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The Compounders' Cup 2021
The average underperformance of the tournament field is currently (44.9%).

What a difference a year makes!

Last December, I ran a tournament titled "Compounders' Cup 2021" where Twitter users voted on which company would have the best return in 2021.

$SE beat $TDOC in the final

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Despite all of the baskets underperforming the market, picking $SEAS the champion was not a horrible choice.

The correct answer out of this field would have been $NETWITH 55 points of outperformance.

Click on the link below to read my recap:
Participants ranked in order of relative performance:

$NET 55.49%
$DAL 33.51%
$RBLX 19.48%
$TSLA 4.65%
$MAR -3.52%
$SHOP -4.26%
$TTD -9.47%
$SE -13.43%
$RCL -20.37%
$APPS -20.83%
$CRWD -26.29%
$LUV -34.05%
$OKTA -34.35%
$PLTR -43.60%
$SQ -46.79%
$OZON -47.55%
$MELI -50.36%
$ROKU -54.90%
$OPEN -57.46%
$FVRR -62.34%
$ZM -64.89%
$LSPD -65.16%
$PINS -68.13%
$FTHM -74.17%
$TDOC -74.68%
$FSLY -77.09%
$SKLZ -80.82%
$NNOX -82.93%
$BFLY -85.43%
$JMIA -91.13%
$ATY -92.15%
$PTON -96.40%
$OTRK -111.73%
optimistinvesting.substack.com
The Compounders' Cup Final Recap
Sea Limited wins the 2021 Compounders' Cup

Ian Gray's avatar
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