Title: 4 Stocks You Should Look Into (#QualityTuesday) Show: Compounding Quality (Substack, compoundingquality.net) Guest: Pieter Slegers (author) Date: 2026-03-10 URL: https://www.compoundingquality.net/p/4-stocks-you-should-look-into Length: written post (public) — no timestamps Note: Public post, captured in full. Body text verbatim; page chrome (subscribe buttons, like/share counts) removed. The webinar recording and the "Investing for Growth" e-book are download links in the original. =====
It's #QualityTuesday!
In this series, I'll teach you 5 things about the stock market in less than 5 minutes.
1. Portfolio Update
Yesterday we gave an exclusive webinar covering the following topics:
General market update
Portfolio update
4 stocks we're looking into today (and you should too)
You can watch it for free: Download the recording
2. The 3-Level Moat Check
Not all moats are the same.
Some are wider than others.
Here are 3 different levels of moat:
Level 1 - Convenience moat: Customers stay because it's easy.
Level 2 - Economic moat: Customers stay because switching costs money.
Level 3 - Structural moat: Customers stay because there is no real alternative.
You should focus on Level 2 and Level 3 Moats.
3. One simple investment quote
Diversification is a double edged sword.
The more experience you have, the less diversification makes sense.
Just listen to Warren Buffett.
4. Investing for Growth
Do you know Terry Smith? He's a well-known quality investor.
His strategy is simple:
Buy good companies
Don't overpay
Do nothing (hold for the long term)
Learn the essentials of his investment strategy via this e-book: Investing for Growth
5. Stock Pitch: Auto Partner ($APR)
How does the company make money?
Auto Partner is a Polish distributor of car parts. They make money by selling spare parts, tools, and accessories to garages and repair shops. The company benefits from steady demand, since people need to keep their cars running no matter the economy. Auto Partner can be seen as 'the Polish Autozone'.
The company is cheap and has a strong track record in creating shareholder value.
Here are some fundamentals:
Net Debt/EBITDA: 1.6x
Net Income Margin: 4.8%
ROIC: 17.5%
Forward PE: 9.7x
CAGR Since IPO (2016): 23.1%
Source: Fiscal.ai
Everything in life compounds Pieter (Compounding Quality)
Book
Order your copy of The Art of Quality Investing here
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data