Data as of 11 September 2020 DocuSign (NASDAQ: DOCU) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for DocuSign. Company description DocuSign provides DocuSign eSignature, currently the world’s leading cloud-based e-signature solution. This software service enables users to sign...
Data as of 9 September 2020 Costco Wholesale Corporation (NASDAQ: COST) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Costco, which is headquartered and listed in the USA, operates no-frills membership retail warehouses that...
Data as of 5 September 2020 Okta (NASDAQ: OKTA) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company.. Company description Okta’s vision is to enable any organisation to use any technology. To fulfill its vision, Okta provides...
Data as of 29 August 2020 Veeva Systems (NYSE: VEEV) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description The process to develop medical devices and drugs is highly complex and time consuming for the...
Data as of 29 August 2020 The a2 Milk Company (ASX: A2M) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description The a2 Milk Company (hereafter called a2 Milk) is one of the two companies...
Data as of 24 August 2020 Chipotle Mexican Grill (NYSE: CMG) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for Chipotle (pronounced “chi-POAT-lay”). Company description The business of Chipotle, a company based and listed in the US, is simple....
Data as of 19 August 2020 Intuitive Surgical (NASDAQ: ISRG) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description In recent years, there have been news reports on the da Vinci robotic surgical systems being...
Data as of 17 August 2020 Tractor Supply Company (NASDAQ: TSCO) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Tractor Supply, which is listed and based in the US, is the largest retailer in...
Data as of 12 August 2020 Wix.com (NASDAQ: WIX) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Wix is listed in the US, but it is the only company in Compounder Fund’s portfolio that...
Data as of 11 August 2020 MercadoLibre (NASDAQ: MELI) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description MercadoLibre - “free market” in Spanish - was founded in 1999 and has rode the growth of...