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Masters of Compounding

MasterS of Compounding, Brian Coughlin, The Pursuit of Compounding

Curated wisdom, data and portfolios from the world’s best investors.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues28SubscribersRead mastersofcompounding.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

I Studied Millions of Portfolios. Here's What Actually Kills Compounding

Opportunity cost is one of the most destructive forces in investing. It is also one of the most overlooked.

5 days ago
24
13

The Branch Fallacy: A Repeatable Way to Beat Wall Street

The more we measure, the more we understand. That’s the founding illusion of modern finance.

13 days ago
23
8

$1 = $1… Until You Invest

Do you think $1 = $1?

18 days ago
24
0

To See Farther, Let’s Stand on the Shoulders of Giants

I want to see as far as possible, so I try to stand on the shoulders of giants.

23 days ago
18
0

Authors

The writers behind this newsletter.

  • MasterS of Compounding

    Professional investor sharing investing insights while my portfolio compounds. (By “Masters” I mean the great investors I study, not me.)

  • Brian Coughlin

    Value Investing | Independent Research

  • The Pursuit of Compounding

    Evergreen investment philosophy and deep-dives into exceptional compounding businesses. Analyzing companies through Management, Moats, ROIC, and Reinvestment - for long-term investors who want to understand what makes great businesses great.

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