Bulls On Parade
Bulls On ParadeFinding quality companies that will compound for years to come
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 87 | Subscribers | Read | bullparade.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
When The Best Compounders Go On Sale
Constellation Software, Topicus & the AI Panic That Misses the Point
Duolingo: When a Great Business Gets Cheaper
Some of the best investments don’t come from discovering new stories — they come from waiting for great businesses to go on sale.
MercadoLibre: The Quiet Compounder of Latin America
There are very few companies in the world that combine structural growth, network effects, and disciplined reinvestment as cleanly as MercadoLibre (MELI).
Year In Review - Outrunning The Index
As we close out the year, it feels like the right time to zoom out, take stock of what worked (and what didn’t), and reflect on how the portfolio evolved over the last twelve months.
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Authors
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Long-term investor
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