Data as of 12 April 2026 We first invested in Paycom Software (NASDAQ: PAYC) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In late-February 2026, we completely exited Paycom Software. This article describes our Sell thesis for...
Data as of 12 April 2026 We first invested in PayPal (NASDAQ: PYPL) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-February 2026, we completely exited PayPal. This article describes our Sell thesis for the company. When...
Data as of 12 April 2026 We first invested in The Trade Desk (NASDAQ: TTD) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-March 2026, we completely exited Trade Desk. This article describes our Sell thesis...
Data as of 17 March 2026 We first invested in Haidilao (SEHK: 6862) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In December 2022, Haidilao spun off its international operations into a separate entity named Super Hi...
Data as of 17 March 2026 We first invested in Meituan (SEHK: 3690) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-January 2026, we completely exited Meituan. This article describes our Sell thesis for the company. When...
Data as of 17 March 2026 We first invested in Tesla (NASDAQ: TSLA) for Compounder Fund’s portfolio in January 2021. Our investment thesis for the company can be found here. In early-January 2026, we completely exited Tesla. This article describes our Sell thesis for the company. When...
Data as of 21 July 2025 Shinhan Financial Group (KSE: 055550)(NYSE: SHG) is a company in Compounder Fund’s portfolio that we invested in for the first time in late-June 2025. This article describes our investment thesis for the company. Company description We invested in Shinhan Financial Group (abbreviated...
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...