#39 – In Conversation With Thomas Chua From Steady Compounding Discussing Fundamental Analysis and Quality Growth Compounders

Episode Notes:

Thomas Chua is a Singapore-based investor and founder of Steady Compounding. We discuss:

  1. Deep Value vs. Quality Growth
  2. Fundamental Analysis for Growth Companies – customer satisfaction, employee satisfaction, retention rates, founder-led, Twitter
  3. Mental Models – Circle of Competence, Anchoring, Opportunity Cost, Compounding
  4. Worst Investment Mistake
  5. Resources for Investors
  6. About Steady Compounding

Thomas LinkedIn | Thomas Twitter | Steady Compounding Website | Steady Compounding Newsletter

Resources:

  1. Monish Pabrai, Gautam Baid
  2. Rich Dad, Poor Dad by Robert Kiyosaki
  3. The Joys of Compounding by Gautam Baid
  4. Warren Buffett Letters
  5. Terry Smith YouTube
  6. Michael Mauboussin White Papers
  7. One Up Wall Street by Peter Lynch
  8. Steady Compounding – Disney Article

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Please note:

Information is only for educational and entertainment purposes and should not be relied upon as investment advice.

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