacted post we have seen: ETF Portfolio Update August 2026 — 253 reactions on Aug 20, 2026.
Recent posts
- It’s Serial Acquirer Week
Hi Partner 👋 It’s a special week today. Why? It’s Serial Acquirer Week. In three articles, you’ll learn everything you need to know about serial acquirers. Here’s what to expect: Article 1 (today) : What are serial acquirers? And why are they interesting? Article 2 : A handy toolkit to find the best serial acquirers in the world Article 3 : A model portfolio co…
- Selling one, buying two
Dear Partner 👋 I hope you are doing well. Today it’s time for another position switch in Our Portfolio: We are selling one company We are using the proceeds to add to two positions Optimizing the Portfolio The goal of Our Portfolio? Having a portfolio we can be proud of. Your portfolio should reflect your personality. You should own companies that let you sleep well at night. As a reminder, all Partners have access to Our Portfolio here . The current CAGR since inception in October 2023 is unsatisfactory. There is only one thing I can thing I can say about this: this return is way too low…
- Buying a new ETF
Stock prices always follow the evolution of the intrinsic value. We want to buy companies that are: High quality Very profitable Trading at an attractive valuation Let’s dive into Our ETF Portfolio today and add to our portfolio. Value Investing 101 Warren Buffett’s mentor? Ben Graham. Ben Graham is th e father of value investing. His investment philosophy was s…
- Who is Chuck Akre?
Chuck Akre loves Compounding Machines. He returned 12.6% per year to shareholders since 2009. Let’s dive into the lessons and philosophy of this legendary investor. Who is Chuck Akre? Chuck Akre is a highly respected investor known for his disciplined approach and long-term mindset. People often refer to him as one of the best quality investors in the world . …
- Buying more of this stock
Hi Partner 👋 I hope you are doing well. Today, we are adding more to an existing stock in Our Portfolio. As a reminder, you can find the entire portfolio, including all transactions here . Performance In the Community, some Partners ask questions about the performance of the Portfolio. You can see all positions + all transactions in Our Portfolio Spreadsheet .
- Buy-Hold-Sell List: September 2026
Hi Partner 👋 It’s time to update our watchlist today. The Buy-Hold-Sell List helps you track Our Investable Universe. Are there some attractive companies available today? Let’s find out. Crazy Mr. Market Have you ever noticed how quickly Wall Street can go from loving a business to writing it off… And then change its mind ? Earlier this year, Wall Street decid…
- The best investor you've never heard of
Have you ever heard about Rakesh Jhunjhunwala? He was a legendary Indian investor. His track record? A 62% (!) CAGR over 37 years. Let’s see what you can learn from him. Rakesh Jhunjhunwala Who was Rakesh Jhunjhunwala? Rakesh Jhunjhunwala was an iconic Indian billionaire investor, trader, and chartered accountant. He was known as “The Big Bull of India”. Some…
- The ultimate stock screener?
On Tuesday, September 29, I’m hosting a FREE masterclass where I’ll show you exactly how to find the best companies in the world. It’s a live webinar for one hour. It’s 100% free and there’s a Q&A at the end where I’ll stay until all your questions have been answered. You can register here . In the entire world, there are more than 50,000 public companies . This means you face two problems: You can’t analyze them all You only want to own the best of the best Today we are using a stock screener (which you can use too) to find some of the best companies in the world. A stock screener? You can…
- Is Nu Holdings An Interesting Stock?
Have you ever heard about Nu Holdings? It’s a high-growth company that has disrupted the Big Five banks in Brazil. Today, they are the largest digital banking platform in the world outside of Asia. But is it an interesting stock? Let’s find out. Nu Holdings - General Information 👔 Company name : Nu Holdings Ltd. (Nubank) ✍️ ISIN : KYG6683N1034 🔎 Ticker : NU 📚 …
- I'm Buying The Whole Business
Hi Partner 👋 Most of you know that I love to read books. Since I returned from the Berkshire AGM, I went into a big loophole. Why? The only thing I could think about during the Berkshire weekend was the following: What if you would buy a majority stake in a (small) listed company yourself, just like Warren Buffett did with Berkshire? And then you compound…
- Selling One, Buying Another
Hi Partner 👋 This is Part III of our extensive Portfolio Update: Part I: Showing why we expect a return of 17-18% per year going forward Part II: Go over every single stock in Our Portfolio + Potential switches Part III (today): making a switch in Our Portfolio We will sell a company that is struggling right now. And we will buy a company with an expected return of 22% (!) per year. Position Switch Today, it’s time to make a position switch. A few more will probably follow going forward. You are looking for the reasoning about why we are making some changes? Please read this article. We will…
- Our Portfolio Needs Surgery
Hi Partner 👋 On Tuesday , we went over the Portfolio. You learned the following: The expected return for Our Portfolio is 17-18% per year depending on your calculation method We want to make some Portfolio Changes going forward Today we will run over every single position in Our Portfolio. We will also outline which changes we would like to make. Every position Let’s now take a deeper look at every position in the Portfolio. I’ll try to go over every single company in one sentence to make it easy for you. Let’s work with colors: Green: High conviction Yellow: Medium conviction - Should we…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Compounding Quality. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 1, 2026.