Data as of 7 August 2020 Amazon.com (NASDAQ: AMZN) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Jeff Bezos founded Amazon in 1994. A year later, the company started business by selling just books...
Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...
Data as of 1 August 2020 PayPal Holdings (NASDAQ: PYPL) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description PayPal was first listed in the US stock market in February 2002, but it was acquired...
Data as of 1 August 2020 Netflix (NASDAQ: NFLX) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Netflix is based and listed in the US. When it IPO-ed in 2002, the company’s main business...
Data as of 1 August 2020 Medistim ASA (MEDI.OL) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Founded in 1984, Medistim is the smallest company by market capitalisation (NOK 4.33 billion as of 1...
Compounder Fund started its investing activities on 14 July 2020. Jeremy and myself have been hard at work deploying the fund’s initial capital into our favourite Compounders. We completed the exercise a few days ago. The table below shows Compounder Fund’s initial portfolio, which consists of 40...
Note: This article was first published in The Business Times on 29 July 2020. It may feel like a lifetime has passed, but it’s only been around seven months since COVID-19 emerged and upended the lives of people all over the world. Given the short span of time, I...
Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...