According to QCompounding, Peter Seilern argues that true compounding is driven by owning excellent, resilient, high-quality companies rather than chasing cheap valuations, source: QCompounding on X, Dec 28, 2025. For trading and portfolio construction, the actionable takeaway is to prioritize durable quality leaders that can be held through market cycles as a systematic playbook, source: QCompounding on X, Dec 28, 2025.