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We focus on finding and investing in capital light, price making businesses that are founder led with a growing competitive advantage. We are radically open minded and long term investors. Contact us below to learn about investing with us.

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FROM THE QC BLOG

Peter Lynch said Peter Kobrick was one of the best stock pickers he has ever met… ever heard of him?

Shaun Trewin

a day ago
12 min

Peter Lynch said Peter Kobrick was one of the best stock pickers he has ever met… ever heard of him?

Kobrick has some interesting history at State street research capital fund generating great performance, however, most importantly he...

Lachlan Morgan

Jun 4
3 min

A classic: One Up on Wall Street

One of the most respected investors of all time is Fidelity’s, Peter Lynch. Lynch earned his reputation as one of the world’s best money...

A Masterclass from Jeff Bezos – The Relentless Amazon

Shaun Trewin

May 21
6 min

A Masterclass from Jeff Bezos – The Relentless Amazon

The insights of this blog are drawn from: The collective writings of Jeff Bezos – invent and wander. Reading all of Jeff Bezos’...

Learnings from the 2021 Berkshire AGM: "What you prattle out, you pound in" ... "Economy is red-hot"

Lachlan Morgan

May 4
2 min

Learnings from the 2021 Berkshire AGM: "What you prattle out, you pound in" ... "Economy is red-hot"

The 2021 Berkshire AGM was again streamed live via Yahoo Finance, it was the second year in a row we were unable to attend in person. As...

The '7 Powers' of business success - from one of NetFlix's early investors.

Lachlan Morgan

Apr 20
4 min

The '7 Powers' of business success - from one of NetFlix's early investors.

I recently read the Hamilton Hemler’s ‘7 Powers’ it is a book that has been recommended to me by a number of investors and rightfully so!...

Shaun Trewin

Apr 13
5 min

Square

The insights from this blog have been drawn from the Book The Innovation Stack by Jim McKelvey Co-Founder of Square. Recently we read...

An Example of a Quality Compounder – Family owned and operated – Netwealth

Shaun Trewin

Mar 2
2 min

An Example of a Quality Compounder – Family owned and operated – Netwealth

The attached AFR article below is an example of the culture behind a quality compounder. Netwealth is 50%+ owned by the family that...

The origins of todays mega cap $2T Pharma companies

Shaun Trewin

Jan 22
8 min

The origins of todays mega cap $2T Pharma companies

The origins of today’s most well-known pharmaceutical companies such as Roche, Novartis, Merck, Pfizer, Eli Lilly, Bristol Myers Squibb...

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