Reading helps us learn about the world and it is a really important aspect of investing. The late Charlie Munger even went 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 late Charlie Munger even went 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 12 April 2026 We first invested in Paycom Software (NASDAQ: PAYC) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In late-February 2026, we completely exited Paycom Software. This article describes our Sell thesis for...
Data as of 12 April 2026 We first invested in PayPal (NASDAQ: PYPL) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-February 2026, we completely exited PayPal. This article describes our Sell thesis for the company. When...
Data as of 12 April 2026 We first invested in The Trade Desk (NASDAQ: TTD) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-March 2026, we completely exited Trade Desk. This article describes our Sell thesis...
Reading helps us learn about the world and it is a really important aspect of investing. The late Charlie Munger even went 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 late Charlie Munger even went so far as to say that “I don’t think you can get to be a really good investor over a broad range without...