Quality Investing Weekly: Compounding Wealth with HEICO & FICO
Join our global community for deep dives, stock battles, and Discord insights on quality businesses like HEICO, FICO, and more.
Welcome to Compound & Fire, where we’re on a mission to build wealth the smart way—hunting for top-quality businesses that grow shareholder value over the long haul, paving the road to financial freedom and early retirement.
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Hey Quality Investors,
Another week of compounding knowledge and vibrant discussions! Our Discord is buzzing, my watchlist is growing, and I am diving deeper into quality businesses. Here’s what happened this week and what’s coming next.
What’s New This Week?
Deep Dive: HEICO Corporation
I wil kick off with a comprehensive analysis of HEICO Corporation, a stellar player in aerospace and defense. From its niche dominance to robust financials, HEICO’s compounding potential is undeniable. Missed it? Read the full deep dive and share your thoughts in the comments or on Discord!Quick Scan: Teqnion vs. Chapters Group
In my latest Quick Scan, I have pitted Swedish serial acquirer Teqnion against German counterpart Chapters Group. Both are masters of decentralized growth, but Teqnion’s edge in profitability and execution earned it a spot on my Watchlist. Check out the full battle and let me know if you agree with the verdict!Discord Community Highlights
Our Discord community is on fire, driving our research and building a true investing hive mind. Here’s what went down:
FICO Joins the Watchlist: After a poll featuring ten stock ideas, our community voted FICO onto the Watchlist. Its credit-scoring moat and recurring revenue make it a compelling contender. Great call, everyone!
Next Deep Dives Chosen: The community spoke, and we’re tackling LVMH and Mercado Libre next. Expect luxury goods and Latin American e-commerce to take center stage coming weeks.
Portfolio Sharing: Member Giacco shared his portfolio, sparking discussions. It’s a goldmine for discovering new stocks and refining strategies. Want feedback on your portfolio? Post it in the #portfolio-sharing channel on Discord!
Valuation Masterclass: In the #podcast channel, we’re raving about Aswath Damodaran’s valuation masterclass. It’s a must-watch for sharpening your DCF skills.
Stablecoin Debate: A lively thread kicked off with Dorian asking, “Visa. Who here is shareholder and has an informed opinion on the retail stablecoins venture, weakening its moat?” Vincent countered, “Visa is so deeply entrenched everywhere that it seems even more unlikely that Europe creates its own Visa alternative.” Jump into the #Visa channel to weigh in!
Airbnb Deep Dive: Member Defcon dropped a 4-hour podcast on Airbnb. Planning a lazy weekend? This is your investing binge. Thanks, Defcon!
Voluntary paid memberships
I’m committed to keeping Compound & Fire free for all, but free newsletters get less visibility on Substack. That is why I consider voluntary paid membership. Any earnings out of this I want to give back somehow. Let me know if you have any suggestions.Book Giveaway Winners
First two winners received “The Perceptive Investor. The third one is on it’s way to India!
What’s Next Week?
Quick Scan: Visa vs. Mastercard: We’ll battle these payment giants, dissecting their moats, growth, and stablecoin risks. Who’s your pick?
Valuation Refresh: I’m revisiting Computer Modelling Group to update its valuation. Is this simulation software gem still undervalued? Stay tuned.
Meanwhile, I’m teaming up with Abhinav, one of our stellar community members, to optimize and automate the models I share on Discord. This is a testament to the power of sharing knowledge and compounding insights together!
Join the Compound & Fire Journey
I often hear, “What’s the cost to join your Discord?” Here’s the deal: it’s completely free! My mission is to build the world’s largest community of quality investors, and that starts with open access. The only requirement? A passion for long-term, high-quality investing. No short-term speculation or meme stocks here. Jump into our Discord to share ideas, debate stocks and markets, or drop your own analysis. Subscribe for free to Compound & Fire:
Got feedback or a stock you’d love me to analyze? Drop a comment below or message me on Discord. Let’s keep compounding wealth together!
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Disclaimer
The information in this article is provided for informational and educational purposes only.
The information is not intended to be and does not constitute financial advice or any other advice, is general in nature, and is not specific to you. Before using this article’s information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence.
None of the information in this article is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. The author is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.