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Data as of 1 August 2020 PayPal Holdings (NASDAQ: PYPL) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description PayPal was first listed in the US stock market in February 2002, but it was acquired...
Data as of 1 August 2020 Netflix (NASDAQ: NFLX) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Netflix is based and listed in the US. When it IPO-ed in 2002, the company’s main business...
Data as of 1 August 2020 Medistim ASA (MEDI.OL) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Founded in 1984, Medistim is the smallest company by market capitalisation (NOK 4.33 billion as of 1...
Compounder Fund started its investing activities on 14 July 2020. Jeremy and myself have been hard at work deploying the fund’s initial capital into our favourite Compounders. We completed the exercise a few days ago. The table below shows Compounder Fund’s initial portfolio, which consists of 40...
Note: This article was first published in The Business Times on 29 July 2020. It may feel like a lifetime has passed, but it’s only been around seven months since COVID-19 emerged and upended the lives of people all over the world. Given the short span of time, I...
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...
A few days ago, I published Investing is Hard. In the article, I shared two things: One, snippets of the State of the Union Address that two former US presidents, Bill Clinton and Barack Obama, gave in January 2000 and January 2010, respectively. Two, the subsequent performance...
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...
Near the start of every year, the President of the United States delivers the State of the Union Address. The speech is essentially a report card on how the US fared in the year that just passed and what lies ahead. It’s also a good...