Data as of 22 May 2022 We first invested in The a2 Milk Company (ASX: A2M) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. By April 2022, we had completely exited a2 Milk, after first selling a...
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...
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 9 May 2022 Adyen (ENXTAM: ADYEN), which is based and listed in the Netherlands, is a company in Compounder Fund’s portfolio that we invested in for the first time in April 2022. This article describes our investment thesis for the company. Company description Adyen is...
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...
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...