Detailed write-ups and updates on 65+ public companies that have high return on incremental capital & long runway for reinvestment, i.e. "Good Businesses"
Analyzing Good Businesses
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Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation
Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.
Ex-professional investor helping other investors | All my own money is invested in the Portfolio