Why the trajectory of a moat is more important than the size of a moat.
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Since I’m based in the US, Thomas’ content gives me a window into the Asia Pacific markets I wouldn’t otherwise have. Every piece is anchored by Thomas’ authentic voice which makes the deep dives very digestible. I’m glad I found him — his work has enhanced my knowledge of the world around me.
Thomas’s deep dives indicate the amount of hard work he has done each time to clearly and concisely put together the most relevant information. Often bringing together a unique and logical perspective that drives each investment thesis, making it genuine, straight to the point and easy to read. His genuine and simple writing is what I love most.
Very much appreciate the way you think about and evaluate investments. My biggest appreciation is your lack of hubris and recognition of confirmation bias. I (prior Air Force) liken this to taking pride in performing a go around rather then feeling the need to land out of every approach. It can be frustrating to spend weeks digging into a company only to discover a red flag late or decide it’s just too hard and set it aside. Choosing to perceive that time as value added learning something new rather than wasted is a rare gift. A close second is an appreciation for the extra time it takes to not only organize your research well, but present it where it is easy to comprehend. Well done.
Thomas is one of most detailed analyst that you can actually understand! In an information market with one end filled with fluff by interenet gurus and the other by institutional analyst that speak alien only they understand, Thomas sits amongst a unique slither of independent analyst that you will find valuable to you. I have interviewed dozens of people in the space, it is not always about the most refreshing and highly acclaimed personalities, sometimes all you need is someone that has depth, you can trust and understand. I endorse Thomas chua!
Thomas provides quality content with a unique perspective. This is different from most business analysts, who provide the same information without original insights. His research reports offer insights into a company's business model, strategy, competitive advantages, quality of management and more. If you want to save time on research work and gain valuable insights of companies, Steady Compounding offers you just that, all at a fair price.
Absolutely love the stock research reports from Thomas! His deep dives on Alibaba and Sea Limited are some of my favourites. I keep coming back to them as a benchmark for how my own research should be done. Thomas breaks down the business and the sector and explains the business value backed with charts and figures. I would highly recommend his stock reports!
Subscribing to Steady Compounding's research report has been one of the best investments I've made this year. Time and attention are the most valuable currencies, and it offers great insights into businesses. Steady Compounding research report is always my first choice if I am looking for high signal, low noise investment research.
Thomas’s deep dive reports illustrate the quality of great businesses, not simply about the numbers. He shares his valuable perspective which come from hours of research, experience, and understanding in both US and China markets. He has admirable traits which seep into his articles, and this includes his thoughtfulness, and generosity to share. I would recommend to subscribe!
Thomas’ in-depth research reports give investors insights into high-quality compounders. We ball have 24 hours a day but with Thomas’ in-depth research reports, we can “gain” more hours in a day and spend it on activities we value most. My interactions with Thomas show me that he is a genuine person who enjoys sharing his knowledge freely with others. That's a trait I admire in him. A subscriber would benefit from this since they know they are paying for a quality product.
I’ve been a member for a while now and have derived a ton of value from it. Especially enjoy the deep dives, Thomas goes into comprehensive detail on the business, future outlook and valuations, which I believe is the way to conduct valuations properly, as compared purely considering the numbers and applying a statistically observed growth rate, or via comparing ratios with other competitors. Love it, and I will not hesitate to recommend!
I have been following Thomas for quite sometimes. His way of putting across stocks investment is always very clear and easily to understand. He is very generous in sharing what he has read and learn. When he started his 1st investment course, I didn't hesitate to sign up. After the end of 6th sessions, I definitely said it is a worthwhile investment. After attending their course, I would said it help me to eliminate all the guessing work in my investment. I now have a proper framework to work with and at the same times, able to keep learning from both of the them after the course ended. Thanks Max and Thomas.
I signed up for Steady Compounding membership because I wanted to add on to my investment knowledge. The idea of a monthly research report was simple and fuss-free. It fits into my hectic schedule perfectly. I could also feel your passion and authenticity in your work. I would go for quality over quantity any day. It takes time to deep dive into a company, so I respect the work you do. Finally, what stood out for me was your writing. It’s engaging and you made it as plain as you possibly could.
I signed up for Steady Compounding because I wanted to learn about investing from someone who has the experience, wisdom and skin in the game. Thomas had all that and more! I enjoy Thomas's clear, engaging and educational research reports and updates. His in-depth analysis of companies paired with his storytelling abilities makes reading about investing fun while educational. I highly recommend Steady Compounding to anyone who wants to compound not only their investment portfolio but also all aspects of life. Thank you, Thomas!