Concentrated Compounding

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Some Thoughts on Banks
And a look at First Republic
Mar 20 • 
Willis Cap
23
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2022 Annual Letter
Dear Investors, The stock market was down 19% this year. High inflation caused the central bank to raise interest rates to attempt to bring it in check…
Jan 11 • 
Willis Cap
17
2022 H1 Letter
To My Clients, Through the first half of 2022, our stock portfolios are down roughly 20-22%, while the stock market is down 20%.Thanks for reading…
Jul 3, 2022 • 
Willis Cap
10
5
2021 Annual Letter
To My Investors, The stock market had another strong year in 2021, gaining 30%. Our stock returns were around 23%, with most of your portfolios up about…
Apr 1, 2022 • 
Willis Cap
14
5
Altice
My Last Levered Value Investment, I Swear
Aug 26, 2021 • 
Willis Cap
22
11
Finding long-term compounders
Welcome to Concentrated Compounding by me, Willis Cap. Discussing stocks. Mostly durable, long-term secular growers with good management teams. Sign up…
Aug 25, 2021 • 
Willis Cap
1
2020 Annual Letter
To My Investors, In the investment markets, 2020 was a truly dramatic year. At the height of the fear over the coronavirus pandemic, US stocks were down…
Jan 5, 2021 • 
Willis Cap
2019 Annual Report
To My Investors, We had a good year in 2019. Most of you had gains in your equity portfolios of around ___%, which was ___ of the 31.5% gain for the…
Jan 3, 2020 • 
Willis Cap
Concentrated Compounding
Finding secularly growing companies and holding them for the long-term

Concentrated Compounding

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Concentrated Compounding

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Concentrated Compounding

Finding secularly growing companies and holding them for the long-term

By Willis Cap
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