According to @QCompounding, after significant tech stock losses in 2000, Stanley Druckenmiller separated from George Soros (source: @QCompounding). According to @QCompounding, he then focused on refining Duquesne’s portfolio to target consistent growth (source: @QCompounding).

According to @QCompounding, a curated list featuring over 100 examples of quality stocks has been shared to help investors generate ideas and conduct portfolio screening. Source: https://twitter.com/QCompounding/status/1964359096510918790; https://compounding-quality.ck.page/46bb4b8793 Traders can use the list as a starting universe for building watchlists, running quality-factor backtests, and monitoring earnings and relative strength; no cryptocurrencies were mentioned in the announcement. Source: https://twitter.com/QCompounding/status/1964359096510918790; https://compounding-quality.ck.page/46bb4b8793

According to @QCompounding, during the 2008 Global Financial Crisis, Stanley Druckenmiller limited Duquesne Capital's losses, keeping the portfolio steady relative to industry-wide declines, highlighting disciplined downside risk control and capital preservation as key trading priorities (source: @QCompounding). For traders, the takeaway is to prioritize drawdown limits and relative performance in crash regimes to protect compounding, a framework equally relevant to volatile crypto markets (source: @QCompounding).

According to @QCompounding, what matters most for returns is a combination of fundamentals, including business quality, growth, and reinvestment, and valuation, meaning the price you pay to enter; source: @QCompounding. Both must be considered in any buy decision, as ignoring either leads to hard lessons for investors and traders; source: @QCompounding.

According to @QCompounding, buying a wonderful company at a fair price is superior to buying a fair company at a wonderful price, noting that cheap low-quality stocks can keep getting cheaper and that stock prices ultimately follow intrinsic value growth; source: @QCompounding, Sep 6, 2025. For trading, this favors prioritizing quality and intrinsic value growth over headline discounts, aligning entries near fair value rather than chasing the cheapest names; source: @QCompounding.

According to @QCompounding, buyers who purchased Microsoft at the Dotcom Bubble peak in 2000 had to wait 16 years to make a profit, underscoring that price paid at euphoric highs—not company quality—determined the return path. According to @QCompounding, the trading lesson is that overpaying at cycle tops elongates payback periods and drawdown duration, making entry discipline critical. According to @QCompounding, crypto traders in BTC and ETH should apply the same peak-pricing risk framework by avoiding late-cycle chase behavior and managing entries to reduce the probability of multi-year underwater positions. According to @QCompounding, great assets can still deliver poor outcomes if bought at bubble valuations, so risk management must prioritize price discipline at highs.

According to @QCompounding, over the last five years higher-valuation, quality businesses continued to outperform while cheap stocks such as Verizon VZ and Intel INTC kept getting cheaper, source: @QCompounding. For traders, this highlights a persistent quality-versus-value divergence where momentum and relative strength have favored quality leaders over deep-value laggards in recent years, source: @QCompounding. The post provides no direct mention of cryptocurrencies or crypto market linkages, source: @QCompounding.

According to @QCompounding, an earnings growth model estimates yearly returns, giving traders a clearer baseline of expected performance before taking a position. According to @QCompounding, a reverse DCF reveals the growth and profitability expectations already embedded in the current price so buyers can see what assumptions they are paying for. According to @QCompounding, using both tools together provides a clearer view of what you are really buying.

According to Compounding Quality (@QCompounding), analyzing a company's financial statements already puts an investor ahead of 90% of the market, and they shared a link to a list of the top 10 financial ratios every investor should know to level up skills. Source: Compounding Quality on X, Sep 4, 2025, https://twitter.com/QCompounding/status/1963574199731036399 This post is presented as a practical resource to improve investment analysis of company financial statements. Source: Compounding Quality on X, Sep 4, 2025

According to @QCompounding, Software Circle (SFT) is focused on acquiring Vertical Market Software businesses across the UK and Ireland, highlighting a concentrated buy-and-build strategy that can shape trading setups in SFT, source: @QCompounding. Since 2021, the company has completed nine acquisitions, signaling sustained inorganic growth momentum that traders can monitor for M&A-driven catalysts in SFT, source: @QCompounding.

According to @QCompounding, Cicor is growing at a similar pace to Heico but trades at a far lower valuation multiple, highlighting a relative-value setup for equity traders (source: @QCompounding). According to @QCompounding, Heico is one of the best-performing U.S. stocks, which makes Cicor’s discount versus comparable growth particularly notable for potential re-rating monitoring (source: @QCompounding). According to @QCompounding, the comparison is illustrated with materials sourced from Cicor, underscoring the valuation gap for investors focused on growth-adjusted multiples (source: @QCompounding; image source: Cicor).

According to @QCompounding, Röko (ROKO.B) is a Swedish serial acquirer that buys small and medium-sized niche companies across Europe and currently owns 29 businesses, source: @QCompounding. The group typically avoids taking full control, keeping founders invested via ownership stakes to maintain motivation, source: @QCompounding. The source post does not note any direct implications for cryptocurrency markets, source: @QCompounding.

According to @QCompounding, Berkshire Hathaway, LVMH, Danaher, and Constellation Software are serial acquirers that grow by buying small private companies and compounding returns over decades, source: @QCompounding. According to @QCompounding, these stocks are described as multi-baggers, underscoring a long-term compounding approach driven by small, private acquisitions, source: @QCompounding. According to @QCompounding, the post does not reference cryptocurrencies or digital assets, source: @QCompounding.

According to @QCompounding, a resource comparing Free Cash Flow and EBITDA was shared and credited to @BrianFeroldi on X on September 1, 2025. Source: @QCompounding on X, 2025-09-01. The post does not include company tickers, sector breakdowns, or quantitative figures, indicating no direct market-moving disclosures and positioning it as an educational reference for evaluating valuation metrics. Source: @QCompounding on X, 2025-09-01. No cryptocurrencies or digital assets are mentioned in the post, and it provides no immediate implications for BTC or ETH. Source: @QCompounding on X, 2025-09-01.

According to @QCompounding, Free Cash Flow Yield is calculated as free cash flow per share divided by stock price, and a higher FCF yield typically signals a cheaper stock valuation. Source: @QCompounding on X. Traders generally derive free cash flow per share from trailing 12-month free cash flow, defined as cash from operations minus capital expenditures, divided by weighted average diluted shares, which standardizes comparisons across companies for valuation screens. Sources: U.S. SEC Investor.gov, Investopedia. They then compare a stock’s FCF yield to sector or peer medians to identify relative value and rank candidates in screening workflows. Source: Investopedia.

According to Compounding Quality (@QCompounding), FCF conversion is defined as free cash flow divided by net income (FCF / Net Income), providing a straightforward metric traders can compute for quality screening; source: Compounding Quality (@QCompounding), X post dated August 28, 2025. According to Compounding Quality (@QCompounding), a higher FCF conversion suggests stronger earnings quality, making the free cash flow to net income ratio useful for ranking stocks within sector watchlists; source: Compounding Quality (@QCompounding), X post dated August 28, 2025. According to Compounding Quality (@QCompounding), traders can incorporate FCF conversion into a screening workflow to prioritize companies that exhibit higher earnings quality as indicated by the metric; source: Compounding Quality (@QCompounding), X post dated August 28, 2025.

According to @QCompounding, FCF margin is calculated as Free Cash Flow divided by Sales and measures how much cash is generated per dollar of sales, providing a direct read on cash conversion efficiency for equity screening, source: @QCompounding on X, Aug 28, 2025.

According to @QCompounding, stock-based compensation dilutes shareholders and should be excluded to get a clearer view of true cash flow. According to @QCompounding, traders can improve valuation work and free cash flow analysis by removing SBC to avoid distortion from shareholder dilution.

According to @QCompounding, free cash flow is calculated as Operating Cash Flow minus Capital Expenditures, and operating cash flow measures business cash inflows, source: @QCompounding on X, Aug 28, 2025. Traders can pull operating cash flow and CAPEX directly from the cash flow statement in 10-K/10-Q filings to compute FCF for stock screening and comparables, source: U.S. Securities and Exchange Commission, A Beginner’s Guide to Financial Statements. FCF is a core input for discounted cash flow valuation and for assessing buyback or debt-repayment capacity that can influence pricing of equities including crypto-exposed companies, source: CFA Institute, Free Cash Flow Valuation.

According to @QCompounding, net income includes non-cash items while free cash flow reflects only actual cash movements, highlighting why traders should separate accounting profit from cash generation, source: @QCompounding. For trading decisions, FCF is the cleaner gauge of liquidity and capacity to fund operations, capex, and buybacks compared with net income, which can be distorted by non-cash charges, source: CFA Institute; @QCompounding. In crypto-linked equities such as exchanges and miners that face revenue volatility, monitoring FCF trends can better indicate resilience and runway than headline earnings, source: CFA Institute; @QCompounding.