The Compounding Tortoise
Sharing in-depth reports on under-the-radar high-quality compounders with a compelling ROIIC-growth-valuation disconnect
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 432 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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thecompoundingtortoise.substack.comLatest Issues
A New Name to Cover
A US retailer with >20% lease-adjusted ROIICs with a proven recipe for value creation
As we shared in the latest Q3 Letter:
Updated IRR Ranges
How compounding value is hidden behind near-term targets
As Warren Buffett once said:
Letter to Our Partners - Q3 2026
New ideas have boosted YTD performance - all-time high forward IRR of 18.1%
Excellent Fundamental Performance
Buying More HEICO After a 20% Drop
Reflecting on the upside kickers: a large transaction and more organic growth beyond FY26 (ending this month), pro-forma NOPAT valuation of 23x in FY27
Yesterday, we added to our HEICO position, increasing the rather underweight allocation...
Auroora’s Accelerated Book-Building
Doesn’t change the implied IRRs on our cost basis whatsoever, and buying some more of The Beauty Tech Group
Today, there was a piece of news regarding Auroora:
Key Facts
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Subscribers, engagement, traffic and sponsorship for The Compounding Tortoise.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Where The Compounding Tortoise ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 224 | Monthly Search Traffic | Top Keywords |
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| #45 |
Authors
The writers behind this newsletter.
Sharing in-depth reports on under-the-radar high-quality compounders with a compelling ROIIC-growth-valuation disconnect
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