Weekly Compounder Update: Broadcom, Costco & The Price of Perfection
Welcome to the Weekly Compounder Update. Each week, I look past the headlines to stress-test the investment thesis of the companies on the Arbalist Watchlist. My goal is to separate the noise from what matters to determine if our long-term edge is widening or eroding. Theme of the Week: Good Is No Longer Good Enough […]
Weekly Compounder Update: Netflix Complexity Creep
Welcome to the Weekly Compounder Update. Each week, I look past the headlines to test the investment thesis of the companies on the Watchlist. My goal is to separate the noise from what matters. This week introduces a more concise format. I am shifting my focus from “reporting the news” to a sharper thesis-audit format […]
Weekly Compounder Update | Jobs Surprise, AI Volatility, Mixed Earnings for HD, NVDA, MDT
Welcome back to the Weekly Compounder Update. Each week we track the headlines that matter for long-term investors who care about moats, margins, and durability. Not just price action. This week’s news pulled in two directions. We finally received a delayed jobs report that showed an economy that is still growing but increasingly strained. At […]
Weekly Compounder Update | Shutdown Ends, PMI Softens, and Market Volatility
Welcome back to the Weekly Compounder Update, your weekly look at the developments that matter for long-term investors in quality compounders. Markets had plenty to react to this week. The headlines were noisy, and the macro backdrop remains uneven, yet the companies we track kept moving forward. Prices moved, as they tend to do, yet […]
Weekly Compounder Update | AI Layoffs, Government Shutdown Impacts, and Earnings Strength from Marriott and Parker-Hannifin
Welcome back to the Weekly Compounder Update, where we track the news that matters most for long-term investors focused on quality companies that can compound value over time. This week’s headlines captured both sides of progress. AI-related layoffs highlight the productivity shift already underway, while record private investment shows how deeply businesses are committing to […]
Should You Use I-Bonds to Protect Your Money?
I-Bonds offer a safe way to protect your money from inflation, however, it is important to understand how they work and to have a plan. There are generally two reasons to invest your money: 1) To outpace inflation, 2) To build wealth. If we examine the former, to outpace inflation, we would find that this […]