- Quarterly Update Letter to Investors – Sep’26 – Extracts Compound Everyday Capital added to three existing major positions and retained an aggressive stance, arguing that temporary hardships have created attractive Indian equity opportunities. It warns against leverage, momentum chasing and expensive international diversification, particularly US technology exposure driven by AI enthusiasm and fear of missing out. Sep’26 —
One letter so far. We collect each new one as Compound Everyday Capital publishes it.
