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Lessons Of The Best Investors: The Path To Success
Which characteristics in investments philosophies do succesfull investors share and how do we have the biggest chance to outperform the markets?
Jun 28
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Compound & Fire
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Lessons Of The Best Investors: The Path To Success
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New Position in Compound & Fire Portfolio
This morning I have bought a new position to the Compound & Fire Portfolio and have sold an existing position.
Jun 28
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Compound & Fire
7
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New Position in Compound & Fire Portfolio
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Kelly Partners Group: The Ultimate Quality Compounding Machine
In quality compounding we are looking for businesses that are able to reinvest their annual cash flows against high returns over a long period. Kelly…
Jun 5
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Compound & Fire
17
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Kelly Partners Group: The Ultimate Quality Compounding Machine
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Monthly portfolio update
An update on the performance of the Compound & Fire performance in May 2024.
Jun 2
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Compound & Fire
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Monthly portfolio update
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May 2024
Portfolio update
Earlier this week I add Kelly Partners Group to the Compounding & Fire portfolio. It is my second biggest position in my portfolio.
May 24
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Compound & Fire
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Portfolio update
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Wanted: Serial Acquirer!
The suspect we are looking for is a serial acquirer. Nation of origin: unknown. Age: Young (early-phase), Height: Maximum of $150M revenue. I think I…
May 22
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Compound & Fire
7
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Wanted: Serial Acquirer!
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Euronext: 1Q24 Earnings Beat Expectations
Strong start of the year driven by organic growth and continued cost control.
May 16
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Compound & Fire
7
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Euronext: 1Q24 Earnings Beat Expectations
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Euronext: Wide Moat At A 20% Discount
Euronext plays a crucial role in facilitating access to capital markets for companies and investors. This wide moat business is a backbone of my…
May 14
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Compound & Fire
5
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Euronext: Wide Moat At A 20% Discount
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Compound & Fire Portfolio
The Compound & Fire Portfolio is announced in this article. From here we will monthly update the portfolio and track the progress.
May 12
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Compound & Fire
4
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Compound & Fire Portfolio
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Portfolio strategy Compound & Fire
Every investor needs a strategy to commit to. Investing without a strategy will impact your returns. Discover the investment strategy of Compound …
May 10
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Compound & Fire
6
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Portfolio strategy Compound & Fire
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Rightmove - 1Q24 update
This morning Rightmove announced their trading update for the first quarter of 2024. Guidance for the full year confirmed.
May 10
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Compound & Fire
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Rightmove - 1Q24 update
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Nedap: Technology For Life. Extremely undervalued. Buy Now Hurray Later.
Nedap is a Dutch high-tech company with a very bright future ahead. I have add Nedap to my portfolio and made it my biggest single position.
May 7
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Compound & Fire
13
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Nedap: Technology For Life. Extremely undervalued. Buy Now Hurray Later.
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