Concentrated Compounding

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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…
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Willis Cap
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…
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Willis Cap
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…
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Willis Cap
5
Altice
My Last Levered Value Investment, I Swear
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Willis Cap
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…
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Willis Cap
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…
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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…
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Willis Cap
Concentrated Compounding
Finding secularly growing companies and holding them for the long-term

Concentrated Compounding

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