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Data as of 23 December 2020 Haidilao (SEHK: 6862), which is listed in Hong Kong and based in China, is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Hotpot is a popular meal among 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 18 December 2020 Visa Inc (NYSE: V) is one of the 40 companies in Compounder Fund’s initial portfolio. This article describes our investment thesis for the company. Company description Many of you who are reading this are likely to be familiar with Visa. Chances are,...
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 12 December 2020 Alteryx (NYSE: AYX), 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 Alteryx provides a self-service subscription-based software platform that allows...
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 1 December 2020 Mastercard (NYSE: MA), 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 Mastercard should be a familiar company to many 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 27 November 2020 Apple Inc (NASDAQ: AAPL), 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 Apple, as most of you likely know, is...
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...