Feb
02
2025 Annual Letter
Dear Snowball Investing community,
As we close out another year in the markets, we want to reflect on how far
22 min read
8th wonder
Thank you for checking out Snowball Investing. Our focus is on delivering a meticulously curated selection of exceptional great businesses once a month.
Feb
02
Investment Thesis: Coupang
Coupang, Inc. is a U.S.-based technology company and Fortune 150 enterprise redefining how commerce operates at scale. Often
30 min read
Feb
02
Investment Thesis: Nike
Nike, Inc. (NYSE: NKE) is more than the world’s largest athletic footwear and apparel company; it is a cultural
30 min read
Dec
15
Investment Thesis: Page Industries Limited
Page Industries Limited (NSE: PAGEIND) is India’s top manufacturer of premium innerwear, loungewear, and athleisure apparel, holding exclusive licenses
23 min read
Oct
06
INVESTMENT THESIS: RELIANCE INDUSTRIES
Reliance Industries Limited (NSE: RELIANCE) stands as one of India’s most influential conglomerates, with a diversified portfolio spanning energy,
27 min read
Sep
05
Investment Thesis: UnitedHealth Group
UnitedHealth Group (NYSE: UNH) is the largest healthcare company in the U.S. and a global leader in health insurance
24 min read
Aug
12
Investment Thesis: Berkshire Hathaway
Berkshire Hathaway Inc. (NYSE: BRK.A) is a diversified holding company with a robust, decentralized structure, highly disciplined capital allocation,
29 min read
Jun
23
Investment Thesis: Datadog
The digital landscape has transformed with cloud computing, enabling agility and innovation but introducing complexity. Modern IT environments feature microservices,
32 min read
May
27
Investment Thesis: Unity
Unity Software Inc. stands as a cornerstone in the modern digital creation landscape. Its technology is ubiquitous, acting as the
41 min read
Apr
19
Investment Thesis: MongoDB
In today’s increasingly digital landscape, the importance of efficient data management cannot be overstated. Businesses across industries depend on
26 min read