The Compounding Tortoise
Sharing in-depth reports on high-quality compounders | Unpacking financial analysis topics
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 422 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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thecompoundingtortoise.substack.comLatest Issues
The Nuances of Revenue Timing (Bis)
Looking beyond the headline numbers
Last month, we talked (or maybe even warned) about the nuances of revenue timing and the impact on reported profitability for Auroora Yhtiöt (Q1 deliveries shifting to Q2, leading to outsized organic gro...
AutoZone’s Q4/FY26 - Analysis
Incredibly soft performance with fragile margin expansion story
Yesterday, AutoZone released its full-year 2026 results. It has to be said that AutoZone’s performance, when taking out the accounting noise around LIFO, tariff refunds, remai...
Our Three Best Buys - Small Caps
Compounders with high-teens percent forward IRRs, skin in the game, and institutional investors buying more
Our Best Buys in Small Cap Land
The Beauty Tech Group - 1H 2026
Breaking records across the board, and substantial share buy-back (5% of the float) to be completed in a quite short period of time - plenty of excess cash to do more
The Beauty Tech Group, the fast-growing at-home beauty device company, d...
Overlooked and Set to Double
Trading at 6x underlying NOPAT, programmatic serial acquirer, healthy ROIICs, mid-teens percent top-line and bottom-line growth but with accounting noise
Yesterday, we got a good chat with a small-cap and micro-cap portfolio manager (he’s...
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Authors
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Sharing in-depth reports on under-the-radar high-quality compounders with a compelling ROIIC-growth-valuation disconnect
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