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Lesson 1
Compounding Basics
Build the core filter used across the rest of the app: moat, returns on capital, industry tailwinds, and disciplined capital allocation.
18 minbasic8 pagesLocked
At a glance
Lesson shape
8 teaching pages
Core filters
Moat, ROC, growth, allocation, quality
Example names
Microsoft and Apple
Lesson overview
defines what Compound means by a true compounding business.
Lesson pages
8
Learning goals
3
Progress
New
Tier
basic
What you should learn
Define what a compounding company is in the Compound framework.
Understand why returns on capital and reinvestment discipline matter together.
Recognize the business traits that support long-term buy-and-hold confidence.