Quality Compounders

Business

Quality Compounders

by Proven and highly profitable business models

Welcome to Quality Compounders, the show where we explore the world's most exceptional businesses. Forget the flash-in-the-pan trends and meme stocks. We're diving deep into companies with a proven track record of profitability, rock-solid financials, and enduring competitive advantages.AI is used in production and factual errors may occur. We may be invested in companies that are discussed. For educational and entertainment purposes only, not investment advice. Hosted on Acast. See acast.com/privacy for more information.

47 episodes

EN language

All Episodes

1

Nvidia and Snowflake Earnings Deepdive: AI Software Growth About to Accelerate?

15:35 Nov 21, 2024

2

Earnings Deepdive - Walmart’s Surge vs. Target’s Struggles

17:32 Nov 20, 2024

3

ASML Investor Day Takeaways

24:32 Nov 20, 2024

4

Arista: The Network Behind the Cloud

19:15 Nov 9, 2024

5

Experian: The Data Behind Credit

49:38 Nov 9, 2024

6

Verisk: The Data and Analytics Powering Insurance

15:49 Nov 9, 2024

7

Moody's: Deciphering the World of Credit

24:14 Nov 9, 2024

8

Tyler Technologies: Powering the Public Sector

26:09 Nov 9, 2024

9

BlackRock: Beyond the Trillions

15:44 Nov 9, 2024

10

Unilever: Beyond the Brands

18:26 Nov 9, 2024

11

Mastercard: The Heart of Global Payments

15:28 Nov 9, 2024

12

Motorola Solutions: Critical Communications

25:38 Nov 3, 2024

13

Descartes: Logistics Untangled

45:52 Nov 3, 2024

14

ResMed: Breathe Easy

18:45 Nov 3, 2024

15

Zoetis: The Business of Animal Health

19:34 Nov 3, 2024

16

Adobe: The Empire of Creativity

23:41 Nov 3, 2024

17

ICE Breakers: The Story of a Financial Markets Maverick

30:53 Nov 3, 2024

18

Kinsale: Niche Domination

19:57 Nov 3, 2024

19

Intuit: Beyond the Spreadsheet, Creating Prosperity

27:06 Oct 26, 2024

20

Netflix: The Business of Streaming

35:45 Oct 26, 2024

21

Cencora: The Unsung Heroes of Healthcare Delivery

24:54 Oct 26, 2024

22

McKesson: Beyond Distribution - Powering Healthcare's Future

23:58 Oct 26, 2024

23

Danaher: Continuous Improvement and Market Domination

55:06 Oct 25, 2024

24

Keyence: The Hidden Giant of Automation

17:44 Oct 25, 2024

25

RELX: Information is Power

27:20 Oct 25, 2024

26

L'Oréal: The Beauty Empire

28:43 Oct 24, 2024

27

Accenture: The Inside Story of a Global Consulting Giant

29:21 Oct 24, 2024

28

P&G: The Brand Builders

16:29 Oct 24, 2024

29

LVMH: Decoding The Luxury Lab

20:20 Oct 24, 2024

30

Hermès: Beyond the Birkin Bag

21:06 Oct 24, 2024

31

Atlas Copco: From Railways to Robots

18:35 Oct 23, 2024

32

Costco Craze: Inside the Warehouse That Stole Our Hearts (and Wallets)

18:49 Oct 23, 2024

33

Home Depot: The Story - From Startup to DIY Empire

16:21 Oct 23, 2024

34

UnitedHealth: Healthcare Heavyweight or Goliath?

15:22 Oct 23, 2024

35

ASML: Silicon Valley's Secret Weapon

13:40 Oct 23, 2024

36

Roper's Winning Formula: Niche Markets, Recurring Revenue, and Disciplined Growth

13:10 Oct 23, 2024

37

Visa - From Plastic to Pixels

19:19 Oct 23, 2024

38

Novo Nordisk - How It Changed Diabetes Care Forever

21:44 Oct 23, 2024

39

Thermo Fisher: From Test Tubes to Takeovers

22:24 Oct 23, 2024

40

TSMC: The Silent Giant Powering the Digital World

38:29 Oct 21, 2024

41

Broadcom: From Chips to Clouds - The Hock Tan Playbook

54:44 Oct 21, 2024

42

Nvidia: Powering the AI Revolution

38:00 Oct 20, 2024

43

Amazon: Prime Time

41:20 Oct 20, 2024

44

Meta: Unfriending the Past, Embracing the Future?

44:33 Oct 20, 2024

45

Alphabet Soup: Diving Deep into Google's Parent Company

38:27 Oct 19, 2024

46

Microsoft: The Saga - From DOS to Domination

38:31 Oct 19, 2024

47

Apple: Understanding Its Enduring Success

36:46 Oct 15, 2024

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