# compounder (blogs) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover compounder. Page: Feed: --- ## [Boston Scientific (BSX): New Position](https://read.aurelionresearch.com/p/boston-scientific-bsx-new-position) _2026-08-19 · Aurelion Research · Aurelion Research_ Company meeting and why we're buying the drawdown ## [How To Read A 13F](https://qualityequities.substack.com/p/how-to-read-a-13f) _2026-08-17 · Quality Equities · Quality Equities_ What the filing shows, what it legally hides, and why most of the coverage published this week will be wrong in the same few ways. ## [What Is Return on Equity — And Why It Fools You](https://qualityequities.substack.com/p/what-is-return-on-equity) _2026-08-14 · Quality Equities · Quality Equities_ Return on equity is one of the most widely used quality metrics in investing, and one of the easiest to manufacture. Here is what it measures, how to take it apart, and when to trust it. ## [New Position: Long-Term Compounder in Surgical Robotics](https://read.aurelionresearch.com/p/new-position-long-term-compounder) _2026-08-12 · Aurelion Research · Aurelion Research_ Cheap valuation and best-in-class margins ## [Visa vs. American Express: Two Ways to Own the Same Secular Shift](https://qualityequities.substack.com/p/visa-vs-american-express) _2026-08-11 · Quality Equities · Quality Equities_ One question. The capital-light network that takes no credit risk, or the integrated model that captures fifteen times as much per dollar of spend and bears the risk to do it? ## [New Position: A High-Conviction Bet on Copper](https://read.aurelionresearch.com/p/new-position-a-high-conviction-bet) _2026-08-10 · Aurelion Research · Aurelion Research_ An undervalued copper producer at an inflection point ## [What Is a Cyclical?](https://qualityequities.substack.com/p/what-is-a-cyclical) _2026-08-09 · Quality Equities · Quality Equities_ How to value a business at the top of its cycle. ## [India Primer: The World's Next Growth Story](https://read.aurelionresearch.com/p/india-primer-the-worlds-next-growth) _2026-08-06 · Aurelion Research · Aurelion Research_ A closer look at India's economy and long-term potential. ## [Fair Isaac (FICO): The Score and the Scrutiny](https://qualityequities.substack.com/p/fair-isaac-fico) _2026-08-04 · Quality Equities · Quality Equities_ The scoring franchise is close to unassailable. 43% of the revenue now rests on a royalty that doubled in twelve months, and the regulator has opened a door. ## [New Position: Our Favorite LATAM Bank](https://read.aurelionresearch.com/p/new-position-our-favorite-latam-bank) _2026-07-30 · Aurelion Research · Aurelion Research_ A scalable digital banking platform at an attractive inflection point ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/F4QWkvJV8LcA) _2026-07-30 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [Portfolio Review](https://read.aurelionresearch.com/p/portfolio-review) _2026-07-28 · Aurelion Research · Aurelion Research_ A look at every holding amid Q2 earnings season and Fed uncertainty, plus our current shortlist ## [How to Read an Earnings Report Like an Analyst](https://qualityequities.substack.com/p/how-to-read-an-earnings-report) _2026-07-28 · Quality Equities · Quality Equities_ A company can beat on earnings and the stock still falls. Here is how to read the release, listen to the call, and interpret guidance the way an analyst does. ## [Nvidia vs. Broadcom: Who Owns the Economics of AI Compute?](https://qualityequities.substack.com/p/nvidia-vs-broadcom) _2026-07-27 · Quality Equities · Quality Equities_ The largest buyers of Nvidia's product are funding the most credible alternative to it. Does that shift transfer economics — and which business is better priced for the answer? ## [Commodity Memo: Navigating the Mining Cycle](https://read.aurelionresearch.com/p/commodity-memo-navigating-the-mining) _2026-07-23 · Aurelion Research · Aurelion Research_ Exploring the key trends driving gold, silver, and copper prices, from monetary uncertainty to AI infrastructure demand. ## [How to Read a 10-K: What Matters Most](https://qualityequities.substack.com/p/how-to-read-a-10-k) _2026-07-23 · Quality Equities · Quality Equities_ The five sections that actually matter — what to read, what to skip, and how to work through a filing in ninety minutes. ## [New Position: High Growth Industrial Compounder](https://read.aurelionresearch.com/p/new-position-high-growth-industrial) _2026-07-21 · Aurelion Research · Aurelion Research_ Deep-dive into an emerging compounder ## [Thoughts on Markets, July 2026](https://read.aurelionresearch.com/p/thoughts-on-markets-july-2026) _2026-07-20 · Aurelion Research · Aurelion Research_ AI's price is collapsing. Meta is selling spare compute, China gave away a frontier model Kimi, and chip stocks fell 18%. Five takeaways for investors. ## [Netflix: From Subscribers to Dollars, Netflix After the Selloff](https://qualityequities.substack.com/p/netflix-from-subscribers-to-dollars) _2026-07-19 · Quality Equities · Quality Equities_ Is a monetization engine built on content that must be repurchased every year durable enough to own, now that growth is decelerating and the disclosure is thinning? ## [Latin America: Go Big or Go Home](https://read.aurelionresearch.com/p/latin-america-go-big-or-go-home) _2026-07-17 · Aurelion Research · Aurelion Research_ Positioning into the next global capital rotation ## [Earn crypto from idle GPUs (Sponsored)](https://crawlproof.com/a/mGpRNG1SQ4Ex) _2026-07-17 · **Sponsored**_ Run one CLI command, connect your GPU, and start receiving crypto payouts. ## [What Is a Reverse DCF? How to See What the Market Is Already Pricing In](https://qualityequities.substack.com/p/what-is-a-reverse-dcf) _2026-07-16 · Quality Equities · Quality Equities_ Stop guessing a growth rate to value a stock. Take the price the market already prints, solve for the growth it assumes — then ask one question: is that achievable?