Compound & Fire
@Compoundandfire
📈| Finding quality stocks for long-term wealth. Quick scans, deep dives, & valuations. Join my Substack & Discord for ideas! 🚀
Constellation Software $CSI.TO 3Q25 tidbits: 1) Core-CSI (ex TOI & LMN) organic growth was +3%, ~in-line with the last 2 years; maintenance +4% a little slower though keep in mind falling inflation likely impacts (many contracts CPI-linked)
Veeva Systems ($VEEV): Vertical SaaS Quality in Life Sciences. A deep dive and valuation. Is the stock currently a buy? Find the answer here: open.substack.com/pub/compoundan…
It’s Battle time: Vitalhub ($VHI) vs. Veeva ($VEEV). Which of the two companies passes the threshold and will deserve a deep dive. Which company is Investment Ready? Read it here: open.substack.com/pub/compoundan…
I have made some portfolio changes and add a stock with a potential of 42% return per year for the next 3 years. Read my investing weekly below: open.substack.com/pub/compoundan…
M&A Research Institute ($9552.T): AI-Powered Disruption in Japan's SME Succession Crisis. Read my in depth deep dive here: open.substack.com/pub/compoundan…
Which changes were made to the portfolio in September and how did it perform? Check it here: open.substack.com/pub/compoundan…
🔥The Quality Investing Weekly is about AI Disruptions, Leadership Shifts, and a Collaborative Fire initiative. Don't miss it: open.substack.com/pub/compoundan…
Today I am comparing Cerillion ($CER.L) vs. Admicom ($ADMCM). Which of the two companies is Investment Ready? Read it here: open.substack.com/pub/compoundan…
Last week we announced our Collective Fire Framework, communicated a portfolio change and shared a deep dive on NU Holding ($NU). Read it all here: open.substack.com/pub/compoundan…
Nu Holdings ($NU): Revolutionizing Banking in Latin America. Read our deep dive and find out the buy below price: open.substack.com/pub/compoundan…
$KPG.ax is growing rapidly and needs team members who are experts at M&A and experienced in multi national PE financing. If you have any interest in joining our leading team, DM me.
NU Holdings against Intuit: which company is the winner and deserves a spot on my Watchlist? Read it here: open.substack.com/pub/compoundan…
Back from a sunny summer escape, I’m sharing my July-August portfolio update. The market brought a chilly 4.6% dip, but I’m staying warm with long-term compounding. From Nedap’s hot +25.2% surge to Judges Scientific’s frosty -26.3% drop, dive into the risers, fallers, and…
FICO vs Moody's: The Analytics Titans Clash. Which company is Investment Ready and is the winner? Find the answer here: open.substack.com/pub/compoundan…
FICO vs Moody's: The Analytics Titans Clash. Which company is Investment Ready and is the winner? Find the answer here: open.substack.com/pub/compoundan…
Update on Watches of Switzerland Group ($WOSG.L). I have updated my buy below price: open.substack.com/pub/compoundan…
Resale value reflects the quality and demand of both products and brands, with $RMS clearly standing out in the luxury space. The luxury resale hierarchy as of 2024:
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