The Compounding Tortoise
SubstackArticles
145
Companies covered
33
Sectors
6
Countries
9
Research Articles
1H 2026 - Lotus Bakeries
Aug 7, 2026
Q2 2026 - Topicus.com
Aug 6, 2026
Q2 & 1H 2026 - Lumine
Aug 5, 2026
Q2 2026 - Linde
Aug 3, 2026
Q2 2026 - O'Reilly Automotive
Aug 2, 2026
Q2 2026 - Ferrari
Jul 30, 2026
1H 2026 - Hermès Int'l
Jul 29, 2026
Q2/1H 2026 - Otis Worldwide
Jul 22, 2026
Q3 2026 - Diploma PLC
Jul 19, 2026
Q2 & 1H 2026 - Lifco
Jul 14, 2026
Diploma PLC
Jun 30, 2026
Q2/1H 2026 - HEICO - Full Analysis
May 29, 2026
Q3 2026 - AutoZone
May 27, 2026
>30 Years of McKinsey's Book on Valuation
May 20, 2026
Constellation Software's 2026 AGM
May 18, 2026
Q1 2026 - Constellation Software
May 14, 2026
Q1 2026 - Ferrari
May 11, 2026
Q1 2026 - Linde Plc
May 8, 2026
Q1 2026 - Harvia
May 7, 2026
Q1 2026 - Topicus & Lumine
May 6, 2026
Q1 2026 - O'Reilly Automotive
May 3, 2026
Q4/FY 2025 - Hermès Int'l
Feb 13, 2026
Q4/FY 2025 - Harvia - Full Analysis
Feb 12, 2026
Q4/FY 2025 - Ferrari
Feb 10, 2026
FY25 - Lotus Bakeries - Full Analysis
Feb 6, 2026
Q4/FY 2025 - O'Reilly Automotive
Feb 5, 2026
Q4/FY 2025 - Linde
Feb 5, 2026
Q4/FY 2025 - Lifco AB - Full Analysis
Jan 30, 2026
Q4/FY 2025 - Otis Worldwide
Jan 29, 2026
Q3 2025 - Puuilo - Analysis
Dec 11, 2025
Q1 2026 - AutoZone - Analysis
Dec 9, 2025
Q3 2025 - Harvia - Full Analysis
Nov 6, 2025
Q3 2025 - Topicus
Nov 5, 2025
Q3 2025 - Ferrari
Nov 4, 2025
Q3 2025 - Linde
Oct 31, 2025
Q3 2025 - Otis Worldwide
Oct 30, 2025
Q3 2025 - Lifco
Oct 24, 2025
Q3 2025 - O'Reilly Automotive - Full Analysis
Oct 23, 2025
Q3 2025 - Hermès Int'l
Oct 22, 2025
Ferrari's 2025 Capital Markets Day
Oct 9, 2025
Q4 2025 - AutoZone - Analysis
Sep 23, 2025
Constellation Software's AI Conference Call
Sep 23, 2025
Q2/1H 2025 - Puuilo Oyj - Full Analysis
Sep 11, 2025
Deep Dive - Lotus Bakeries
Aug 28, 2025
Q2/1H 2025 - Harvia - Full Analysis
Aug 7, 2025
Q2/1H 2025 - Topicus.com - Analysis
Aug 2, 2025
Q2 2025 - Linde Plc - Full Analysis
Aug 1, 2025
Q2/1H 2025 - Ferrari - Full Analysis
Jul 31, 2025
1H 2025 - Hermès Int'l - Full Analysis
Jul 30, 2025
Q2 2025 - O'Reilly Auto - Full Analysis
Jul 24, 2025
Q2 2025 - Otis Worldwide - Analysis
Jul 23, 2025
Q2 2025 - Lifco AB - Analysis
Jul 14, 2025
Deep Dive - Diploma Plc
Jun 30, 2025
Pitching Harvia to a Family Office
Jun 10, 2025
Q3 2025 - AutoZone - Full Analysis
May 27, 2025
Constellation Software's 2025 AGM: Full Summary
May 16, 2025
Q1 2025 - Topicus.com - Analysis
May 8, 2025
Q1 2025 - Harvia - Full Analysis
May 7, 2025
Q1 2025 - Ferrari - Analysis
May 6, 2025
Q1 2025 - Linde Plc - Full Analysis
May 1, 2025
Q1 2025 - Lifco - Analysis
Apr 25, 2025
Q1 2025 - O'Reilly Auto - Full Analysis
Apr 24, 2025
Q1 2025 - Otis Worldwide - Analysis
Apr 23, 2025
Q1 2025 - Hermès Int'l
Apr 17, 2025
Deep Dive - Ferrari
Mar 28, 2025
Q2 2025 - AutoZone
Mar 4, 2025
Exor Cutting Its Ferrari Stake by Roughly 16%
Feb 27, 2025
Q4 and FY 2024 - Topicus.com
Feb 27, 2025
Q4 and FY 2024 - Hermès Int'l
Feb 14, 2025
Q4 and FY 2024 - Harvia Plc - Full Analysis
Feb 13, 2025
Q4/FY 2024 - O'Reilly Auto - Full Analysis
Feb 6, 2025
Q4/FY 2024 - Linde Plc - Full Analysis
Feb 6, 2025
Q4/FY 2024 - Ferrari - Full Analysis
Feb 4, 2025
Q4/FY 2024 - Lifco AB - Full Analysis
Jan 31, 2025
Trimming O'Reilly Automotive (>35% Gross IRR)
Jan 30, 2025
Q4 2024 - Otis Worldwide - Analysis
Jan 29, 2025
LVMH's FY 2024 Results
Jan 28, 2025
Burberry Lifting Luxury Sector
Jan 24, 2025
Q1 2025 - AutoZone - Analysis
Dec 10, 2024
Deep Dive - Constellation Software Inc.
Dec 3, 2024
Q3 2024 - Harvia - Full Analysis
Nov 7, 2024
Q3 2024 - Topicus.com - Full Analysis
Nov 1, 2024
Q3 2024 - Linde Plc - Full Analysis
Oct 31, 2024
Q3 2024 - Otis Worldwide - Analysis
Oct 30, 2024
Q3 2024 - O'Reilly Auto - Full Analysis
Oct 24, 2024
Q3 2024 - Hermès Int'l - Analysis
Oct 24, 2024
Q3 2024 - Lifco AB - Full Analysis
Oct 22, 2024
Preview Q3 Lifco: Stabilizing Comps
Oct 7, 2024
Q4/FY 2024 - AutoZone - Analysis
Sep 24, 2024
Deep Dive - Harvia Plc
Sep 20, 2024
Calculating ROIC for a Serial Acquirer (Lifco)
Aug 30, 2024
Deep Dive - O'Reilly Automotive
Aug 29, 2024
O'Reilly Automotive's 2024 Analyst Day
Aug 21, 2024
Deep Dive - Lifco AB
Aug 9, 2024
Q2 2024 - Harvia - Full Analysis
Aug 8, 2024
Q2 2024 - Linde Plc - Full Analysis
Aug 3, 2024
1H 2024 - Hermès Int'l - Full Analysis
Jul 26, 2024
O'Reilly Automotive's Q2 2024 - Full Analysis
Jul 25, 2024
Q2 2024 - Analyzing Otis' Performance
Jul 24, 2024
Highly Attractive M&A Deal for Harvia
Jul 23, 2024
Burberry: Another Profit Warning
Jul 15, 2024
Reviewing Lifco's Q2 Performance
Jul 12, 2024
Deep Dive - Otis Worldwide
Jun 28, 2024
Preview Q2 Lifco: Trading at Lofty Multiples
Jun 25, 2024
Q3 FY24 AutoZone - Analysis
May 21, 2024
Q1 2024 - Topicus.com
May 2, 2024
Deep Dive - Linde Plc
Apr 26, 2024
Significant Insider Buying at Lifco
Apr 26, 2024
Q1 2024 Results Lifco AB
Apr 24, 2024
LVMH Q1 2024 Sales Performance
Apr 16, 2024
Preview Lifco Q1 2024 Report
Apr 15, 2024
Deep Dive - AutoZone
Mar 28, 2024
What To Make of Topicus' Special Dividend?
Mar 6, 2024
Deep Dive - Hermès International
Feb 29, 2024
FY2023 Results Lifco AB
Feb 2, 2024
Deep Dive - Topicus.com
Jan 29, 2024
LVMH - FY 2023 Earnings Discussion
Jan 25, 2024
