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Rank in Substack’s finance leaderboard: #3 today
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Compounding Quality to post, embed or send to readers, as long as the watermark stays on it.
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
Most-reacted post we have seen: ETF Portfolio Update August 2026 — 253 reactions on Aug 20, 2026.
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 📚 …
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…
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…
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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