Capital Compounding

Investing in high quality companies with high ROIC and long runway

[Capital Compounding @CCompounding24]

$PDD 1Q’26 Results Recap: Ruthless Execution and the 1P Pivot https://t.co/BaG1P6I3qx

[Capital Compounding @CCompounding24]

Toast (TOST) Recap and Investment https://t.co/isfhsTzmyY

[Capital Compounding @CCompounding24]

3i Group / Action (III) published its results today. In the below article we share our thoughts
https://t.co/lNPsY4VrDb

[Capital Compounding @CCompounding24]

Celsius ($CELH) Q1’26 Recap https://t.co/3j8sc4uzzZ

[Capital Compounding @CCompounding24]

Meta 1Q’26 recap

https://t.co/NsY5NhY2dp

[Capital Compounding @CCompounding24]

The December SAMR raid that spooked PDD ($PDD) investors just ended in a shared, sector-wide slap on the wrist—the worst-case regulatory overhang is officially cleared. Link to source: https://t.co/0vWCTlYgEp

[Brendan Ahern @ahern_brendan]

Great news overnight as regulator gets serious on delivery price war that has vaporized $JD and Meituan's EPS/Net Income, weighed on $BABA and $PDD's bottom line. Fine is only $527mm ie slap on the wrist. Should be viewed as a positive catalyst IMO!
“SAMR ordered the seven e-commerce platforms to correct their illegal activities, suspended the addition of new cake shops for periods ranging from three to nine months, and imposed fines and confiscations totaling 3.597 billion yuan”.

[Capital Compounding @CCompounding24]

Auto Partner (APR) ‘25 recap
https://t.co/9w755yCjqU

[Capital Compounding @CCompounding24]

PDD 4Q’25 recap $PDD

https://t.co/rRTvwzOVqf

[Capital Compounding @CCompounding24]

DPC Dash (ticker: 1405 HK) FY’25 results https://t.co/4uX06ofooR

[Capital Compounding @CCompounding24]

Celsius ($CELH) 4Q’25 / FY’25 recap and one-year postmortem https://t.co/6Ay1ZxCQ3P

[Timothy Liu @timothyhliu5]

Duan Yongping on $PDD Colin Huang, from a talk he gave yesterday:

"He's not in it for the money, and he won't deceive you. Recently when there was extreme volatility, many people questioned if this was a scam. I said I don't know about other things, but I'm certain about this one point - he's not a scammer."

[Capital Compounding @CCompounding24]

Our PDD ($PDD) report is out!

https://t.co/GHqXTim1qQ

[Capital Compounding @CCompounding24]

Adyen update: https://t.co/4VtIruvqFl

[Capital Compounding @CCompounding24]

Topicus (TOI) deep dive

https://t.co/L1qk1lN1La

[Capital Compounding @CCompounding24]

Toast Inc (ticker: TOST) https://t.co/QqgrKCcAzT

[Capital Compounding @CCompounding24]

Toast Inc (ticker: TOST) https://t.co/QqgrKCcAzT

[Capital Compounding @CCompounding24]

Topicus is highly attractive currently! Deep dive below:

https://t.co/K839UFee0M Inc (TOI) https://t.co/bg2C1u0aoW

[Capital Compounding @CCompounding24]

New insights on Adyen (ADYEN):

https://t.co/vGC7cIvHEF

[Capital Compounding @CCompounding24]

Auto Partner 3Q’25 results https://t.co/cxOX6TXGg6