☀️ Global Compounders Database: June update

The Global Compounders Database has just been updated for June. You can find the download link here: link

New additions to the database

I hope you've been enjoying the country specific deep dives. I'm currently working on India and Japan. The benefit of searching country by country for high quality companies is that our database has been expanding. The new names we've recently discovered and have added to the database are: Sea Ltd, Crowdstrike Holdings and Palo Alto Networks.

Updated portfolio dashboard

If you're a new subscriber you may not yet have come across the portfolio page. Here I maintain a dashboard that covers the key financials and linearity metrics for companies in my portfolio and in my investable universe. I've recently updated the dashboard - see below.