Reletter
Artwork for The Pursuit of Compounding

Compounding knowledge while studying high-quality compounders through the lens of Management, Moats, ROIC, and Reinvestment.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues61Founded9 months agoLast Issue3 days ago
Active

Read this Newsletter

thepursuitofcompounding.substack.co...
Artwork for The Pursuit of Compounding

Latest Issues

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...

3 days ago
1
Paid

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...

6 days ago
9
Paid

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...

9 days ago
8

Adobe Q2 2026: Hairlines Become Fault Lines

On June 11 Adobe released its Q2 2026 report, beating on the top line, raising its full-year revenue target, and yet the market was quite unhappy, sending shares further into the red.

It’s now a very familiar formula for any Adobe investo...

17 days ago
27
8

When to Catch a Falling Knife

You did the work. You read five years of filings, listened to the earnings calls, and built the conviction.

The business earns returns well above its cost of capital, the reinvestment runway is long, and the people running it own a meaning...

20 days ago
27
1

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for The Pursuit of Compounding.

SubscribersEngagement75Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • The Pursuit of Compounding

    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.

  • Paul Gantheil

    Equity Analyst sharing lessons on investing to help you think clearly.

  • Frequently Asked Questions

    How can I access the email archive for The Pursuit of Compounding?

    You can find recent issues that have been published by The Pursuit of Compounding on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does The Pursuit of Compounding have?

    To see how many people subscribe to The Pursuit of Compounding, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in The Pursuit of Compounding?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch The Pursuit of Compounding as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like The Pursuit of Compounding?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact The Pursuit of Compounding using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to The Pursuit of Compounding?

    Scroll up to where it says Related Newsletters to see other publications like The Pursuit of Compounding. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact The Pursuit of Compounding?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.