What established compounder haven't you been able to buy yet
u/Ancient_Bobcat_9150 ·
Reddit — r/ValueInvesting
· May 03, 2026 at 08:01
· ⬆ 17 pts
· 💬 40 comments
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AI Summary
Summary
The author identifies several high-quality compounders (Copart, CPKC, Assa Abloy, SAP) that are approaching attractive entry points after recent earnings seasons, though none are in deep-value territory.
Thesis: These businesses are durable long-term holdings, and current price weakness (or near-target levels) creates opportunity to initiate positions, especially for patient investors.
Quality assessment: Speculation with moderate reasoning – not a detailed DD, but shows awareness of business quality and price targets; useful as a watchlist but lacks deep financial analysis.
Score17
Comments40
Upvote %88%
▶ Full Post Text
Today, I don't see companies I like that are in deep-value territory.
But in the last few months, and with earnings seasons passing by, I have several renowned compounders that I follow and feel I may be able to open a position soon. These are rarely cheap and will not have the explosive growth some may look for. But - at the right price - they are a long-term investors dream.
Here are some companies I hope will finally be more accessible (technically, many of them already are accessible - the longer the horizon, the less important it is to find the perfect entry point):
\>**Copart** : I need more reassurance of domestic (US) growth
\>**Canadian Pacific Kansas City** : Very disciplined and effective business considering the headwinds.
\>**Assa Abloy AB** : They are delivering quarter after quarter. Very close to my price target of 325-330Kr (today 350kr)
\>**SAP SE** : I am not in love with that company or sector in general - But it is a major player in EU business operations, and price is getting really attractive. This one actually is close to value territory, and one would have all the reasons to open a position today.
I also follow **Linde Plc** and **Schneider Electric** closely, but they are today too far from a good entry point - quite expensive.
Obviously also keeping an eye open on your usual suspects from the MAG7 (Microsoft and co) but i figured there is not need to mention as every second post here mentions them :)
Author calls CPKC "very disciplined and effective" despite rail headwinds, implying operational strength. The favorable view suggests any further macro weakness could create a buying opportunity for a well-run railroad. Moderate-conviction long-term watch; entry likely on industry-wide dips. Trade disruptions, regulatory issues, or volume declines could hurt earnings.
Author notes SAP is a major EU business operations player and price is "getting really attractive," nearly in value territory. This implies SAP offers a rare entry point for a dominant enterprise software firm at a reasonable valuation. Strongest near-term actionable idea; could be opened today with a long-term view. Cloud transition costs, competitive pressure (e.g., Workday, Oracle), EU economic slowdown.
Author cites CPRT as a renowned compounder but needs more reassurance on domestic US growth before buying. The implied caution suggests they see potential value only after further price weakness or clearer growth signals. A low-conviction watch/long; entry only if domestic growth narrative strengthens or price drops. Slower US volume trends, auction pricing pressure, or macro headwinds could delay recovery.
Assa Abloy "delivering quarter after quarter" and price is near target of 325-330 SEK (currently 350 SEK). A ~6% further decline would hit target, making it an attractive entry for a consistent compounder. Highest-conviction idea in the post; near target, fundamental quality high. Currency (SEK/USD), slowing European construction, or margin compression.
This Reddit post, published May 03, 2026,
features u/Ancient_Bobcat_9150
discussing CP, SAP, CPRT, ASAZY.
4 trade ideas extracted by AI with direction and confidence scoring.