Catch up on the best stories on Hidden Compounders
Hi readers,
This newsletter was inspired by Mohnish Pabrai, and his coined term, “Hidden Compounders”. These companies are what he classifies as the next Visa like investments but just happen to be uncovered. Learn more about his thought process here.
The companies I’ll feature won’t necessarily be as cheap as Pabrai likes, but they will all have the same qualities — hidden moats, long growth runways, and terrific operators. Each month or so, I will be putting out a qualitative assessment of a business that I think fits these characteristics.
Please don’t take anything that I publish as investment advice as my only goal is to shed some light on what makes these companies great rather than what makes these companies great investments.
I’ll be publishing a post on a small-cap in the next 1-2 weeks. Please subscribe and / or follow my twitter @hcompounders if you’d like to receive this update.
In the meantime, tell your friends!