Secret Compounders
I'm a passionate retail investor focused on the world's best companies hiding in plain sight. My top holdings include: UBER, AMZN, BN. With the goal to compound 15%+ over time. I'm using Substack to improve my due diligence and share trades.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 5 months ago | Last Issue | 2 months ago |
| Active | |||||
Read this Newsletter
secretcompounder.substack.comLatest Issues
This Is A Great Time To Buy Great Companies
The S&P 500 is entering a correction and possibly a bear market if macro conditions worsen. If you are like me and hold tech names, your portfolio is likely down even more. There are tensions in Iran, higher oil prices, all while people pan...
Amazon Sell-Off Is Silly
I have held Amazon since early 2024, 12% stake. Each time I think capex spend will slow down it cranks up. Amazon will invest so much in CAPEX that they will burn ~$30b of FCF this year. I am not the least bit worried, in fact, I think that...
Q4 Uber Earnings/Robotaxi Breakdown
A few weeks ago I wrote why I was buying Uber before earnings, and what I was looking for:
Predictions - vs Reality
3.7b+ trips (3.75 billion)
20% revenue growth (20.13%)
Margin expansion (FCF margin 14.3% →...
Why I'm Buying More Uber and Mastercard
Uber Analysis
Uber has traded down 20% since its last (record-breaking) earnings. They report again next week, Feb 4th. I believe the market is underestimating Uber’s future autonomous presence, growth runway, delivery segment, and op...
Portfolio update, thoughts on WFE stocks.
These two WFE (Wafer Fab Equipment) companies were my best picks of 2025, up 100%+ and even another 20% two weeks into 2026. ASML and AMAT are selling the critical equipment and services required to manufacture chips. Phones, Healthcare, Ca...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Secret Compounders.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
I'm a passionate retail investor focused on the world's best companies hiding in plain sight. I'll share my thesis, trades, and updates. Hope you enjoy!
Frequently Asked Questions
How can I access the email archive for Secret Compounders?
You can find recent issues that have been published by Secret Compounders on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Secret Compounders have?
To see how many people subscribe to Secret Compounders, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Secret Compounders?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Secret Compounders as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Secret Compounders?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Secret Compounders using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Secret Compounders?
Scroll up to where it says Related Newsletters to see other publications like Secret Compounders. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Secret Compounders?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.