Welcome to the Compounders! Our weekly series tracks how money flows in the private market and how valuation performs in response to macro conditions and key events. On a monthly (ish) basis, we publish opinion pieces around observations of interesting trends and industry insights across markets.  

As public/private investors ourselves, we always felt the need to bridge information between the two markets. Investing is about connecting dots. And we are on the search for global “Compounders” companies that pioneers industry innovation, with durable and high-quality growth, and generate superior returns across stages and cycles. 

Whether you are an entrepreneur/operator/investor, we hope Compounders will help you stay informed and grow your business more efficiently. We are here to learn and bounce off ideas. 

Please follow along! You can find us here at @Substack (english) and @Wechat coming soon (chinese).

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