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 | 69 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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thepursuitofcompounding.substack.co...Latest Issues
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...
Newton's Cannonball and the Case for a 65 P/E
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The law of gravity is universal, and it takes a tremendous amount of effort to overcome its force....
The CARFAX Spin-Off: Is it Worth Owning?
Unpacking the parent company of CARFAX, AV and Connect Car threats, and breaking down Q2 2026.
A buyer walking onto any used car lot always worries about buying a lemon. What’s hiding under the hood? Did the previous owner take care of it?...
FICO's Moat: Origination vs. Destination
While the price war with VantageScore 4.0 gets the headlines, we think what ultimately decides the moat is Mortgage Backed Securities market
Authors Note: This post highlights the power of the Substack community, and it would not be in exi...
On Four Assets, Price, and Compounding in Action
Today’s post is a quick housekeeping note about The Pursuit of Compounding Substack.
Since we launched in October 2025, things have come a long way. From a standing start of zero, we’re now at over a thousand subscribers and nearly two tho...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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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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