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 | 56 | Founded | 8 months ago | Last Issue | 5 days ago |
| Active | |||||
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thepursuitofcompounding.substack.co...Latest Issues
MarineMax: When the Sharks Smell Blood
How a 23.4% AGM dissent and a $1.1 billion take-private bid turned a struggling boat dealer into a special-situations arbitrage.
Today’s deep dive is on a company that is not a compounder. As you will see, MarineMax fails three of the four...
The CEO Portfolio Manager | The Consilient Investor 05
As thanks for your time, this post includes a FREE downloadable PDF scorecard you can apply to your next analysis.
In the mid-1970s, while his Fortune 500 peers were chasing the cover of Forbes with bigger acquisitions and bolder forecast...
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...
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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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