HeyJaredThe Compounding Tortoise
Sharing in-depth reports on high-quality compounders | Teaching our subscribers how to build a portfolio with high returns and low risk
- Indexed issues, last 90 days
- 27
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- Sep 30, 2026
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- Aug 12, 2026
Latest issues
Auroora’s Accelerated Book-Building (opens the original)
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Today, there was a piece of news regarding Auroora:Certain shareholders of Auroora sold a total of approximately 3.9% of the company's shares in an accelerated bookbuilding process at a price of EUR 9.40 per share. Prior to the transaction, the sellers owned around 11.1% of the company and sold approximately one-third of their holdings. Thus, the sellers will remain significant owners of the company (with a holding of over 7%). The sellers have committed to a new 90-day lock-up period. Thus, it
The Beauty Tech Group Kicks Off 20 Million Buyback (opens the original)
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Today, The Beauty Tech Group’s kicked off its 20 million GBP share buy-back announced two weeks ago. Now that we know the conditions, and most likely the pricing, we can adjust the IRR upward as we believe the buyback’s being carried out a price well below intrinsic value.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!n_7U!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff9f8d258-7f54-4c08-
Call with ILPRA’s Management (opens the original)
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Today, we had our call with ILPRA’s CFO to discuss the 1H report. The company’s management is looking forward to a strong 2H. The war in the Middle East hasn’t derailed the company’s order-intake in the region, and ILPRA’s working on multiple M&A deals as we speak. The next deal would be something in Beauty, a very high ROI opportunity for ILPRA to reorganize and scale up. Then, there’s another case - combined, they’d be adding 12 million in net sales.The objective is to reach 100 million EUR in
Establishing Target Allocation (opens the original)
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Today, we established our target allocation for our latest pitch and buy. Read more
1H 2026 - Fope & ILPRA (opens the original)
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Just like ILPRA, Fope released its 1H report last Friday during the market’s regular trading hours, instead of after-hours as has been its historical practice. And, similarly, EBITDA, EBITA, EBIT, net profit… grew a lot more than people’d expected. Fope had already press-released its 1H sales growth, standing at +32%. The CEO emphasized that this strong growth trajectory reflects genuine underlying demand, remaining impressive even when excluding the list price increases implemented to offset ri
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