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Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...
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 20 November 2022. In it, I mentioned a few things: (a) all 49...
Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...
Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...
Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...
Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...
Reading helps us learn about the world and it is a really important aspect of investing. The legendary Charlie Munger even goes so far as to say that “I don’t think you can get to be a really good investor over a broad range without...
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 October 2022. In it, I shared all 50 holdings in the fund’s...
Data as of 20 November 2022 We first invested in Twilio (NYSE: TWLO) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-November, we sold all of the fund’s Twilio shares. This article describes our Sell thesis...
Data as of 20 November 2022 Compounder Fund’s investment in Teladoc Health (NYSE: TDOC) can be traced to Livongo, which is one of the 40 companies in the fund’s initial portfolio. We first bought shares of Livongo in July 2020. A few months after our investment, Livongo...