About Compounder
Compounder (thecompounder.fyi) is an educational and research tool for value investors. A lot of useful data sits buried in regulatory filings. We pull it into one place and make it readable, so the thinking is left to you.
What We Do
We bring together three kinds of public data: superinvestors' SEC 13F holdings and where funds overlap, valuation frameworks for individual stocks, and the macro-liquidity backdrop (funding, supply, and policy).
The idea is to take the information professional investors pay attention to and put it in a form anyone can read. It's a place to start your own research, not a finish line.
What We Don't Do
We don't recommend stocks, set price targets, or call buys and sells, and we don't give personalized investment, legal, accounting, or tax advice. Everything here is for information and education only.
We don't manage money, charge advisory fees, or make anything when you buy or sell a security. What you do with your money is your decision, and a licensed professional is the right person to ask when you need real advice.
Our Philosophy
We come out of the value-investing tradition: Benjamin Graham's margin of safety, and Warren Buffett's preference for good businesses bought at fair prices and held patiently.
Our bias is that understanding a business is worth more than guessing where its price goes next, and that compounding rewards discipline rather than speculation.
Data & Sources
Data is sourced from public channels, primarily the U.S. Securities and Exchange Commission's EDGAR system (13F and other filings), the Federal Reserve Bank of New York (NY Fed), and the U.S. Department of the Treasury (Treasury.gov).
Note that 13F filings are lagging (typically disclosed up to 45 days after quarter-end) and reflect holdings as of a past point in time, not current positions. See our Disclaimer for details.
Contact
Feedback, corrections, or partnership ideas? Reach us through the “Contact Us” form in the footer.