

Investing in Quality Compounders with Simon Young & Mark Wharrier
Oct 17, 2025
In this engaging discussion, Simon Young, a UK equity specialist and author of The Curious Compounder, teams up with Mark Wharrier, an experienced investor and co-host of the Business Case podcast. They delve into the traits that define quality compounders, such as high return on capital and founder leadership. By analyzing companies like Wise and Goodwin, they reveal how adaptability and strategic long-term views play crucial roles in their success. Listeners also learn valuable tips for spotting potential future compounders in the market.
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Three Pillars Of Compounding Growth
- Compounders need three things: high return on capital, growth, and duration.
- Companies that can reinvent and self-disrupt sustain compounding over decades.
The Power And Reality Of Exponential Returns
- True compounding is durable long-term growth above typical market returns, often north of 10%pa.
- Much of the uplift comes from
Personal Discovery Led To Investing In Wise
- Simon used his personal experience as a Wise user to investigate and invest in the company.
- He liked Wise's low-cost transfers, fast execution, and flywheel of reinvested savings.