HeyJaredSlow Compounding
Looking for high-quality companies that create high shareholder returns. Investing for the long-term | Ex Buy-Side Equity Research Analyst
- Indexed issues, last 90 days
- 11
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- Sep 30, 2026
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- Jul 29, 2026
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Bufab AB (opens the original)
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This is the second company profile in The Overlooked Serial Acquirers, a series examining twelve lesser-known acquisition-driven businesses. Bufab is a more conventional serial acquirer than AQ Group, but its economic engine is equally distinctive. Rather than manufacturing most components itself, Bufab acts primarily as a supply-chain partner for C-parts and technical components, creating ‘Peace of Mind’ for their customers. It takes over work that is operationally cumbersome
AQ Group AB (opens the original)
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This is the first company profile in The Overlooked Serial Acquirers, a series examining twelve lesser-known acquisition-driven businesses. AQ Group is the “Company B” from the introduction: its share price has risen by more than 20,000% since it first traded in 2001, yet its market capitalization is still only around US$2 billion.I’m starting with AQ Group because its model differs from the playbook many investors associate with serial acquirers, i.e. buying niche businesses and largely
The Overlooked Serial Acquirers (opens the original)
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HEICO Q3 2026: Growth Across Every Engine (opens the original)
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2.5 weeks ago, HEICO reported yet another record quarter, with consolidated revenue increasing 23% to $1.41 billion and operating income rising 34% to $355 million. The headline numbers were helped by acquisitions, but the more important takeaway was the strength underneath them: FSG grew organically by 12%, ETG by 18%, and both segments expanded margins. Net income attributable to HEICO increased 33% to $235 million, while diluted EPS rose from $1.26 to $1.67.The quarter also reinforced the two
Inside a Buy-Side Analyst’s In-Depth Research Process (opens the original)
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A few days ago, a reader sent me a message that made me particularly happy. He told me that Slow Compounding had become his favorite newsletter on Substack and that the Valuation Bible had given him several genuine “aha” moments. He then asked a question that I have been meaning to write about for quite some time:How do you actually research a company?Where do you start? What do you look at first? How do you know where to go deeper? And how do you event
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