Archive - Patient Compounder

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A detailed breakdown of my current portfolio and how it is performing. All my holdings are long, with a minimum 20 year investment horizon. Short term…

Aug 26, 2020

The vision is crystal

Oct 18, 2020

Fees will drop and so will Coinbase's earnings

Apr 18, 2021

How a business creates value that it can charge money for can appear to be random. A lesson from the New York Times.

Aug 31, 2020

225 pages that are worth reading

Jun 9, 2021

Irrationality or Justified?

Mar 16

High growth. Recurring revenue. Low churn rate. And high quality products.

May 11, 2021

It's a non-expiring call option on Elon Musk & the future.

Oct 15, 2020

The last time the Fed hiked 0.75%. Been a while eh?

Jun 16

At HKD$195, it is trading at a Price to Free Cash Flow of 19x

Jul 11, 2021

At sub HKD 160 / share, it is cheap if it keeps growing at 20% a year for 5 years.

Aug 22, 2021

I believe value is determined on a 20 year horizon.

Nov 13, 2021

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