Mindful Compounding with Luuk
Compounding with LuukWriting about the magic of compounding in high-quality businesses led by outstanding people!
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 years ago | Last Issue | a year ago |
| Active | |||||
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mindfulcompounding.substack.comLatest Issues
A Deep Dive into Nedap (NEDAP.AS)
Let me start by saying that I’m really looking forward to writing down all my thoughts on this great Dutch small-cap called Nedap. Why is that? Well, I think it’s the company I feel most connected to. That could be a good thing (not saying...
What I Learned from Chris Mayer
Earlier this year, I dove into the book 100 Baggers by Chris Mayer and it completely changed how I think about investing. Mayer’s philosophy of “buy right and sit tight” is spot-on for anyone looking to grow their capital by investing in gr...
A Deep Dive into Dino Polska (DNP.WA)
My investment approach is all about finding high-quality companies that can steadily grow their value over the long haul. I look for businesses with a solid competitive edge, plenty of room to grow, a strong balance sheet, and great returns...
What I Learned from Every Annual Letter of Terry Smith
“My dad did not set out to make Walmart the world’s largest retailer. His goal was simply to make Walmart better every day, and he thought constantly about how to do just that.”
When Sam Walton built Walmart, his goal wasn’t to make it the...
What I Learned from Every Annual Letter of Francois Rochon
“In order to be a jazz musician, you have to listen to a lot of jazz. And that’s an act of love. You don’t think, I’m listening to study it. You just listen because you love it…and gradually you learn. You really learn everything valuable t...
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The writers behind this newsletter.
Hey! I'm Luuk and I try to identify wonderful businesses led by excellent managers, offering attractive opportunities for reinvestment with high rates of return, all while ensuring I don't overpay.
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