Data as of 19 February 2021 MongoDB Inc (NASDAQ: MDB), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description MongoDB’s business is simple: The company sells subscriptions...
Data as of 12 February 2021 Datadog Inc (NASDAQ: DDOG), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description With the world transitioning online, companies increasingly require...
Data as of 1 February 2021 Paycom Software (NASDAQ: PAYC), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Paycom is one of the leading providers of...
Data as of 26 January 2021 Salesforce (NASDAQ: CRM), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Founded in 1999, Salesforce is one of the pioneers...
Data as of 13 January 2021 Alphabet Inc (NASDAQ: GOOGL), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Alphabet is the holding company of many businesses,...
Data as of 7 January 2021 Illumina Inc (NASDAQ: ILMN), which is listed and headquartered in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description To fully appreciate Illumina’s business, we first need...
Data as of 23 December 2020 Haidilao (SEHK: 6862), which is listed in Hong Kong and based in China, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Hotpot is a popular meal among the...
Data as of 18 December 2020 Visa Inc (NYSE: V) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Many of you who are reading this are likely to be familiar with Visa. Chances are,...
Data as of 12 December 2020 Alteryx (NYSE: AYX), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Alteryx provides a self-service subscription-based software platform that allows...
Data as of 1 December 2020 Mastercard (NYSE: MA), which is based and listed in the USA, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Mastercard should be a familiar company to many of...