This newsletter explains how Pieter screens for "Tiny Titans" — small, high-performing companies with strong fundamentals and long-term growth potential — by applying a strict set of financial criteria. He highlights two examples, The Vita Coco Company and LeMaitre Vascular, to show how boring but profitable businesses can deliver massive returns.
I recently invested in a company not on the list but which I believe meets the requirements of a Tiny Titan. It's called MAREX GROUP (MRX).
It's in an attractive sector with high barriers to entry and good potential for organic growth and acquisitions. I hope to keep it in my portfolio for a long time.
You are amazing! I have been in markets for 25 years and will admit that I love your approach and discipline. Kudos to you
Hi An,
You made my day. I truly appreciate it!
I agree completely. Excellent decision to be a subscriber of Compounding Quality.
Truly appreciate it, Gunter!
less than 10.000
Great post like always :))
I recently invested in a company not on the list but which I believe meets the requirements of a Tiny Titan. It's called MAREX GROUP (MRX).
It's in an attractive sector with high barriers to entry and good potential for organic growth and acquisitions. I hope to keep it in my portfolio for a long time.
Never heard about Marex Group. Will dive into them. Thanks for the tip, Antonio!
Oh! And will you excluding certain industries that may be very capital intensive, like metals and mining?
Correct!
Regarding the poll for how much we are willing to invest ...
Did you mean per company or in aggregate?
In aggregate, should have clarified that!
Perfect! I can definitely do $10k - $50k in aggregate, especially over time as the portfolio is slowly built out.
I recreated the screener in Fiscal and can see the companies. Nice!
Love it, Boris.
I'm so excited for Tiny Titans. I literally can't wait!
How do you calculate the intrinsic value of Vita Coco?
.
What is the entry price do you suggest?
This will be rolled out in the full watchlist shortly!