I Bought This High-Quality Compounder

We're heavily buying into this new company.

Welcome back, Fluenteers! 👋🏻

We’ve recently been adding a new company to our portfolio. This company has a beautiful story behind it, a powerful mission, management with significant skin in the game, and a powerful secular trend. Moreover, global expansion is underway, and this is just the beginning.

I’m expecting significant outperformance compared to any index and most other listed companies.

Happy compounding!

Why Are We Buying This Company?

Some businesses grow fast. Others grow inevitably.

This one is the latter.

It quietly owns a critical link in a large, mature industry, handling what happens when assets reach their end of life.
When things go wrong, speed and efficiency are everything. This company has built the infrastructure to solve that problem at scale.

It’s not just a marketplace.
It’s a physical, digital, and logistical moat that’s incredibly hard to replicate.

Here’s what I like:

• Essential role in an industry where time is money

• Deep, sticky relationships with major players who rely on it to move quickly

• A massive operational footprint that would take decades to rebuild

• Proprietary technology that locks in both sides of the transaction

• Global expansion that’s still in the early innings

Financially, it’s attractive:
High margins, asset-light growth, minimal debt, and strong free cash flow.

And it compounds quietly, without hype, without needing to win headlines.

The best part?
Its growth is tied to long-term trends like increasing asset complexity, rising replacement rates, and international market adoption.

This isn’t a momentum play.
It’s a bet on a steady, durable compounder that’s more important to the system than most people realize.

What Company Am I Buying?!

I’ll stop keeping you on your tippy toes!

We’re buying…