The Compound Atlas
@CompoundAtlas
Global value investor | 25–30% CAGR | Debt to $2M in 5 years | Hunting mispriced moats across markets (ex: $ZEPP) No post is a financial advise.
PORTFOLIO UPDATE ($2.6M) The Compound Atlas YTD: +131% S&P 500 YTD: 11.95% The Compound Atlas 1Yr: 145% S&P 500 1Yr: 18.5% The Compound Atlas 3Yr: 196% S&P 500 3Yr: 62% Since Feb 2021 The Compound Atlas: 231% S&P 500: 67% POSITIONS HELD: $BABA $ADUR $OSCR $BIDU $NU $VTY…
$GAMB Another great interview with @charlesgillespi by @Stocktwits. TL;DR If you believe the marketing business is not going to zero, this company is criminally undervalued youtu.be/2wW1kmbRKAg?si…
youtube.com
YouTube
Gambling.com CEO on Q3 Growth, Google Headwinds and the Future of...
$OSCR
$OSCR BIG NEWS ON OSCAR HEALTH AND ACA SUBSIDIES HOPEFULLY YOU ENJOY :) OSCAR HEALTH JUST GOT BIG NEWS | ACA Subsidy Extension News | Invest with AC youtu.be/fu7qyhch2-M
youtube.com
YouTube
OSCAR HEALTH JUST GOT BIG NEWS | ACA Subsidy Extension News | Invest...
Long $ADUR
♻️✍️We have signed a multi-year collaboration agreement with @ecoceac—#Mexico’s national private collective packaging management plan for post-consumer PET & HDPE—to evaluate our tech on post-consumer flexible & mixed plastics from across their network.🔗 investors.adurocleantech.com/press-releases…
$GAMB At these levels, I don't understand who's selling.
My family office has acquired 351,000 shares in $GAMB (>1% of the company), taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected from reality and I am delighted to pick up shares at these levels. I believe other members of the…
We now own 0.1% of $ADUR. Thanks for the opportunity for us to accumulate.
Are you long $JD yet, or will you wait until it hits $45 to ask, “Should I buy now?”
Wild mispricing: 1. $JD owns 67% of $6618 JD Health, a $27 billion spin-off. 2. JD’s stake in JD Health alone is worth ~$19B today. 3. JD also has $30B in cash (60% of its market cap). 4. In other words: Their cash + JD Health stake alone are worth roughly JD’s market cap.…
$NU THIS WILL BE BIG!! Nubank Applies for US Bank Charter In Global Expansion Push - Bloomberg share.google/Q87mrOMjzP6Osc…
bloomberg.com
Nubank Applies for US Bank Charter In Global Expansion Push
Nu Holdings Ltd. said it applied for a US national bank charter as the Brazilian fintech seeks to expand beyond the Latin American market.
$BABA $BIDU $ARKK Cathie Wood is buying on Alibaba and Baidu now. She sold at ~$120 2 years back if I'm not wrong. edgen.tech/news/stock/ark…
$BABA Any Alibaba bears out there? If you are still a bear, I know you will turn a bull when the stock reaches $300! This is how market works, passes money from impatient to the patient! Thank you for everyone who sold at $60. We tripled up at $60 to take our average cost down…
$ADUR What more are you waiting for? The stock price to move up to prove that you were wrong to wait? All the big signals are right in front of your eyes!! Please comment if you are a stock owner of Aduro and what portfolio size is for you? If no, very interested to know, what…
$ADUR Head of TotalEnergies R&D Incubation portfolios commented on Aduro’s LinkedIn post “We expect to demonstrate together that we can industrialise their technology” I made a video on Sunday predicting Total would be first partner. This new comment makes me even more bullish!
Very well researched. $ADUR Licensing Model Explained (Who Will Partner First?) youtu.be/rArk3uUPzug?si… via @YouTube
$OSCR SUPER BULLISH
🚨 $OSCR MASSIVE NEWS 🚨 JD Vance: “I’m open to discussing ACA premium support with Schumer and Senate Democrats, but only once the government is reopened.” This came out this morning but highlights exactly what I’ve been stating that an extension is coming… $OSCR will again…
$PYPL 💸 The best investment theses aren’t written by analysts 🧑💼 but by power users 💪. Love this ❤️
$PYPL I am not only a shareholder but a long time customer I have experienced the value PayPal offers over an extended period of time And I can tell you, the improvements over the last 12 months are massive I have never used PayPal as much as I have in the last year I am…
$FOUR Hear from the FOUNDER himself! We're Looong this company! Let's go
I don't mind the negative sentiment...the stock has not been performing well of late. At the same time, the numbers don't lie. Our strategy and execution are awesome and as a result FOUR has been one of the best-performing fintechs since our IPO (a 90% return on FOUR compared to…
And now you realize you don't own enough $BABA? We'll sell this stock at $300 to the same retailers/institutions who sold at $60. This market is crazy and we make money on that!
$OSCR It's coming soon. Last tickets to the rocket that's about to take off 🚀 axios.com/2025/09/22/rep…
$ADUR management is in juggernaut mode
Birendra Adhikari, Head of R&D, was in Italy presenting our latest advancements in Hydrochemolytic™ Technology at #PyroliqIII 2025, a leading forum bringing together top researchers and innovators in pyrolysis, and liquefaction of biomass and wastes. #EcoInnovation $ADUR
Lol we've come so far from the delisting narrative that S&P Global is partnering with $BABA 😆
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