Quality Compounders I Blog

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

Oct 8, 2022
4 min

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, 2022
2 min

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, 2022
2 min

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, 2022
3 min

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...

Lachlan Morgan

Jun 21, 2022
2 min

Sanjay Ayer on the Business Brew

Good morning, To help our investors and network hopefully gain a better understanding of what we are reading and listening to … in...

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

Lachlan Morgan

Jun 2, 2022
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, 2022
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, 2022
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 30, 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...

The second most expensive words in investing ...

Lachlan Morgan

Sep 15, 2021
1 min

The second most expensive words in investing ...

If the words ‘I’ve missed it’ … are the most expensive words in investing … then the second most expensive words are ‘I’m waiting for the...

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...

The incentives driving Facebook's CEO v Commonwealth Bank's CEO

Lachlan Morgan

Jul 1, 2021
2 min

The incentives driving Facebook's CEO v Commonwealth Bank's CEO

With Facebook crossing $1 Trillion in market value this week, we thought it would be worth highlighting the striking difference in...

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

Shaun Trewin

Jun 23, 2021
12 min

Peter Lynch said Fred 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...

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