I found a Tiny Titan thanks to Warren Buffett

A HVAC 100-Bagger

Welcome to the 7th edition of my exclusive Tiny Titans behind-the-scenes newsletter. 

Last week, I explained the difference between Tiny Titans and Compounding Quality.

Today, I’ll explain how I found a Tiny Titan stocks thanks to Warren Buffett.

Make sure you don't miss it. Put the launch of Tiny Titans (16 September) in your calendar here.

Hi Partner 👋

I just returned from Hamburg, where I had a meeting with the CEO of what I think will become the next Constellation Software.

Spoiler alert: this company will definitely be covered in Tiny Titans.

The CEO of ‘the next Constellation Software’ (right) and a guy who likes to write a newsletter from behind his laptop (left)

But that’s not what I want to talk about with you today.

In exactly two months from now (16 September), Tiny Titans will launch. Currently there are 8,329 people on this waiting list.

I can already tell you that there will be way more demand than available spots for Tiny Titans.

I literary can’t wait for Tiny Titans to launch:

Here’s what things look like so far:

An example

2023 was the first time I physically attended the annual shareholder meeting of Warren Buffett in Omaha (Nebraska).

I had the privilege to see Charlie Munger for the last time.

He passed away on the the 28^th of November 2023 that year (the day before my birthday).

A company I was researching back then? Watsco.

It’s a serial acquirer of Heating, Ventilation and Airconditioning (HVAC) companies in the US.

When I took an Uber from the airport to my hotel, John (the Uber driver) told me he installed HVAC equipment during the day.

If you know me, you would have already guessed that I fired off question after question to John.

The key takeaway? Watsco was by far his preferred HVAC company to work with.

They have a lot of facilities across the entire country and their offering is way wider than the ones of their peers.

This confirmed my thinking that Watsco might be an interesting investment.

After the annual shareholder meeting of Warren Buffett, Vitaliy Katsenelson invited me to attend an YPO event (a global community of young CEOs).

As Tom Gayner (the CEO of Markel) was also there and I knew he owned a position in Watsco, I started talking with him.

He ended up being one of the kindest persons I’ve ever met, and we talked one-on-one for about 30 minutes about why Watsco might be a great investment.

Watsco is a company I would have loved to own 20 years ago.

The stock is up over +15,000% (!) since 1985.

Here’s a list with companies that went up at least 100x:

Source: Bespoke

The goal of Tiny Titans? To find the next Watsco.

I can’t wait to get started.

Today’s Action Item

All the puzzle pieces are falling into place.

I am 100% sure that Tiny Titans will be the most valuable service I’ve ever created.

Last week, it became clear that you want a weekly email over a monthly magazine.

This will be implemented as I’m listening to all Partners (you mean the world to me).

Here’s the question for this week:

Finally, here’s an email I received last week:

Unfortunately I need to disappoint you. There is no way to reserve your spot. The spots will be distributed based on a first-come first-served basis.

Talk to you next week!

Everything In Life Compounds
Pieter

P.S. Tiny Titans will launch on the 16th of September. Don’t forget to put it in your calendar here.
P.P.S. Are you already sure that you will join? Leave your email here and you can subscribe one hour before everyone else on the 16th of September.

Disclaimer

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