According to @QCompounding, Kelly Partners Group (KPG) is their highest-conviction pick for 2026. According to @QCompounding, the company operates as a network of accounting firms led by Brett Kelly. According to @QCompounding, KPG has doubled in size every three years since its IPO. Based on @QCompounding’s doubling-every-three-years claim, this implies roughly a 26 percent compound annual growth rate in size, a rate directly relevant for growth and momentum trading screens derived from the source. According to @QCompounding, the source does not mention any cryptocurrency exposure or blockchain-related catalysts, so crypto market impact is not specified in the source.

According to @QCompounding, Yogesh Jangid shares a discounted cash flow (DCF) valuation framework to estimate intrinsic value by projecting future free cash flows and discounting them to the present. source: @QCompounding and Yogesh Jangid In standard practice, DCF entails forecasting free cash flow to the firm or equity, selecting an appropriate discount rate such as WACC, estimating a terminal value, and summing present values to get enterprise or equity value. source: CFA Institute Traders and investors use DCF outputs as fair value anchors and run sensitivity analysis on discount rates and terminal growth to quantify upside and downside for entry and exit decisions. source: Aswath Damodaran, NYU Stern The same DCF process applies to any cash-flowing firm, including listed crypto businesses like exchanges and BTC mining companies, supporting valuation-aligned positioning across cycles. source: Aswath Damodaran, NYU Stern

According to @QCompounding, Peter Lynch’s Beating the Street argues that individual investors can achieve market-beating returns by buying businesses they understand and believe in; source: @QCompounding. Lynch presents this as a bottom-up, circle-of-competence stock-picking method documented throughout Beating the Street; source: Peter Lynch, Beating the Street. Practical trading takeaway: focus your watchlist on companies whose products you use, research their fundamentals, and hold with conviction when the thesis remains intact, consistent with Lynch’s documented approach; source: Peter Lynch, Beating the Street.

According to @QCompounding, intelligent investing is value investing that emphasizes long-term, rational, and conservative stock selection. Source: @QCompounding, Twitter post on Dec 31, 2025, https://twitter.com/QCompounding/status/2006411106948993497. For trade execution, The Intelligent Investor by Benjamin Graham prescribes buying financially sound companies with a margin of safety using moderate valuations (price no more than 15 times average earnings and price-to-book no more than 1.5, with P/E×P/B not exceeding 22.5), stable 10-year earnings, and a long, uninterrupted dividend record, while avoiding excessive leverage. Source: Benjamin Graham, The Intelligent Investor, Revised Edition (HarperBusiness, 2006), Chapter 14. Practically, this means screening for large, conservatively financed firms with a current ratio of at least 2 and long-term debt not exceeding net current assets (for industrials), alongside the earnings and dividend criteria, before diversifying to reduce single-name risk. Source: Benjamin Graham, The Intelligent Investor, Revised Edition (HarperBusiness, 2006), Chapter 14. For timing and risk control, Graham recommends maintaining a disciplined stock–bond allocation and using dollar-cost averaging to mitigate entry-point risk and reinforce investor temperament over prediction. Source: Benjamin Graham, The Intelligent Investor, Revised Edition (HarperBusiness, 2006), Chapters 4–5.

According to @QCompounding, Security Analysis is a valuation masterclass for investors focused on fundamentals, source: @QCompounding on X, Dec 31, 2025. The post cites the maxim 'The stock market is a voting machine in the short run and a weighing machine in the long run,' emphasizing long-run, fundamentals-based decision-making for traders, source: @QCompounding on X, Dec 31, 2025.

According to @QCompounding, the book Quality of Earnings emphasizes that traders should closely examine a company's financial statements and reported earnings to judge their true quality and reliability before making decisions; source: https://twitter.com/QCompounding/status/2006411094810570809. The stated takeaway is to prioritize validated earnings quality over headline figures as part of trading due diligence; source: https://twitter.com/QCompounding/status/2006411094810570809.

According to @QCompounding, a free Warren Buffett e-book and a list of 100 examples of high-quality stocks are available at https://compounding-quality.kit.com/2f3001f6a5, positioned as resources derived from reading approximately 5,000 pages of Buffett’s material. Source: Compounding Quality (@QCompounding) on X, Dec 31, 2025 https://twitter.com/QCompounding/status/2006379970499661948 and compounding-quality.kit.com/2f3001f6a5.

According to Compounding Quality, 2025 was an exceptional investing year, with the S&P 500 increasing by about 18% for the year, source: Compounding Quality on X, Dec 31, 2025. According to Compounding Quality, the author plans to share 10 crucial investment insights, though no sector-level or strategy details were provided in the post, source: Compounding Quality on X, Dec 31, 2025. According to Compounding Quality, the post does not reference cryptocurrencies or digital assets, source: Compounding Quality on X, Dec 31, 2025.

According to @QCompounding, they have read everything Warren Buffett has said and written, totaling about 5,000 pages; source: @QCompounding on X, Dec 31, 2025. The author is offering a free e-book and a list of 100 examples of high-quality stocks via compounding-quality.kit.com, providing a curated set aligned with Buffett-style quality investing; source: @QCompounding on X, Dec 31, 2025.

According to QCompounding, Warren Buffett began purchasing Berkshire Hathaway in 1962 at $7.5 per share and a single share is now worth more than $600,000, underscoring the scale of long-term compounding in this stock (source: QCompounding). According to QCompounding, using the move from $7.5 to at least $600,000 over roughly 63 years to the post date implies a minimum compound annual growth rate of about 19.6 percent, providing a concrete benchmark for evaluating multi-decade buy-and-hold performance (source: QCompounding; calculation derived from the stated prices and timeline). According to QCompounding, the author has compiled a free 60-page e-book summarizing key learnings from Berkshire’s journey, offering investors an organized framework to study compounding-driven equity returns (source: QCompounding).

According to @QCompounding, Warren Buffett’s principle that the market is a voting machine in the short term and a weighing machine in the long term directs traders to prioritize intrinsic value over short-term price swings when making trade decisions, source: @QCompounding. This long-term focus can be applied across stocks and crypto by emphasizing durable value drivers and de-emphasizing daily volatility in assets such as BTC and ETH, source: @QCompounding.

According to @QCompounding, complexity kills returns and traders should favor simple businesses with clear, easy-to-verify numbers, reflecting Warren Buffett’s preference for straightforward models (source: @QCompounding on X, Dec 30, 2025). For trade selection and risk control, this guidance supports prioritizing transparent revenue, cash flow, and unit economics while avoiding opaque structures that obscure fundamentals, a lens that can also be applied to digital assets and token projects with straightforward tokenomics and auditable on-chain metrics (source: @QCompounding on X, Dec 30, 2025).

According to @QCompounding (source: https://twitter.com/QCompounding/status/2006048741548056966), stocks represent ownership in real businesses, so traders should approach equities with an owner’s mindset rather than gambler behavior. According to @QCompounding (source: https://twitter.com/QCompounding/status/2006048741548056966), this guidance directs market participants to base decisions on business quality and long-term value instead of short-term speculation.

According to @QCompounding, Warren Buffett's maxim that 'the stock market is designed to transfer money from the impatient to the patient' means traders should codify patience instead of chasing every move (source: @QCompounding). Concrete execution for volatile assets, including crypto, is to trade higher timeframes (daily/weekly) with trend confirmation, limit weekly trade count to A+ setups, and predefine longer holding and staggered take-profit windows to avoid noise scalps (source: @QCompounding). Risk controls aligned with patience include lower turnover, a fixed cool-off period after losses, and journaling wait-time adherence to prevent revenge trades and maintain discipline (source: @QCompounding).

According to @QCompounding, Investor AB (INVE B) is a Swedish investment company that holds businesses for the long term and works closely with them to build market leaders, source: Compounding Quality on X. Investor AB is controlled by the Wallenberg family, reinforcing a stable, long-horizon ownership model, source: Investor AB 2024 Annual Report. The company lists core holdings such as ABB and Atlas Copco, providing concentrated exposure to global industrial cycles, source: Investor AB portfolio overview 2024. INVE B trades on Nasdaq Stockholm, giving equity traders a diversified gateway into European industrial leaders via a single holding company, source: Nasdaq Stockholm listing information. For crypto traders, IMF research shows global equities have become more correlated with Bitcoin (BTC) since 2020, so moves in European industrial bellwethers can influence broader risk appetite in digital assets, source: International Monetary Fund, Crypto Prices Move More in Sync with Stocks (2022).

According to @QCompounding, KKR (KKR) is a global leader in alternative investing with core platforms in private equity, infrastructure, and real estate. According to @QCompounding, the firm earns recurring management fees on large funds and collects performance fees when investments perform well. According to @QCompounding, the source does not cite any cryptocurrency exposure, so no direct crypto market linkage is described.

According to @QCompounding, Copart CPRT runs the world’s largest online marketplace for vehicle auctions and salvage sales, working mainly with insurance companies to sell damaged and very old vehicles to buyers worldwide, highlighting an insurance-driven supply model and broad global demand for CPRT (source: @QCompounding). The same source does not mention any cryptocurrency exposure or tokenization plans for CPRT, indicating limited direct crypto market impact from this update (source: @QCompounding).

According to @QCompounding, Lifco (LIFCO-B) is a Swedish serial acquirer that owns a decentralized group of niche market leaders, source: @QCompounding on X. According to @QCompounding, Lifco operates in three core segments: Dental, Demolition & Tools, and Systems Solutions, source: @QCompounding on X. For traders tracking LIFCO-B, the segment mix identified by @QCompounding outlines the company’s operational exposure across dental, demolition tools, and systems solutions, source: @QCompounding on X. No financial metrics, guidance, M&A pipeline details, or crypto-market linkage were provided by the source, according to @QCompounding on X.

According to @QCompounding, Adobe (ADBE) generates revenue primarily via subscriptions, with 96% of revenue recurring and anchored by widely used tools like Photoshop and Illustrator, source: @QCompounding. For trading, a 96% recurring-revenue mix underscores revenue visibility and cash-flow durability that investors typically prize in subscription software valuations, source: Adobe investor relations. For crypto markets, the update contains no direct crypto exposure or token tie-ins, implying limited immediate read-through for BTC or ETH, source: @QCompounding.

According to @QCompounding, Inter Parfums (IPAR) sells premium fragrances under long-term licenses with brands such as Montblanc, Jimmy Choo, and Coach, while outsourcing manufacturing and focusing on product design, marketing, and global distribution (source: @QCompounding). Based on this business model, traders can view IPAR as asset-light with lower capital intensity, where earnings durability hinges on license performance and global sell-through rather than factory utilization (source: @QCompounding). Key trading watchpoints include the timeline and strength of brand-license agreements and regional demand trends, which directly affect revenue visibility and margin stability under this structure (source: @QCompounding).