Colfax Corporation (CFX)
Colfax Corporation (CFX) A criterion of our process in evaluating great businesses for our Undiscovered Compounder strategy involves the...
Roku, Inc. (ROKU)
Roku, Inc. (ROKU) In Q1, we invested in ROKU at an average price of $32.35, which returned 99.41% in the quarter. In ROKU, we see a...
eBAY Inc (EBAY)
eBAY Inc (ticker: EBAY) In Q1, we invested in eBay at an average price of $30.97, which returned 22.31% in the quarter. eBay is a great...