About Compounding Quality
About Analyzing Good Businesses
Analyzing Good Businesses (or “AGB”) is a research newsletter covering the history and business model quality of a universe of “good” companies. High returns on incremental capital + long runway for reinvestment is the rubric that these companies are measured by.
AGB aims to analyze why these businesses are “good” and how they sustain that quality over a long period of time.
How to Leverage Analyzing Good Businesses
There are three main value-adds from this newsletter.
- Selection of the companies.