Undiscovered Compounders
masterscompounding.bsky.social
Professional rock-turner. Finding the companies the market hasn't found yet, but can't ignore for long. 10+ years in the markets. Deep dives in the newsletter ↓ Join +1.2K Readers: https://www.undiscoveredcompounders.com/
👤 Joined on 10 janvier 2026
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- 10 Oca 2026, 15:38
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boards put the biggest share into deals right around 2000, when everything was most expensive lol
Show Postand reading the boring filings. still free lol
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Earnings transcripts are a fresh layer of institutional flow. They sit alongside the calendar at the 12-hour horizon in volatility models, where rebalancing events dominate predictability.
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Interesting chart. The thing you have to know is beating the market by 5% over 20 years is great. These people beating the market by 10+% for 20+ years is incredible; hard not to get rich. Doing it for 30+ years is amazing. For 20 years could be say 38x versus 7x (if S&P up 10% per year).
Show PostThe "Touch Grass" effect is now proven. No more excuses.
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