Data as of 12 July 2026 Ponce Financial Group (NASDAQ: PDLB) is a company in Compounder Fund’s portfolio that we invested in for the first time in late-May 2026. This article describes our investment thesis for it. Company description and background We invested in Ponce Financial Group (abbreviated...
Data as of 12 July 2026 We first invested in Shinhan Financial Group (KSE: 055550)(NYSE: SHG) for Compounder Fund’s portfolio in late-June 2025. Our investment thesis for the company can be found here. In late-May 2026, we completely exited Shinhan Financial Group. This article describes our...
Data as of 12 July 2026 We first invested in Tractor Supply (NASDAQ: TSCO) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In late-March 2026, we completely exited Tractor Supply. This article describes our Sell thesis for...
Data as of 12 July 2026 We first invested in Starbucks (NASDAQ: SBUX) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In late-March 2026, we completely exited Starbucks. This article describes our Sell thesis for the company. One...
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...
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...
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...