Compounding Quality
Compounding Quality

@QCompounding

4 Tweets 2 reads Feb 25, 2023
Never invest in the next big thing:
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Just to bring a little bit of nuance: some companies in this list are fundamentally healthier than others.
Quality investors want to invest in the best companies in the world. Companies that have already won.
Companies with a wide moat, high margins, low capital intensity, ...
Some companies in this list are fundamentally stronger than others.
This list might have made a better point to "Never invest in the next big thing".
Quality investors want to invest in companies that have already won:

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