Skip to content
HeyJared

Daniel's Deep Dive

I uncover quality companies and long-term compounders through deep fundamental analysis. My goal is to give you actionable insights for informed, long-term investment decisions.

Newsletter · By narrative than by reality and numbers.\" · Official site

Indexed issues, last 90 days
8
Latest publication
Sep 18, 2026
Audience
Checking…
Earliest in this view
Jul 3, 2026

Latest issues

  1. Issue · Sep 18, 2026

    I Bought a New Company: Family-Owned, 57% ROIC, 12.8% Organic Growth & Debt-Free (opens the original)

    Excerpt · Positive tone

    Read excerpt

    I finally had the opportunity to buy a business that was on my buy list for about two years! But before we take a look at it, just a quick reminder that I share all my transactions and of course also the portfolio where I invest my own money. Everything I write here is actionable and based on the same conviction that guides my personal investments. So you can follow every transaction I do and find the reasoning behind each mo

  2. Issue · Sep 10, 2026

    S&P Global: Transforming for the Age of AI (opens the original)

    Excerpt

    Read excerpt

    When we talk about quality businesses S&P Global (SPGI) is probably one of the first names that comes to my mind. There are very few businesses that combine such a strong moat, solid growth and high profitability. So it’s probably not very surprising that the stock compounded at around 15% p.a. over the past 30 years.At the same time, the company went through several major changes in recent years. One of the biggest milestones for SPGI was the $44 billion acquisition of IHS Markit in 2022, which

  3. Issue · Sep 3, 2026

    Halma: The Invisible Serial Acquirer (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    In today’s deep dive, we’re taking a closer look at Halma plc which my subscribers picked in a recent poll as the next company I should cover.And if you’ve followed my work for a while, you probably know that I prefer boring quality compounders. These businesses aren’t discussed that much on social media and they definitely don’t make the news like the latest Nvidia earnings but they quietly compound in the backgrou

  4. Issue · Aug 12, 2026

    8 Reasons You Shouldn’t Trust the P/E Ratio (opens the original)

    Excerpt

    Read excerpt

    Imagine you discover a new company, take a closer look at the business and eventually see that it fits perfectly with your investment strategy. So you decide that you definitely want to have it in your portfolio. But the next question is usually: At what price would I actually buy it? There are many ways to answer this question but one tool I probably see most often is valuation multiples and especially the price-to-earnings ratio or simply P/E.And actually my impression wasn’t that wrong becaus

  5. Issue · Jul 31, 2026

    You Choose My Next Deep Dive (opens the original)

    Excerpt · Positive tone

    Read excerpt

    Hey guys, yesterday published my update on Rollins and we’re already moving on to the next one!As a small thank you for all your support, I thought it would be fun to let you pick one of my next deep dives.I think I’ll keep the poll open for about a week, and I’m already pretty curious to see what you’ll pick.<p style="text-align

Publishing over time

Last 90 days. Choose a month to open its work.

Recurring subjects

Named in the text we hold. One piece can cover several.

Audience

No verified audience measurement yet.

About this data

Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.

Identity or attribution wrong? Suggest a correction.

See coverage about Daniel's Deep Dive