The Pursuit of Compounding
The Pursuit of Compounding, Paul GantheilCompounding knowledge while studying high-quality compounders through the lens of Management, Moats, ROIC, and Reinvestment.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 63 | Founded | 9 months ago | Last Issue | 26 hours ago |
| Active | |||||
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thepursuitofcompounding.substack.co...Latest Issues
Wise Q1 FY27: One Basis Point Delivered, Four More Promised
"Ink and paper are sometimes passionate things."
- Henry Wadsworth Longfellow
We have spilled much ink writing about Wise over the last two months. In our comprehensive deep dive published in May, we explored the history, business model...
Howdens Joinery: The Kitchen Company That Wouldn't Sell You a Kitchen
How a decentralized depot network engineered an 18% ROIC, their maturation into a cash returning machine, and why their newest acquisition threatens the ecosystem.
If you walk into a Howdens (LSE: HWDN) depot as a homeowner you’ll quickly...
Wise FY26 Update: One Basis Point at a Time
Cross-border volume up 31%, take rate down 6bps, accelerating buybacks, and why telegraphed price cuts are a signal, not a warning.
The most important signal from Wise PLC (Nasdaq: WSE; LSE: WISE) Fiscal 2026 report, released on June 25, w...
The Lifecycle of a Moat | The Consilient Investor 06
Moats as living things, the phases of their lifecycle, and HEICO, Bumble and Adobe under the microscope.
When a commercial jet engine comes in for overhaul, it gets taken down to its individual components, and many of those components are...
Beyond the Discount: Five Margins of Safety That Aren't Price
When an engineer designs a bridge to carry traffic, they do not build it to bear exactly the weight that will cross it. A span rated for ten-thousand-pound trucks gets built to hold thirty thousand.
The gap between what the structure can...
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Authors
The writers behind this newsletter.
Timeless principles for the long-term thinker. Deep-dive analyses into exceptional businesses, decoded through management, durable moats, and high-ROIC reinvestment. Seeking to understand the 'why' behind great ideas and great companies.
Equity Analyst sharing lessons on investing to help you think clearly.
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