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Data as of 1 February 2021 Paycom Software (NASDAQ: PAYC), 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 Paycom is one of the leading providers of...
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 January 2021 Salesforce (NASDAQ: CRM), 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 Founded in 1999, Salesforce is one of the pioneers...
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 13 January 2021 Alphabet Inc (NASDAQ: GOOGL), 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 Alphabet is the holding company of many businesses,...
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 in mid-October 2020. In it, I shared all 40 holdings in the fund’s portfolio. As of the...
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 7 January 2021 Illumina Inc (NASDAQ: ILMN), which is listed and headquartered 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 To fully appreciate Illumina’s business, we first need...
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...