Hi guys , current market environment is absolutely crazy, with indices being driven almost entirely by the semiconductor rally. As a result, many high quality compounders are currently suffering from valuation compression.
I want to avoid the typical "Big Tech" (MSFT, META, AMZN or typical SaaS stocks like Adbe , INTU , NOW and CRM )discussion and focus on pure compounders that I’m currently tracking:$MELI, **$SPGI, $UBER, $FICO, $ROL, $KNSL, $GWRE, $VEEV, $ROP, $POOL, $TSCO, $ZTS, $ROP, BRO.**
These businesses often trade at a premium due to their deep moats and exceptional economics, but the current pullback is catching my interest.
**Some questions for you:**
1. Are any of these currently in your "buy zone" after the recent compression?
2. Which do you see as a temporary correction versus a fundamental shift?
3. Given their typical premium pricing, which of these currently offers the most "incredible" risk-reward profile?
4. Are there any other high-quality compounders with similar characteristics that I’m missing and should be tracking?