Van’s Compounders

This is my personal portfolio, shared with the people who follow me on X. It holds a small number of businesses I think can keep growing earnings for years: strong margins, real pricing power, and management that reinvests well.

I don’t trade around headlines. I add when a business I like gets cheaper for reasons I think are temporary, and I sell when the story I bought into breaks or I find something clearly better.

The bet is simple: a handful of great businesses held long enough will beat chasing whatever is moving this week.

This is part of a paid partnership. It’s my personal view, not investment advice, and it’s separate from any fund I manage.