Get access to the live portfolio at the centre of Compounding Academy, plus the VaULT watchlist, portfolio updates, and company research behind every position.
Built for serious long term investors who want more clarity, more discipline and less noise.
See exactly what we own, how we size positions, what we believe each business is worth, and where we see upside or downside from here. This is the core of the subscription: a focused portfolio of high quality compounding businesses, managed with a long term mindset and updated as facts change.
View holdings, weights, average purchase price, intrinsic value estimates, expected return, dividend yield, status tags, and concise notes on each position.
Subscribe to get startedVaULT is our watchlist of high quality businesses we would be happy to own at the right price. It helps you stay patient, track future opportunities and build a pipeline of next-best ideas without chasing the market.
Follow fully vetted businesses, monitor potential entries, and keep high-quality targets close until valuation improves.
Explore the VaULTPortfolio Updates turn activity into education. See what changed, when it changed, and why. From trade notes to linked research, this is where subscribers stay current on positioning, conviction and the reasoning behind the portfolio.
Review a date-stamped activity feed, rationale for adds, trims and exits and direct links to the latest company work.
See how the portfolio evolves
Where our attention is right now