QUALITY COMPOUNDERS

Quality management

Quality business models

Compounding capital & knowledge

ABOUT US

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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Value in the Vines
Investor Conference

Friday 25th October 2024

Chateau Elan, at The Vintage

Vintage Dr, Rothbury NSW 2320.

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FROM THE QC BLOG

The Master of 'Influence' - Rob Cialdini - The Knowledge Project

Lachlan Morgan

Oct 8, 20224 min read

The Master of 'Influence' - Rob Cialdini - The Knowledge Project

A fascinating interview with Cialdini from ‘The Knowledge Project’ podcast. I’ve tried to capture a few of the nuggets below. Full...

Frank Slootman (CEO, Snowflake) - ILTB - the highlander gains strength when he kills another

Lachlan Morgan

Aug 9, 20222 min read

Frank Slootman (CEO, Snowflake) - ILTB - the highlander gains strength when he kills another

Great interview with Snowflake CEO, Frank Slootman from Invest Like the Best: here Slootman talks about ‘narrowing the focus’ reminds me...

Morgan Housel - Tim Ferris - ‘Every successful business is a loosely functioning disaster’

Lachlan Morgan

Jul 25, 20222 min read

Morgan Housel - Tim Ferris - ‘Every successful business is a loosely functioning disaster’

A great interview with Morgan Housel on the Tim Ferris Show – here. Housel’s book the Psychology of Money was mentioned at a number of...

Brinton Johns & Jon Bathgate (NZS Capital) - acquired - 'expensive valuations force predictions'

Lachlan Morgan

Jul 7, 20223 min read

Brinton Johns & Jon Bathgate (NZS Capital) - acquired - 'expensive valuations force predictions'

These guys are exceptional thinkers – their paper on ‘complexity investing’ – is a great piece. Power law systems: The most used word in...

Investing - The people business & the founder that made a fortune betting in the opposite direction

Lachlan Morgan

Jun 2, 20224 min read

Investing - The people business & the founder that made a fortune betting in the opposite direction

For the past 18 years, our team has been making the ~20-hour flight to Omaha Nebraska for the Berkshire Hathaway AGM. My colleague, Sam...

The power of network effects and how they work

Shaun Trewin

Apr 26, 202210 min read

The power of network effects and how they work

The Power of Network Effects and how they work This blog has been written based on the book “The Cold Start Problem” by Andrew Chen. It...

The everything store - The pessimists sounded smart ... while the optimists made the money

Lachlan Morgan

Apr 7, 20226 min read

The everything store - The pessimists sounded smart ... while the optimists made the money

Good morning, In 2007, the consensus analyst forecast for Amazon's 2020 sales revenues ranged from $26 billion to $27 billion. In 2020,...

Lachlan Morgan

Nov 24, 20213 min read

Watching out of FOG

FOG … ‘Fact Obfuscating Generalisations’ … or as Ray Dalio (founder of Bridgewater – one of the world’s most successful hedge funds)...

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Quality Compounders

QUALITY COMPOUNDERS

ABOUT US

LATEST QUARTERLY UPDATE

Value in the Vines
Investor Conference

Contact us below for more information

QUALITY COMPOUNDERS

ABOUT US

LATEST QUARTERLY UPDATE

Value in the Vines Investor Conference

Value in the Vines
Investor Conference