Luuk @MindfulCompound

Investor in quality businesses led by excellent managers, while ensuring I don’t overpay 🧠 Next to that, I’m a writer of a blog on (high-)quality investing! 📚 mindfulcompounding.substack.com Joined March 2024

Tweets

333
Followers

552
Following

976
Likes

828

Luuk @MindfulCompound

4 months ago

@FirstHillcap @donaldtusk being bullish on Polish investments I guess

0 0 3 205 0

View Details

Quiet Compounders @JayusCap

4 months ago

(1/8) Looking for software-like characteristics, but without the AI disruption fears? Tasmea Limited ($TEA) offers exactly that and more (60% insider ownership, >25% ROIC and a history of tripling EBIT every three years) at less than 13x NTM P/E.

2 1 4 560 3

View Details

tobi lutke @tobi

4 months ago

This is the dumbest thing any government on planet earth is pursuing right now. And that’s saying something.

Jelle @CryptoJelleNL

5 months ago

Sad day in NL, the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies, kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid.

1K 1K 14K 3.4M 945

247 872 9K 965K 432

View Details

Luuk @MindfulCompound

5 months ago

@JohnHuber72 @firstadopter Jevons Paradox

0 0 0 105 0

View Details

David Senra @davidsenra

6 months ago

"Capitalism created the possibility of the win win win. It used to be a zero sum game where somebody won, somebody else lost. The biggest mistake people make, intellectuals in particular, they still think we're in a zero sum world. They're obsessed with some billionaires because Bernie Sanders thinks that Jeff Bezos and Elon Musk somehow stole the money from the people. They don't understand that it's this prosperity machine that's creating more, not just for those billionaires, but for everything that they're touching. They're creating value for their customers, they're creating value for their employees. Their suppliers are flourishing, their investors are seeing their capital go up. It can be reinvested and compound. All philanthropy ultimately comes from business. That's where the profits are. Where does all the taxes come from? It ultimately comes from business as well. This is the engine that's lifting humanity out. The entrepreneurs are the drivers of that engine. Somebody like Elon Musk, he gets a very, very, very tiny sliver of the value that he creates for the whole world." —@iamjohnmackey

David Senra @davidsenra

6 months ago

My Conversation with John Mackey (@iamjohnmackey), co-founder of Whole Foods Market. 0:00 Fanatical Entrepreneurs: Why Work Feels Like Play 2:18 The Missionary vs. Mercenary Co-Founder Conflict 6:16 The Shirtless Hitchhiking Hippie and Johnny Rockefeller 8:12 Entrepreneur

34 97 664 2.7M 901

378 2K 10K 918K 3K

View Details

John Rotonti Jr @JRogrow

6 months ago

"Bill Ruane consistently said that you will make more money from your six best ideas in life than from everything else you do. You really need to know what your six best ideas are. It’s okay to not be excited about everything. It’s okay to not find a great idea for a year or two. When you find that great idea, you want to buy it in size. Sometimes you have to trust your gut." - David Poppe, December 2025 Graham & Doddsville

3 8 83 7K 45

View Details

Bryan Lawrence @brl11

9 months ago

Safety data posted by Waymo this week is great news, showing an ~80% drop in accidents compared to human drivers. Cars driven by humans kill 40,000 Americans a year. If Waymos drove us all, there would be 32,000 fewer deaths each year. It is good to see trials beginning in NYC and this amazing technology spreading

2 1 13 1K 0

View Details

Luuk @MindfulCompound

10 months ago

@evfcfaddict Where did you find that PE already sold a big chunk? Do you know how much is left of their position?

1 0 0 140 0

View Details

Adrián, Head of the arena  @adrivalue

10 months ago

Thoma Bravo is bullish on 🇪🇺 European software companies: - Software spending will grow at ~11% CAGR - They are 25% cheaper vs US comps - There are 13,000+ software cos with over $10M in annual revenue, generally profitable Very bullish for $TOI.V cc $CSU.TO

7 12 172 28K 120

View Details

Luuk @MindfulCompound

11 months ago

@Mufasa_Capital @Mufasa_Capital However, in a downturn like this, one of the things I like about Judges' as an investment is that they are rational enough to strike when others pull back (turning it into an opportunity). Hopefully, they'll buy something and put a good 'crisis' to use.

1 0 0 116 0

View Details

Luuk @MindfulCompound

11 months ago

@Mufasa_Capital 1. Public R&D is also a countercyclical policy, so your conclusion feels a bit rushed; it's something to look out for though. 2. Less Chinese students in the U.S. don't necessarily lead to a loss of rev for Judges. Feels like they just result in a shift in demand to other uni's.

1 0 2 165 0

View Details

Leandro @Invesquotes

4 years ago

1/ A perfect market timer who bought the market at its lowest PE in 1920 (4.8x) and sold at peak PE (44.2x) in 1999 would've realized a 14.5% 79-year CAGR. From this 14.5%... - 2.8%/year was attributable to multiple expansion - 11.7%/year was attributable to biz performance

9 89 367 0 202

View Details

Luuk @MindfulCompound

a year ago

@investseekers @janklp Misschien is dit stuk van enige waarde voor je! (ik heb het niet gelezen)

1 0 2 122 0

View Details

Luuk @MindfulCompound

a year ago

@TheGarpInvestor A bit of survivorship bias in there too.

1 0 0 90 0

View Details

Luuk @MindfulCompound

a year ago

@rp_juanjo @InvEnCalidad Yes these aren't insider purchases, but the company buying back their own shares. Medpace announced a program more than 10% of their current market cap; so if Mr Market keeps the price down - fine by me!

0 0 0 66 0

View Details

Luuk @MindfulCompound

a year ago

@rp_juanjo @InvEnCalidad Not sure about the capital allocation of ICLR, but one nice upside is that management is buying back lots of stock at Medpace. Could be a nice extra kicker for when the industry gets back on its feet (and subsequently the share price of these companies).