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The Compounding Tortoise
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Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation
Edelweiss Capital Research
By Javier Pérez
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Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
Analyzing Good Businesses
By YHamilton
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Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment
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