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TQI capital (Typical quality investor)

https://valueb9b.substack.com/

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Latest post19 Oct 2026
LVMH Moet Hennessy Louis Vuitton SE$LVMH: Will LVMH able to reaccelerate growth again?-19 Oct 2026
Alibaba Group Holding LimitedMatt Hu: Fenghe investment, the asian market wizard-12 Oct 2026
MediaTek Inc.Matt Hu: Fenghe investment, the asian market wizard-12 Oct 2026
Samsung Electronics Co., Ltd.Matt Hu: Fenghe investment, the asian market wizard-12 Oct 2026
Novo Nordisk A/SMatt Hu: Fenghe investment, the asian market wizard-12 Oct 2026
Gaotu Techedu Inc.Matt Hu: Fenghe investment, the asian market wizard-12 Oct 2026
TAL Education GroupMatt Hu: Fenghe investment, the asian market wizard-12 Oct 2026
Berkshire Hathaway Inc.The Compounder Fallacy-5 Oct 2026
Gartner, Inc.The Compounder Fallacy-5 Oct 2026
NIKE, Inc.The Compounder Fallacy-5 Oct 2026
Pool CorporationThe Compounder Fallacy-5 Oct 2026
Apple Inc.The Compounder Fallacy-5 Oct 2026
Moody's CorporationThe Compounder Fallacy-5 Oct 2026
Mastercard IncorporatedThe Compounder Fallacy-5 Oct 2026
The Coca-Cola CompanyThe Compounder Fallacy-5 Oct 2026
Fair Isaac CorporationThe Compounder Fallacy-5 Oct 2026
Carvana Co.What 20 Years of Rob Vinall Taught Me About Betting on People-28 Sept 2026
Constellation Software Inc.What 20 Years of Rob Vinall Taught Me About Betting on People-28 Sept 2026
Yum China Holdings, Inc.What 20 Years of Rob Vinall Taught Me About Betting on People-28 Sept 2026
H World Group LimitedWhat 20 Years of Rob Vinall Taught Me About Betting on People-28 Sept 2026
Luckin Coffee Inc.What 20 Years of Rob Vinall Taught Me About Betting on People-28 Sept 2026
Tencent Holdings LimitedWhat 20 Years of Rob Vinall Taught Me About Betting on People-28 Sept 2026
O'Reilly Automotive, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Airbnb, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
CoStar Group, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
ServiceNow, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Wix.com Ltd.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Interactive Brokers Group, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Credit Acceptance Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Meta Platforms, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Carvana Co.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Constellation Software Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Bank of America Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
MSCI Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
H&R Block, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Occidental Petroleum Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
PDD Holdings Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Alcon Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Intercontinental Exchange, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Fortinet, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Philip Morris International Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Otis Worldwide Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Zoetis Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Mettler-Toledo International Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
AppLovin Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
GE Vernova Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Taiwan Semiconductor Manufacturing Company Limited13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Mastercard Incorporated13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Uber Technologies, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Netflix, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Moody's Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
GE Aerospace13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Vulcan Materials Company13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Martin Marietta Materials, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Microsoft Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Ferrovial N.V.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Visa Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
S&P Global Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Capital One Financial Corporation13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Constellation Brands, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
D.R. Horton, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Delta Electronics, Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Alphabet Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Berkshire Hathaway Inc.13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Ollie's Bargain Outlet Holdings, Inc.$OLLI - Negative same store sales growth-7 Sept 2026
Alibaba Group Holding Limited$BABA: Going all in on AI-31 Aug 2026
Alibaba Group Holding LimitedTwo Letters, Two Characters-24 Aug 2026
LVMH Moet Hennessy Louis Vuitton SETwo Letters, Two Characters-24 Aug 2026
Novo Nordisk A/STwo Letters, Two Characters-24 Aug 2026
Carvana Co.Two Letters, Two Characters-24 Aug 2026
Wix.com Ltd.Two Letters, Two Characters-24 Aug 2026
Constellation Software Inc.Two Letters, Two Characters-24 Aug 2026
Constellation Software Inc.$CSU Q2 2026: No AI Target, No AI Timeline-17 Aug 2026
Novo Nordisk A/S$NVO: Going against the current-12 Aug 2026
Gartner, Inc.$IT: Gartner 2Q'26 update-10 Aug 2026
LVMH Moet Hennessy Louis Vuitton SE$LVMH: Will luxury ever turn around?-3 Aug 2026
Interactive Brokers Group, Inc.Google is losing the AI war again?-27 Jul 2026
Alphabet Inc.Google is losing the AI war again?-27 Jul 2026
Netflix, Inc.Netflix: The counterpositioning company-20 Jul 2026