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Compound & Fire

Deep dives into quality companies from a finance manager turned investing nerd.

compoundandfire.substack.comSource feed ↗10 episodes

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Latest episodes

The Impact of Artificial Intelligence on Kelly Partners Group: Potential Disruption and Opportunity

Overblown Market Fears: A Great Chance for Investors to Become a KPG Long-term Partner.

My Top 2026 Picks, the C&F Community Portfolio Picks and Monthly Updates.

A Year of Growth, Lessons Learned, and Top Picks from Our Quality Investing Community

A Heartfelt Thank You to Our Quality Investing Community: Reflecting on 2025 and Looking Ahead

As we close out an incredible year, celebrate our growth, innovative initiatives, and shared passion for compounding knowledge and wealth. Let's make 2026 even better!

Exciting News: Launching "Compounding Leaders" Podcast with Brett Kelly!

Episode 1 Insight: Brett Kelly Reveals the Insurgent Edge in The Founder's Mentality

Ashtead Technology Holdings: Forging Offshore Resilience Through Equipment Mastery and Bold Expansion

Exploring a Niche Leader in Subsea Rentals. From Energy Transition Plays to High-Return Acquisitions. For Long-Term Wealth Builders in Global Quality Investing

Enter the Stocklist 2026 Competition: Pick Your Winners and Compete with Fellow Subscribers!

Join the Stocklist 2026 Competition and pick your 3 quality stocks which will show great returns in 2026.

Quality Stocks in a Price Recession: A Healthy Correction and Opportunity to Buy

I have increased my position in Kelly Partners Group this morning.

Norbit ASA: A Norwegian Tech Compounder with Enduring Moats for Long-Term Investors

A Deep Dive into Norbit's Innovative Business Model, Strong Management Alignment, and Sustainable Growth Drivers in Quality Investing

Update On CCOI: A Cogent But Delayed Gratification

How a “7-Eleven” model of edge AI architecture could unlock the hidden value in Cogent Communication?

Novo Nordisk ($NVO): A Quality Investing Deep Dive into the GLP-1 Leader's Long-Term Potential and Risks

Quality Investment Analysis of GLP-1 Drugs, Obesity Market Growth, Key Risks for Long-Term Investors, and Valuation: Is $NVO Truly a Bargain?