Compounders
DIY InvestorCompounders — quality at fair value. My other newsletter: Rebounders — beaten-down quality.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 80 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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diyinvestor1.substack.comLatest Issues
Netflix: NOT a Compounder
Fairly valued at $69 with potential 5-year 10-15% returns.
My Take Upfront:
Visa < Mastercard. We always knew it.
My Take Upfront
After scoring Mastercard in the previous post, it made sense to score Visa next.
It scored 80 vs 86 for MA. Investors know that Visa is a slower version of Mastercard, and my Quality Score picked up on that, hence the...
Mastercard: Quality at fair value
My Take Upfront
It’s a high-quality business, and my quality scoring system confirmed it with an 86-point score.
And for the returns, I’m not betting on a return to 30x, and I won’t underwrite 16x on a business this good. Call fair va...
Introducing the Compounders Portfolio
20 quality businesses you can buy and mostly ignore.
Before I start digging into the portfolio, I’d like to make an announcement.
The Compounders Watchlist: Nordics
I scanned every stock listed on the Stockholm, Oslo, Helsinki, Copenhagen, and Reykjavik exchanges. 1,532 companies. 44 passed.
If you are reading this for the first time, here is a brief intro:
I’m using stock price annual returns (CAGR)...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Compounders.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Running two strategies/newsletters: Compounders — quality at fair value. Rebounders — quality on sale. Both are beating the SPY and QQQ.
Frequently Asked Questions
How can I access the email archive for Compounders?
You can find recent issues that have been published by Compounders on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Compounders have?
To see how many people subscribe to Compounders, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Compounders?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Compounders as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Compounders?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Compounders using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Compounders?
Scroll up to where it says Related Newsletters to see other publications like Compounders. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Compounders?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.