Compound Everyday Capital Management LLP

Happy to share our latest letter to PMS investors, we discuss:

1. Dilemma of investing in a one-way rising market
2. 500x leverage in weekly Options
3. Skyscraper construction as an indicator of economic cycle
4. Manias and Panics – lessons from last 400 years

Letter to Investors – Jun’24 – Extracts – Cedcapital Investment Psychology, Quarterly Update Letter to Investors – Jun’24 – Extracts July 6, 2024 No Comments   EXECUTIVE SUMMARY Trailing twelve months’ earnings of underlying portfolio companies grew by 46%. NAV grew by 8.9% YTD with 78% funds invested in equity positions. Balance 22% is parke...