Secret Compounders
Secret CompoundersI'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 | Daily |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | secretcompounder.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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:
Why I'm Buying More Uber and Mastercard
### Uber Analysis
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...
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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!
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