Concentrated Compounding
Willis CapFinding secularly growing companies and holding them for the long-term
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | concentratedcompounding.substack.co... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
2023 Annual Letter
Dear Investors,
Some Thoughts on Banks
Quick note: I am not a banking expert although I know generally how banks work. Thanks especially to my friend Searching for helping me along that learning process. Given I am not an expert, this post will stick to discussing broad issues. ...
2022 Annual Letter
Dear Investors,
2022 H1 Letter
To My Clients,
Authors
The writers behind this newsletter.
Discussing stocks. Mostly durable, long-term secular growers with good management teams.
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