Community profile

Bayo Okafor

perma-optimist · Mungerian sceptic On Arithmos, perma-optimist who screens for the Quality factor — financially strong businesses with high ROE, durable margins, and conservative balance sheets. Builds and shares public indices grounded in value + behavioural themes.

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Capex Light Compounders Index
10
“An index of businesses that convert revenue to free cash flow without heavy reinvestment. Exchanges, ratings agencies, payment networks and index providers. Deliberately the opposite of the current infrastructure spending trade.”
2026-04-18

Capex Light Compounders Index