My guest today is Thomas Chua (@SteadyCompound), founder and Lead Editor of Steady Compounding, where he now runs a stock research service focusing on Compounders and publishing his weekly newsletter.

In this conversation, we cover Thomas’ investment style and philosophy, and his story behind Steady Compounding.

I hope you enjoy my conversation with Thomas Chua.

 

For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep20 

 

------

 

Show Notes:

[00:00:31 ] - [First question] - Background

[00:06:11 ] - Was Thomas always keen on sharing his work?

[00:10:34 ] - What does Thomas’ process look like?

[00:13:04 ] - Thomas’ information diet

[00:20:23 ] - From value investing to growth

[00:24:36 ] - Idea generation process

[00:26:01 ] - Situations to avoid 

[00:30:45 ] - Obscure and nitty-gritty research

[00:35:42 ] - Plans for Steady Compounding

[00:37:06 ] - Most undervalued life experience?

[00:38:01 ] - Influential books 

[00:38:35 ] - Where might opportunities lie today?

 

------

 

Connect with Thomas:

Follow Thomas on Twitter: https://twitter.com/SteadyCompound 

Steady Compounding’s Website: https://steadycompounding.com/ 

Steady Compounding’s Substack: https://steadycompounding.substack.com/ 

 

------

 

Mentioned/Recommended Content:

The Joys of Compounding by Gautam Baid: https://www.amazon.com/Joys-Compounding-Passionate-Heilbrunn-Investing/dp/0231197322 

100 Baggers by Chris Mayer: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650 

The Little Book That Still Beats the Market by Joel Greenblatt: https://www.amazon.com/Little-Book-Still-Beats-Market/dp/0470624159 

Atomic Habits by James Clear: https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299 

Poor Charlie's Almanack by Peter D. Kaufman: https://www.amazon.com/Poor-Charlies-Almanack-Charles-Expanded/dp/1578645018 

Poor Richard's Almanack by Benjamin Franklin: https://www.amazon.com/Poor-Richards-Almanack-Benjamin-Franklin/dp/1602391173 

 

------

 

Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 

 

------

 

Connect with Kalani:

Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 

Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 

Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 

Join the DISCORD: https://discord.gg/NPVNPVsCYb