Quality Investing and Compounders
Owning high-return, reinvesting businesses and letting time do the work; the style that grew out of Buffett's shift away from cigar butts.
13 books · 15 people behind it
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- Quality InvestingLawrence A. Cunningham, Torkell T. Eide, Patrick Hargreaves, 2016
- 100 BaggersChristopher W. Mayer, 2015
The people behind it 15
Each person holds a book in this entry or names it in their own tags.
Investors 9
JG
Joel Greenblatt1 book herePD
Pat Dorsey1 book herePL
Peter Lynch1 book hereRG
Robert G. Hagstrom1 book here
Terry Smith1 book hereCA
Chuck Akrenamed in their tagsFR
Francois Rochonnamed in their tagsNT
Nick Trainnamed in their tagsTG
Thomas Gaynernamed in their tagsExecutives 2
Academics 1
Journalists 3
Books 13
Philip A. Fisher · 1958 · The quality checklist before the word was fashionable.
Philip A. Fisher · 2000 · Fisher on scuttlebutt research and holding great growth businesses.
William N. Thorndike · 2012 · Eight chief executives whose capital discipline compounded per-share value.
Peter Lynch, John Rothchild · 1989 · Lynch on finding tenbaggers in businesses you already understand.
Joel Greenblatt · 2010 · Greenblatt on the magic formula: cheap plus high return on capital.
Lawrence A. Cunningham, Torkell T. Eide, Patrick Hargreaves · 2016 · AKO Capital's framework: strong businesses, honest managers, patient holding.
Terry Smith · 2020 · Fundsmith's letters and columns; buy good companies, do not overpay, do nothing.
Lawrence A. Cunningham, Torkell T. Eide, Patrick Hargreaves
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Robert G. Hagstrom · 2004 · Hagstrom traces the businesses and reasoning behind Buffett’s buys.
Pat Dorsey · 2008 · Dorsey on identifying and valuing durable competitive advantage.
T3 100 Baggers
Christopher W. Mayer · 2015 · The arithmetic of long holding periods in high-return businesses.
Lawrence A. Cunningham · 2020 · Anthology of the best shareholder letters, most from compounder managements.