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 | 54 | Founded | 8 months ago | Last Issue | 4 days ago |
| Active | |||||
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thepursuitofcompounding.substack.co...Latest Issues
Hunting for Spawners: How to Spot the Next AWS
In the autumn of 2002, Jeff Bezos sent a memo to every engineer at Amazon. It contained six bullet points:
Four years later, the foundation of Amazon Web Services (AWS) - Simple Storage Service (S3) and Elastic Compute Cloud (EC2) - would...
Constellation Software 2026 AGM Update
In our March update on Constellation Software Inc (TSX: CSU) fiscal 2025 results, we landed on the verdict that the biggest threat to CSI isn’t AI eroding the VMS moat - it’s the gravitational pull of the company’s own success.
To maintai...
Wise: The Real-Time Dismantling of Cross-Border Banking
Analyzing the history, economics, and valuation of the company quietly replumbing the global movement of money.
To the modern consumer, the digital economy appears entirely borderless. E-commerce transactions happen seamlessly, information...
An Ode to Omaha: Reflections on the Berkshire AGM
Far from the mania of Wall Street’s glass and steel,
Omaha has the space to think, to watch, to feel.
The Old Market stands resilient, where modern towers could have grown,
A quiet, patient durability in the place Berkshire calls home...
Every Multiple is a DCF in Disguise | The Consilient Investor 04
The difference between pricing and valuation, why every P/E ratio is a DCF in disguise, and common errors.
Hello and welcome to the fourth issue of The Consilient Investor. This is our magnum opus for 2026 where we plan on releasing one is...
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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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