Invest In The Best Companies & Compound True Lasting Wealth
Welcome to FluentInQuality!
My name is Yorrin van der Graaf, and I’m the creator of FluentInQuality.
FluentInQuality is for self-directed investors who want to:
Find high-quality small and mid-cap compounders before the market notices them, including the overlooked European names almost nobody covers
Read the full thesis instead of a ticker, with the numbers, the risks and the valuation work laid out so you can disagree with me
Build the process to judge a business on your own, rather than outsourcing conviction to someone else
If you want to specifically learn how to separate a genuinely high-quality business from one that simply looks cheap, I've got something interesting for you:
About me 👋🏻
Hi, my name is Yorrin,
I’m an independent investor based in the Netherlands. I research listed businesses full time and publish the work in public. No fund, no bank, no product to sell you. That independence is the entire point, because it means I can write that a company is overvalued without worrying about who reads it.
I’m 28, and I started FluentInQuality because the research I wanted to read did not exist. Coverage of European and US small caps is thin to the point of absurdity. Excellent businesses with decades of runway trade with two analysts following them, or none at all, simply because they are too small to matter to an institution and too obscure to trend on social media. That gap is where I spend my time.
What I’m known for is depth. A single piece here often runs longer than most people are willing to write, because the interesting part of an investment case is rarely in the first three paragraphs. If you have ever finished a stock write-up and still had no idea what would actually make the business fail, you’ll understand why I work this way.
Here’s what you get 🚀
Every week, I’ll send you a piece of original research to help you find and value quality businesses on your own terms.
Premium members also get full-length deep dives on individual companies, my valuation work with the assumptions shown, portfolio updates, and access to the archive of every closed thesis.
Here are some of my most popular articles to help you get started:
Ps. Want access to every deep dive, valuation model, and portfolio update?
Click the button below to see everything you’ll get as a member of the Fluent Few:
