Hi folks,
I am excited to share the inaugural issue of Priced to Compound. This issue is meant to showcase what to expect from our subscription. For this month, we take a look at PepsiCo, Match Group, and Sprouts Farmers Market, three names that I own and have conviction in their future prospects.
As you explore the issue, you will see each stock is broken into two parts. Each starts with a tear-sheet page that highlights high-level info including a company overview, capital structure, and stock price data as well as up to ten years of financials and, most importantly, a snapshot of our thesis. On the following page you will find a more thorough write-up on the name, breaking down key drivers, valuation, and risks.
If you have any questions, please do not hesitate to reach out. Thanks to all our earliest subscribers for the support, and I hope you enjoy our first issue of Priced to Compound! The issue can be found below in pdf form.
