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Compounders
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 18, 2025 |
Optimist Fund Jordan McNamee
|
View | Compounders | CVNA, RVLV, TDUP, W | compounders, Founder-led, inflection points, Long-Term Growth, volatility |
| 2023 Q4 | Feb 12, 2024 |
1578 Partners, LP Marc Werres
|
View | Compounders, Rates, Value | IBKR | Equity Volatility, Financial Services, interest rates, Intrinsic Value, Long-Term Compounding |
| 2023 Q2 | Jul 31, 2023 |
1578 Partners, LP Marc Werres
|
View | Compounders, Recovery, Inflation | NFLX | Disinflation, earnings growth, Economic Resilience, Intrinsic Value, quality businesses |
| 2022 Q1 | May 11, 2022 |
1578 Partners, LP Marc Werres
|
View | Compounders, Inflation, Tightening | NFLX | Equity Valuation, Inflation Shock, interest rates, Monetary Tightening, Quality Compounders |