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$122.3M follower assets

Doing deep research of individual companies in the chase of alpha.

Main contributor at Best Anchor Stocks. There's a two week free-trial.

Founder of The Global Investor
Leandro's avatar
$122.3m follower assets
Semi final #1
Which of the following companies you think is higher quality?
25%Constellation Software
16 VotesPoll ended on: 06/18/22
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$122.3m follower assets
Round 2 of the Contest of Compounder Champions!
After yesterday's polls, the following companies managed to make it through:

If you want to vote in the second round, follow the links below! They take you to the 4 polls!

Pairing #1 of Round 2: $COST vs $V

Pairing #2 of Round 2: $RACE vs $CNSWF

Pairing #3 of Round 2: $ASML vs $ADBE

Pairing #3 of Round 2: $TXN vs $LVMUY

Remember to comment with your reasoning so that everyone can benefit!

Thanks for participating!
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$122.3m follower assets
Pairing #4 of round 2
Which of the following companies is higher quality?
42%Texas Instruments
26 VotesPoll ended on: 06/16/22
I say $TXN because in both good and bad times, their products continue to be in demand. Everyone can live without Fendi or Louis Vuitton. But many professionals and students rely on Texas Instrument's graphing calculators, semiconductors, etc.
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$122.3m follower assets
Pairing #2 of round 2
Which of the following companies is higher quality?
50%Constellation Software
24 VotesPoll ended on: 06/16/22
This is the first time I've heard of Constellation Software. Reading about it on Wikipedia, it reminds me of those companies that seek growth through acquisition.

I say $RACE is higher quality due to its strong brand.
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$122.3m follower assets
If you are a long term investor your priority should be the health of the economy, not the short-term interest rate level.

In 10 years time, interest rates will be at an unpredictable level, but almost certainly a healthy economy will allow your holdings to prosper.
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$122.3m follower assets
The Contest of Compounder Champions
What's up Commonstock!

I have prepared the following contest that could be fun. I (together with another user) selected 16 high quality companies that have a history of compounding returns for shareholders and paired them against each other.

Quality is obviously something subjective but we did our best to select those companies that are of extreme high quality. If you don't see any FAAMG company that's because we avoided them on purpose.

What's the goal?

The goal is to end up with the highest-quality compounder as the winner.

When deciding your vote, you should focus on the company, not the current stock price. Besides the vote, we encourage you to give your reasoning so that others can benefit!

To vote for your preferred company for each pairing, I have prepared the following 24-hour polls for the first round!

Pairing #1: Costco vs Accenture

Pairing #2: Visa vs Zoetis

Pairing #3: Sartorius SB vs Ferrari

Pairing #4: Constellation Software vs Cadence

Pairing #5: ASML vs Hermes

Pairing #6: Adobe vs Copart

Pairing #7: Intuit vs Texas Instruments

Pairing #8: S&P Global vs LVMH

Hope you enjoy the contest!
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