#39 - In Conversation With Thomas Chua From Steady Compounding Discussing Fundamental Analysis and Quality Growth Compounders

<p><strong>Episode Notes:</strong></p> <p>Thomas Chua is a Singapore-based investor and founder of Steady Compounding. We discuss:</p> <ol> <li>Deep Value vs. Quality Growth<br> </li> <li>Fundamental Analysis for Growth Companies - customer satisfaction, employee satisfaction, retention rates, founder-led, Twitter<br> </li> <li>Mental Models - Circle of Competence, &nbsp;Anchoring, Opportunity Cost, Compounding<br> </li> <li>Worst Investment Mistake<br> </li> <li>Resources for Investors<br> </li> <li>About Steady Compounding<br> </li> </ol> <p><a href="https://www.linkedin.com/in/chuathomas/"><u>Thomas LinkedIn</u></a> | <a href="https://twitter.com/steadycompound"><u>Thomas Twitter</u></a> | <a href="https://steadycompounding.com/"><u>Steady Compounding Website</u></a> | <a href="https://steadycompounding.substack.com/"><u>Steady Compounding Newsletter&nbsp;</u></a></p> <p><strong>Resources:</strong></p> <ol> <li><a href="http://www.chaiwithpabrai.com/"><u>Monish Pabrai</u></a>, <a href="https://twitter.com/Gautam__Baid"><u>Gautam Baid</u></a></li> <li><a href="https://amzn.to/3cwTeyq"><u>Rich Dad, Poor Dad by Robert Kiyosaki</u></a></li> <li><a href="https://amzn.to/2Pd8CXL"><u>The Joys of Compounding by Gautam Baid</u></a></li> <li><a href="https://steadycompounding.com/resources/#buffett"><u>Warren Buffett Letters</u></a></li> <li><a href="https://www.youtube.com/c/interactiveinvestoruk/about"><u>Terry Smith YouTube</u></a></li> <li><a href="https://drive.google.com/drive/folders/1JNYa0SFZtai-x5NsI_EoB9x0Tw-Z5uVs"><u>Michael Mauboussin White Papers</u></a></li> <li><a href="https://amzn.to/39pB2Vs"><u>One Up Wall Street by Peter Lynch</u></a></li> <li><a href="https://steadycompounding.com/investing/why-i-own-disney-shares/"><u>Steady Compounding - Disney Article</u></a></li> </ol> <p><strong>Cold Brew Money Links</strong></p> <p>[podcast_subscribe id="111"]</p> <p><a href="https://coldbrew.money/links/"><u>Subscribe to Cold Brew Money</u></a> | <a href="https://coldbrew.money/"><u>Abo