Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio in mid-January 2021. In it, I shared all 43 holdings in the fund’s portfolio. As of the...
Data as of 19 February 2021 MongoDB Inc (NASDAQ: MDB), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description MongoDB’s business is simple: The company sells subscriptions...
Data as of 12 February 2021 Datadog Inc (NASDAQ: DDOG), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description With the world transitioning online, companies increasingly require...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio in mid-October 2020. In it, I shared all 40 holdings in the fund’s portfolio. As of the...
Data as of 23 December 2020 Haidilao (SEHK: 6862), which is listed in Hong Kong and based in China, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Hotpot is a popular meal among the...
Data as of 12 December 2020 Alteryx (NYSE: AYX), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Alteryx provides a self-service subscription-based software platform that allows...
Data as of 1 December 2020 Mastercard (NYSE: MA), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Mastercard should be a familiar company to many of...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund's portfolio looks like. The last time we shared an update on this was for Compounder Fund's portfolio in early-August 2020. Since then, there have been no changes in terms of the...
Data as of 11 September 2020 DocuSign (NASDAQ: DOCU) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for DocuSign. Company description DocuSign provides DocuSign eSignature, currently the world’s leading cloud-based e-signature solution. This software service enables users to sign...
Data as of 5 September 2020 Okta (NASDAQ: OKTA) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company.. Company description Okta’s vision is to enable any organisation to use any technology. To fulfill its vision, Okta provides...