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Data as of 12 April 2026 We first invested in The Trade Desk (NASDAQ: TTD) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-March 2026, we completely exited Trade Desk. This article describes our Sell thesis...
Reading helps us learn about the world and it is a really important aspect of investing. The late Charlie Munger even went 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 late Charlie Munger even went 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 late Charlie Munger even went 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 late Charlie Munger even went 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 17 March 2026 We first invested in Haidilao (SEHK: 6862) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In December 2022, Haidilao spun off its international operations into a separate entity named Super Hi...
Data as of 17 March 2026 We first invested in Meituan (SEHK: 3690) for Compounder Fund’s portfolio in July 2020. Our investment thesis for the company can be found here. In early-January 2026, we completely exited Meituan. This article describes our Sell thesis for the company. When...
Data as of 17 March 2026 We first invested in Tesla (NASDAQ: TSLA) for Compounder Fund’s portfolio in January 2021. Our investment thesis for the company can be found here. In early-January 2026, we completely exited Tesla. This article describes our Sell thesis for the company. When...
Reading helps us learn about the world and it is a really important aspect of investing. The late Charlie Munger even went 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 late Charlie Munger even went so far as to say that “I don’t think you can get to be a really good investor over a broad range without...