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Bulls On Parade

Finding quality companies that will compound for years to come

Platform
Substack
PricingOnly paid issuesPublishesTwice weekly
Issues89Foundeda year agoLast Issue2 months ago
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Latest Issues

Volatility Is King: How to Deploy Capital When the Market Feels Broken

There are times when the market feels like a machine.

There are times when the market feels like a machine. And then there are times like this — when it feels like a casino, a war room, and a group chat full of panicked portfolio screensho...

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Powering The Grid: Why PWR Keeps Winning

There are bull markets.

There are bull markets. And then there are infrastructure cycles. While everyone debates AI multiples and software compression, one area of the market keeps quietly grinding higher:

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When The Best Compounders Go On Sale

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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.

Some of the best investments don’t come from discovering new stories — they come from waiting for great busin...

4 months ago
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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).

There are very few companies in the world that combine structural growth, network ef...

5 months ago
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