Data as of 16 December 2024 We first invested in Cassava Sciences (NASDAQ: SAVA) for Compounder Fund’s portfolio in August 2024. Our investment thesis for the company can be found here. In late-November this year, we completely exited Cassava Sciences. This article describes our Sell thesis...
Data as of 03 September 2024 We first invested in DocuSign (NASDAQ: DOCU) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In late-June this year, we completely exited DocuSign. This article describes our Sell thesis for the...
Data as of 03 September 2024 We first invested in Etsy (NASDAQ: ETSY) for Compounder Fund’s portfolio in April 2021. Our investment thesis for the company can be found here. In late-June this year, we completely exited Etsy. This article describes our Sell thesis for the...
Data as of 18 August 2024 Cassava Sciences Inc (NASDAQ: SAVA), based in the USA, is a company in Compounder Fund’s portfolio that we invested in for the first time in August 2024. This article describes our investment thesis for the company. Company description Cassava Sciences is a...
Data as of 22 July 2024 Nu Holdings (NYSE: NU), which is based in Brazil but listed in the USA, is a company in Compounder Fund’s portfolio that we invested in for the first time in June 2024. This article describes our investment thesis for the...
Data as of 04 December 2023 We first invested in Illumina (NASDAQ: ILMN) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In mid-November this year, we completely exited Illumina. This article describes our Sell thesis for the...
Data as of 04 December 2023 We first invested in Upstart (NASDAQ: UPST) for Compounder Fund’s portfolio in August 2021. Our investment thesis for the company can be found here. In mid-November this year, we completely exited Upstart. This article describes our Sell thesis for the...
Data as of 30 January 2023 Hingham Institution of Savings (NASDAQ: HIFS), which is based and listed in the USA, is a company in Compounder Fund’s portfolio that we invested in for the first time in December 2022. This article describes our investment thesis for the...
Data as of 20 November 2022 We first invested in Twilio (NYSE: TWLO) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-November, we sold all of the fund’s Twilio shares. This article describes our Sell thesis...
Data as of 20 November 2022 Compounder Fund’s investment in Teladoc Health (NYSE: TDOC) can be traced to Livongo, which is one of the 40 companies in the fund’s initial portfolio. We first bought shares of Livongo in July 2020. A few months after our investment, Livongo...