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Data as of 03 September 2024 We first invested in Etsy (NASDAQ: ETSY) for Compounder Fund’s portfolio in April 2021. Our investment thesis for the company can be found here. In late-June this year, we completely exited Etsy. This article describes our Sell thesis for the...
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...
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 in our 2024 second-quarter letter and it was for Compounder Fund’s portfolio as of 07 July 2024. In...
Data as of 18 August 2024 Cassava Sciences Inc (NASDAQ: SAVA), based in the USA, is a company in Compounder Fund’s portfolio that we invested in for the first time in August 2024. This article describes our investment thesis for the company. Company description Cassava Sciences is a...
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 22 July 2024 Nu Holdings (NYSE: NU), which is based in Brazil but listed in the USA, is a company in Compounder Fund’s portfolio that we invested in for the first time in June 2024. This article describes our investment thesis for the...