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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...
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...
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...
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...
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...
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...
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...
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...
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...
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 in early-August 2020. Since then, there have been no changes in terms of the...