Quality Compounders I Home

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.

LATEST QUARTERLY UPDATE

Download Report

Never Miss a New Post.

FROM THE QC BLOG

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

Lachlan Morgan

Jun 2
4 min

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
10 min

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
6 min

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, 2021
3 min

Watching out of FOG

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

Rags to Riches – The story of the humble uniforms and laundry 400 bagger!

Shaun Trewin

Nov 16, 2021
8 min

Rags to Riches – The story of the humble uniforms and laundry 400 bagger!

“Pinch Pennies. Work Hard. Make Sacrifices. Reinvest in the business. And go for the long term” Cintas. What an incredible founder-led...

The power of Increasing Returns, Lock in and Learning Systems

Shaun Trewin

Sep 29, 2021
11 min

The power of Increasing Returns, Lock in and Learning Systems

The insights from this blog have been drawn from the book Complexity by M. Mitchell Waldrop. This book outlines how a group of diverse...

Lachlan Morgan

Sep 7, 2021
4 min

The 'awful' track record of box tickers

A recent conversation with a former ASX director provided the inspiration for this blog post – after we were given a rare, front-row view...

The Salesforce Playbook & yet another founder paid a $1 salary!

Shaun Trewin

Aug 11, 2021
6 min

The Salesforce Playbook & yet another founder paid a $1 salary!

An investment in Salesforce.com at the 2004 IPO would have yielded a ~100x return ($1.1B market cap in 2004 to $242B today), this sort of...