What to expect from Mindful Compounding?
Hi everyone! In this blog I will delve into topics like investing in high-quality companies, the way legendary investors tackle the investing game, how we can stay calm during irrational times, and much more. I try to post weekly, but my motto is “Quality First”. Studying quality companies, learning from quality investors and reading quality books. If there is one thing I really want to make sure, it is that my blogs will be quality as well. I will give my absolute best for that to happen. Hopefully, you'll join me on this investment journey, and together, we'll learn a great deal!
My investment philosophy
I consider myself a "quality investor" and a big believer in the power of compounding. Buffett taught me it’s better to “buy wonderful companies at fair prices instead of buying fair companies at wonderful prices”.
My investment strategy consists of four question:
1. Is it a wonderful business that generates high returns on capital?
2. Is it run by honest, talented managers with skin in the game?
3. Does the company have attractive reinvestment opportunities?
4. Am I buying it for a fair price?
When I finally find such a high-quality company trading at a reasonable valuation, I make an asymmetric bet and hold onto it for a very long time. As Philip Fisher famously said: "the best time to sell is - almost never."
