Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was in our 2024 third-quarter letter and it was for Compounder Fund’s portfolio as of 07 October 2024. In...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for the fund's portfolio as of 19 August 2024. In the update, I shared that we had trimmed...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was in our 2024 second-quarter letter and it was for Compounder Fund’s portfolio as of 07 July 2024. In...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio as of 07 April 2024. In it, I shared all 46 holdings that were in the...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio as of 07 January 2024. In it, I shared all 46 holdings that were in...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio as of 04 December 2023. In it, I shared that we had fully exited Illumina and...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio as of 08 October 2023. In it, I shared all 49 holdings in the fund’s...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio as of 9 July 2023. In it, I mentioned a few things: (a) all 50...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio as of 12 April 2023. In it, I mentioned a few things: (a) all 50...
Jeremy and I intend to share frequent but non-scheduled updates on how Compounder Fund’s portfolio looks like. The last time we shared an update on this was for Compounder Fund’s portfolio as of 9 January 2023. In it, I mentioned a few things: (a) all 50...