StoneCo Ltd (STNE) Early in the second quarter, we used the market selloff to initiate a new position in StoneCo (STNE). Stone is an...

Wix.com Ltd (WIX) Early in the second quarter, we used the market selloff to double the position size of our long-standing investment in...

Match Group (MTCH) In the fourth quarter, we used an earnings-related selloff to invest in Match Group (MTCH) ahead of several near-term...

Ferguson PLC (FERG LN) Ferguson is the leading North American specialist distributor of plumbing and heating products and waterworks and...

Rosetta Stone (RST) In the fourth quarter we invested in Rosetta Stone (RST). In Rosetta Stone, we see a historical fact pattern that has...

Colfax Corporation (CFX) A criterion of our process in evaluating great businesses for our Undiscovered Compounder strategy involves the...

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 (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...