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...
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...
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...