Data as of 17 November 2020 Pushpay Holdings (ASX: PPH) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Pushpay is headquartered in New Zealand and its shares are listed there as well as in...
Data as of 12 November 2020 The Trade Desk (NASDAQ: TTD), 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 Today, advertisers have a multitude of decisions...
Data as of 5 November 2020 Twilio (NYSE: TWLO) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Based and listed in the USA, Twilio provides APIs that act as building blocks for developers to...
Data as of 26 October 2020 Meituan (SEHK: 3690) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Meituan, which changed its name from Meituan Dianping earlier this month, is listed in Hong Kong but...
Data as of 22 October 2020 Adobe Inc (NASDAQ: ADBE) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Adobe was founded in 1982 by ex-Xerox employees, Charles Geschke and John Warnock. In its early...
Data as of 15 October 2020 Shopify (NYSE: SHOP) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Shopify is an ecommerce enabler that is headquartered in Canada and listed in both Canada and the...
Data as of 5 October 2020 Square (NYSE: SQ) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Square was founded in 2009 by Jim McKelvey and Jack Dorsey to enable any business to accept...
Data as of 29 September 2020 Microsoft Corporation (NASDAQ: MSFT) 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 1975 by Bill Gates and Paul Allen, Microsoft has grown to become a tech...
Data as of 21 September 2020 Zoom Video Communications Inc (NASDAQ: ZM) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Zoom, which is based and listed in the USA, provides a video-first communications platform....
Data as of 14 September 2020 Facebook Inc (NASDAQ: FB) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Co-founded by Mark Zuckerberg in 2004, Facebook has in the space of just 16 years become...