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....
Data as of 19 August 2020 Intuitive Surgical (NASDAQ: ISRG) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description In recent years, there have been news reports on the da Vinci robotic surgical systems being...
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 11 August 2020 MercadoLibre (NASDAQ: MELI) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description MercadoLibre - “free market” in Spanish - was founded in 1999 and has rode the growth of...
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...