Data as of 10 July 2025 We first invested in Zoom Communications (NASDAQ: ZM) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. Back then, the company was named Zoom Video Communications - the name-change to Zoom Communications...
Data as of 10 July 2025 We first invested in Fiverr International (NASDAQ: FVRR) for Compounder Fund’s portfolio in January 2021. Our investment thesis for the company can be found here. In late-March this year, we completely exited Fiverr. This article describes our Sell thesis for...
Data as of 10 July 2025 We first invested in dLocal (NASDAQ: DLO) for Compounder Fund’s portfolio in Ocrtober 2021. Our investment thesis for the company can be found here. In late-March this year, we completely exited dLocal. This article describes our Sell thesis for the...
Data as of 10 July 2025 We first invested in Block (NASDAQ: XYZ) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. Back then, the company was still named Square - the name-change to Block happened in December...
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...