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...
Data as of 29 August 2022 Medpace Holdings (NASDAQ: MEDP), 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 August 2022. This article describes our investment thesis for the company. Company description Developing...
Data as of 15 June 2022 JD.com (SEHK: 9618) appeared in Compounder Fund’s portfolio in late-March this year but was sold in early-April. This article describes our Sell thesis for the company. We did not voluntarily invest in JD.com. Compounder Fund became a direct owner of JD.com...
Data as of 22 May 2022 We first invested in The a2 Milk Company (ASX: A2M) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. By April 2022, we had completely exited a2 Milk, after first selling a...
Data as of 9 May 2022 Adyen (ENXTAM: ADYEN), which is based and listed in the Netherlands, is a company in Compounder Fund’s portfolio that we invested in for the first time in April 2022. This article describes our investment thesis for the company. Company description Adyen is...
Data as of 25 April 2022 Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC, is based in Taiwan and listed in both Taiwan and the USA. It is a company in Compounder Fund’s portfolio that we invested in for the first time in April 2022 (we...