The Pursuit of Compounding
Compounding knowledge while studying high-quality compounders through the lens of Management, Moats, ROIC, and Reinvestment.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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thepursuitofcompounding.substack.co...Latest Issues
Keep Calm and Go Long (VIDEO Presentation)
This past weekend, I had the pleasure of speaking at The Intrinsic Value Conference in New York City.
It was a wonderful event filled with serious long-term investors, and I’m excited to share a recording of the presentation with you all...
Adobe Q3 2026: A Billion Users vs the Backlog
On September 10, Adobe reported Q3 2026 results. Once again, management executed the established playbook -- beat expectations, bump full-year revenue and non-GAAP EPS targets, and tout accelerating AI milestones.
At first glance, the resu...
Why S&P Global Wants to Break Itself Up (Again)
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On September 1, Bloomberg reported that S&P Global Inc (NYSE: SPGI) was exploring a separation of Capital IQ P...
Honeywell Aerospace: The 2% of Suppliers Choking the $18B Backlog
On the August 5 Q2 2026 earnings call, Honeywell Aerospace (NASDAQ: HONA) CEO Jim Currier was asked how concentrated the company’s supply-chain problem actually is. His answer was a specific dollar figure that most listeners probably rounde...
The Situational Awareness of Luck and Skill | The Consilient Investor 08
One fund lost $35 billion in a single trade. Three others compounded for decades. Luck or skill? Here’s how to find out.
One quick housekeeping note before today’s post -- join us at The Intrinsic Value Conference in NYC on September 19, 2...
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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.
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