According to @QCompounding, investors should target companies whose Owner's Earnings grow at least 12% annually, noting that higher growth generally drives better returns (source: @QCompounding). Owner's Earnings is the distributable cash after necessary reinvestment, a concept outlined by Warren Buffett and used to assess true economic profitability (source: Berkshire Hathaway 1986 Shareholder Letter). Traders can operationalize this guidance by calculating a 3–5 year Owner's Earnings CAGR and filtering for names at or above 12% to identify capital-efficient compounders for potential outperformance (source: @QCompounding).