Secret Compounders
DCF-backed research on wide-moat compounders hiding in plain sight. Real-money portfolio concentrated in UBER, META, MELI...with the goal of 15%+ compounding over time. Covering the robotaxi buildout as it happens.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 10 months ago | Last Issue | 18 days ago |
| Active | |||||
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secretcompounder.substack.comLatest Issues
Fall 2026 Portfolio Update
As semiconductor stocks soared over the past few years, the “compounders” of the market have remained flat or even fallen to multi-year lows. This created an environment where there are many high quality and fast growing companies trading a...
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...
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I will share my research on wide-moat compounders hiding in plain sight. Real-money portfolio concentrated in UBER, META, MELI... with the goal of 15%+ compounding over time. Hope you enjoy!
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