40 min

20 | Thomas Chua, Steady Compounding Compounding Curiosity

    • Investing

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 
 
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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?
 
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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/ 
 
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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 
 
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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

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

40 min