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...
Data as of 29 August 2020 Veeva Systems (NYSE: VEEV) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description The process to develop medical devices and drugs is highly complex and time consuming for the...
Warren Buffett is one of my heroes, not just in investing, but also in life. On 30 August 2020, he turned an amazing 90 years old. But as his dear friend Bill Gates notes, Buffett still “has the mental sharpness of a 30-year-old, the mischievous...
Data as of 24 August 2020 Chipotle Mexican Grill (NYSE: CMG) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for Chipotle (pronounced “chi-POAT-lay”). Company description The business of Chipotle, a company based and listed in the US, is simple....