Data as of 12 July 2026 Mercer Bancorp (OTC: MSBB) is a company in Compounder Fund’s portfolio that we invested in for the first time in early-June 2026. This article describes our investment thesis for the company. Company description and background We invested in Mercer Bancorp because we...
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...
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...