Why subscribe?

The Daily Compounder aims to be the highest quality equity research resource on Substack. We provide deep research with expert level precision to assist you with outside idea generation at an affordable price. This is my life’s work, and I take providing it to our customers seriously.

In addition, we provide maintenance research on each idea we write up and provide macro commentary that I think helps contextualize the opportunity set in markets today. The winners of the next decade will not be the winners of the last, position you and your family’s wealth accordingly.