The Compounding Tortoise
Sharing in-depth reports on high-quality compounders | Unpacking financial analysis topics
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 412 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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thecompoundingtortoise.substack.comLatest Issues
The Expected Profit Warning - a Positive One
Fairly priced but a gift for investors who bought it well
This morning, we received a profit warning from one of our smaller-sized companies. A significant positive profit warning.
Q3 2026 - HEICO
Strong performance continued, driven by both segments with total EBITA up >30%
This week, HEICO released its Q3 results, which were yet another testament to growing EBITA by over 30% at actual FX.
Core Investment Philosophy
An update on the portfolio’s record-high forward returns
As promised, we’d share a brief update on our core investment philosophy. We focus on ROIIC where it makes sense, and we target competitive growth, especially when it’s being unnotic...
Relevant Portfolio News
Geographical expansion, some notes from the 1-on-1 meeting with a hidden serial acquirer, and continued outperformance for HEICO
In this blog, we’d like to cover three relevant items for the portfolio. One of the smaller companies expandin...
Some Portfolio Overhauls
Adding to what we consider great buying opportunities, and exiting slower-growing stocks
Today, we’ll be selling out of two themes where we feel the growth outlook isn’t as ambitious as it in other parts of the portfolio.
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Authors
The writers behind this newsletter.
Sharing in-depth reports on high-quality compounders | Former senior finance manager at a SME and private M&A analyst
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