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: Three Stock Picks by Akre Capital Management · Best Buys: October 2026
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 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #5 today · #5 a week ago · #3 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 43 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 1%
- Best rank seen
- #3
- Rank, 30 days
- −2 places
- Followers added
- +5.0K
- Posts
- 12
- Reactions per post
- 97
- Reactions tracked
- 2.8K
of 525 ranked finance newsletters
on Oct 6, 2026
since tracking began
last 30 days
average, recent posts
across 29 posts
Most-reacted post we have seen: ETF Portfolio Update August 2026 — 253 reactions on Aug 20, 2026.
Recent posts
- 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:
- Back to Our Roots
Hi Partner 👋 I hope you are doing well. Today we are going back to the roots. We are diving into the Manifesto of Compounding Quality. It tells you about our beliefs, values, and what we stand for. Our Manifesto In 2023, we already outlined the essence of our investment philosophy in our Owner’s Manual . Here are some other relevant articles you might want to …
- Adding to Our Portfolio
Hi Partner 👋 Today it’s time to add to Our Portfolio again. We will add to 2 companies: Company 1: Undervalued by 15% according to management Company 2: Our Mini Berkshire Hathaway A crazy statistic The craziest statistic you’ll see today? This one: You could take away 99% of the returns of Warren Buffett… And he would still have outperformed the market. That’s the magic of compounding put to work. We as human beings are not built to understand the magic of exponential growth. It’s one of the most powerful things on earth. You should invest in companies that create more and more shareholder…
- Portfolio Update: October 2026
Hi Partner 👋 I hope you are doing well. Today it’s time to dive into Our Portfolio . What’s happening? Let’s find out right away. What’s going on? We’re in a very weird market today. The market is fully driven by sentiment right now. The only thing the market seems to care about is Artificial Intelligence. By the way, my friend Kris recently wrote a very interesting piece about AI. You can read it here. Compounding Growth Please Regulate Us! Hi Partner 👋… Read more 16 days ago · 13 likes · 1 comment · Compounding Quality The amount of money that is spent on AI is crazy. The expected global…
- 6 Serial Acquirers for the Serial Acquirer Portfolio
Hi Partner 👋 It’s time to wrap up serial acquirer week. Today, it’s time for the most fun part: building a serial acquirer portfolio . We already gave you 6 names. Today it’s time to give you the final 6 names. Let’s dive in right away. Reminders In general, there are 4 buckets for Serial Acquirers: VMS Serial Acquirers Swedish Serial Acquirers Industrial Serial Acquirers Special Serial Acquirers We will now dive into the Industrial Serial Acquirers and Special Serial Acquirers. Industrial Serial Acquirers Whereas bucket 1 focused on software acquirers, we also want three serial acquirers…
- Building a Serial Acquirer Portfolio
Hi Partner 👋 It’s time to wrap up serial acquirer week. Today, it’s time for the most fun part: building a serial acquirer portfolio . We found 12 very exciting names. On average, these names compounded shareholder returns at +34% per year! Let’s dive in right away. Before we start Before we start, it helps to structure the portfolio in 4 buckets. Each bucket consists of 3 serial acquirers. That way, we have a portfolio of 12 names. There are the buckets we will use: VMS Serial Acquirers Swedish Serial Acquirers Industrial Serial Acquirers Special Serial Acquirers Bucket 1: VMS Serial…
- The 5-Minute Serial Acquirer Test
Hi Partner 👋 Earlier this week , we looked at what serial acquirers are and why they are interesting. Today, it’s time for the second article. You will learn how to identify the best serial acquirers yourself in less than 5 minutes. Ready. Set. Go! Invert, always invert There are probably over 300 public companies that you could label as serial acquirers. In Sweden alone, you can already find more than 30 of them. No investor has time to analyze them all. It’s exactly why your job as an investor is to say no as soon as possible. The sooner you have found a reason not to invest, the better…
- 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…
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