@long_equity Long Equity

Long Equity posts on X about list, growth, asml, company the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 38.61% finance 29.7% technology brands 17.82% countries 7.92% cryptocurrencies 2.97% travel destinations 1.98% exchanges 0.99% fashion brands 0.99%

Social topic influence list 23.76%, growth 13.86%, asml #179, company 7.92%, $ma #203, cash flow #384, flow 5.94%, $anet #32, whats the 4.95%, hermes 3.96%

Top accounts mentioned or mentioned by @prgllz @gadawgck @usernavn @steadfast2561 @canadian_value @fiscorainvest @saiseiinvesting @ddblakefischer @invest091 @reismanmordy @marcelolima @breiding3 @factorfever @lukeane10 @jomasilva88 @investiri @fyee0308 @wwillowresearch @deepmoatcap @cfdjoestocks

Top assets mentioned Mastercard, Inc. (MA) Arista Networks Inc (ANET) KLA Corp (KLAC) Amphenol Corporation (APH) Extra Space Storage, Inc. (EXR) Fair Isaac, Corp. (FICO) Intuit Inc. (INTU) Cadence Design Systems Inc (CDNS) Lam Research Corporation (LRCX) Meta Platforms, Inc. (META) Metadium (META) Thermo Fisher Scientific Inc. (TMO) PoSciDonDAO (SCI) Synopsys, Inc. (SNPS) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) Texas Instruments (TXN) Fiserv, Inc. (FI) Waste Connections, Inc. (WCN) PepsiCo, Inc. (PEP)

Top Social Posts

Top posts by engagements in the last [--] hours

"I'm currently working on a shre price linearity screener and came across Service Corporation International $SCI"
X Link 2026-02-02T12:46Z 72.2K followers, [----] engagements

"Im always impressed with the number of quality growth stocks available in Europe: France - Sartorius - LVMH - Hermes - LOreal Denmark - Novo Nordisk Netherlands - ASML - DSM Switzerland - Sonovo Germany - Nemetschek - SAP Italy - Diasorin - Campari Faves"
X Link 2022-12-26T22:49Z 72.2K followers, 247.2K engagements

"UPDATED: The world's highest quality compounders - the best companies from all the main markets. * Thanks to everyone who commented on my previous posts. This version reflects suggestions. What should I add/remove for the next version"
X Link 2023-02-18T20:47Z 72.2K followers, 195.5K engagements

"Here's my 1-page summary of the semiconductor ecosystem Covering: - design software $CDNS $SNPS - equipment $ASML $LRCX $KLAC - designers $NVDIA $AMD - manufacters $TSMC $TXN $MU Which part of the supply chain do you invest in"
X Link 2023-03-02T22:27Z 72.2K followers, 82.8K engagements

"These two books have shaped my investment strategy more than anything else: [--]. Applied Corporate Finance - Aswath Damodaran [--]. Accounting For Growth - Terry Smith Both are worth deep dives into"
X Link 2023-03-18T21:18Z 72.2K followers, 100.7K engagements

"UPDATED: The world's highest quality compounders - now including South Korea * Thanks to everyone who commented on my previous posts. What's missing"
X Link 2023-04-22T09:39Z 72.2K followers, 127.7K engagements

"UPDATED: The world's highest quality compounders * Thanks to everyone who commented on my previous posts. What's missing And what shouldn't be there Let me know and I'll include in the next version"
X Link 2023-06-09T10:58Z 72.2K followers, 277.5K engagements

"These five videos are an absolute masterclass for investors. [--]. Aswath Damodaran - Corporate Finance This covers everything you need to know about how a company should manage its money. Essential listening. https://www.youtube.com/playlistapp=desktop&list=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_ https://www.youtube.com/playlistapp=desktop&list=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_"
X Link 2023-08-27T08:42Z 72.2K followers, 330.2K engagements

"UPDATED: Here's the latest list of global quality compounders. Thanks to everyone who commented on the previous versions. As always grateful for any suggestions on what should be added or removed"
X Link 2023-09-25T08:40Z 72.2K followers, 90.4K engagements

"One of my favourite funds to follow is Blackrocks Unconstrained Fund. Here are the top ten holdings"
X Link 2025-08-31T19:51Z 72.2K followers, 62K engagements

"UPDATED. Thanks for all the feedback on the previous iteration of this. Here's a list of the monopolies duopolies and oligopolies you all recommended. What would you add or remove"
X Link 2025-10-25T09:51Z 72.2K followers, 71.2K engagements

"Here's a list of the main concentrated fund managers (14 positions) sorted by portfolio size. Chris Hohn and Bill Ackman are leading the pack"
X Link 2025-11-14T11:50Z 72.2K followers, 78.2K engagements

"I publish one in-depth research note each month for my subscribers on a high-quality growth company. Coverage so far includes Arista Networks MSCI KLA Lam Research Jack Henry Parker-Hannifin and more. Who should I do next"
X Link 2025-12-13T16:53Z 72.2K followers, [----] engagements

"Heres a list of high quality financial market infrastructure companies. What would you add MasterCard Visa American Express Adyen Block Wordline Global Payments Fiserv PayPal FICO Experian Equifax Transunion S&P Global Moodys Morningstar Factset MSCI Nasdaq ICE LSEG Euronext Cboe CMC MarketAxess Deutsche Boerse HKEX Jack Henry Broadridge Verisk FIS Temenos SS&C Blackrock Brookfield KKR https://twitter.com/i/web/status/1999890786960244902 https://twitter.com/i/web/status/1999890786960244902"
X Link 2025-12-13T17:14Z 72.2K followers, 21.6K engagements

"What do Amphenol Comfort Systems and KLA all have in common They have all outperformed the S&P [---] in [--] of the last [--] years. So that's not [--] years overall. Each individual year they've been consistently outperforming"
X Link 2026-01-30T12:49Z 72.2K followers, 10.4K engagements

"Amphenol is up over 100000% since 1991"
X Link 2026-01-31T22:27Z 72.2K followers, 10.6K engagements

"Visa Mastercard FICO and MSCI have all compounded their free cash flow per share by 20%+ over the last [--] years. But it's not just the anti-fragile fintechs that have achieved this so has the storage company Extra Space Storage $EXR. Which on the list do you own"
X Link 2026-02-09T22:59Z 72.2K followers, 21.6K engagements

"One of the most linear share price growers right now according to my Global Compounders Database. Waste Connections $WCN https://twitter.com/i/web/status/2005727520860037290 https://twitter.com/i/web/status/2005727520860037290"
X Link 2025-12-29T19:48Z 72.2K followers, 26.1K engagements

"The global semiconductor supply chain is built on a handful of "unblockable" monopolies. My infographic attempts to map out the bottlenecks in the supply chain. Whats currently the best investment opportunity in the sector"
X Link 2026-02-11T18:31Z 72.2K followers, 30.3K engagements

"Here's a look at some of the year to date returns for a range of software companies"
X Link 2026-02-14T11:00Z 72.2K followers, 13.7K engagements

"Looking for European compounders Here are the European companies with the highest 20-year CAGRs. Which do you hold"
X Link 2023-01-05T11:50Z 72.2K followers, 81.5K engagements

"Europe's highest quality companies What would you add Which would you remove"
X Link 2023-01-05T15:34Z 72.2K followers, 228K engagements

"Looking for compounding machines in Canada Here are the Canadian companies with the most linear share price growth over the last [--] years"
X Link 2023-01-13T11:56Z 72.2K followers, 42.3K engagements

"I scored the constituents of the MSCI World index based on [--] metrics for quality and growth. Here's how they rank. Hermes ranks like it's a software company. I'll need to dig into HMS Networks Aristocrat Leisure Nick Scali Vitec Software Hansen Tech and Richie Bros. * Green highlight + bold means it's in my portfolio. Green highlight means it's on my watchlist"
X Link 2023-12-05T16:50Z 72.1K followers, 66.1K engagements

"Here are the Japanese companies currently featuring in MSCI's World Quality index. Which Japanese companies are you bullish on I'm currently researching: Tokyo Electron Advantest Lasertec Disco Corp Maruwa (not on the MSCI list)"
X Link 2024-04-17T14:02Z 72.2K followers, 17.4K engagements

"DUOPOLIES make great investments. Here are some of my favourites: - S&P Global and Moodys - Visa and Mastercard - Coke and Pepsi - Fisher & Paykel and Resmed - Cadence and Synopsys - ADP and Paychex What are yours 👇🏼"
X Link 2024-12-03T22:51Z 72K followers, 22K engagements

"I'm currently working on a report into Canadian equities. Apart from Constellation Software () what's the highest quality Canadian company Descartes Systems TerraVest Something else"
X Link 2025-02-18T11:46Z 72.1K followers, 36.4K engagements

"Thanks to everyone who shared their favourite Canadian stocks yesterday The list is below. Brookfield Dollarama Fairfax and ATD all rose to the top. Note that I asked for suggestions that weren't Constellation Software - otherwise I'm sure that would have won"
X Link 2025-02-19T11:02Z 72.2K followers, 23.6K engagements

"UPDATED: Each month I upload a spreadsheet for my subscribers that's packed full of quality growth metrics for the below companies: I've recently added: Namsys Celestica OTC Markets and Invisio. What would you add to this list"
X Link 2025-03-03T11:06Z 72.2K followers, 15.5K engagements

"I'm currently working on a report into New Zealand equities. What's the highest quality company in New Zealand Infratil Fisher & Paykel Heathcare Something else"
X Link 2025-03-14T10:59Z 72.2K followers, 17K engagements

"I'm currently working on a report into French equities. What's the highest quality company in France Hermes LVMH Neurones Something else"
X Link 2025-03-19T11:10Z 72.2K followers, 43.2K engagements

"I'm currently working on a report into Italian equities. What's the highest quality company in the Italian Amplifon Diasorin Recordati Reply Sol"
X Link 2025-03-25T23:02Z 72K followers, 25.7K engagements

"Here are some of the companies that I follow closely but dont currently own: - Synopsys - Cerillion - Nemetschek - Qualys - ASML - DISCO - Lam Research - Pro Medicus - GTT - Wisetech Global - Jack Henry Which is your favourite on the list"
X Link 2025-05-04T06:01Z 72.2K followers, 22.4K engagements

"Here are some of the companies that I follow closely but dont currently own: - Synopsys - Cerillion - Nemetschek - Qualys - ASML - DISCO - Lam Research - Pro Medicus - GTT - Wisetech Global - Jack Henry What should I add to the list"
X Link 2025-05-27T20:43Z 72.2K followers, 19.1K engagements

"Looking for some linear compounders to research this weekend Here's your list"
X Link 2025-06-06T17:56Z 72.2K followers, 34.9K engagements

"UPDATED: Here's the updated Global Compounders list. I'm considering removing the companies in pink. Companies in green have been recently added. What would you add/remove"
X Link 2025-07-09T13:33Z 72.2K followers, 21K engagements

"High quality compounders you may not have heard of. USA Parker-Hannifin Badger Meter Comfort Systems USA Germany ATOSS Software Nemetschek Italy SOL Spa Sweden Mycronic Canada Celestica Namsys UK Alfa Financial Software Cerillion Computacenter What would you add https://twitter.com/i/web/status/1945959476286165481 https://twitter.com/i/web/status/1945959476286165481"
X Link 2025-07-17T21:31Z 72.2K followers, 17.9K engagements

"UPDATED: Here's the updated Global Compounders list. I've recently added American Tower Lennox International and Simpson Manufacturing. Newish positions in green companies about to be removed in pink. What would you add/remove Susbcribe if you would like this in a spreadsheet full of quality growth metrics and valuations. https://twitter.com/i/web/status/1950846385990832561 https://twitter.com/i/web/status/1950846385990832561"
X Link 2025-07-31T09:09Z 72.1K followers, 13.9K engagements

"One of my favourite funds to follow is Triple Frond Partners. They recently: Added to: Meta Platforms $META and CCC Intelligent Solutions $CCCS Reduced: TransDigm $TDG Whats your view on CCC Intelligent Solutions"
X Link 2025-08-13T21:56Z 72.2K followers, 38.8K engagements

"Looking for some compounders to research this weekend Here's a list of S&P [---] companies with high share price growth and linearity over both [--] and [--] years. Which stand out to you I personally own Cadence and KLA Corp from this list"
X Link 2025-08-22T15:13Z 72.1K followers, 17.8K engagements

"Sterling Infrastructure $STRL is a rapid growth US mid-cap. What are your thoughts"
X Link 2025-09-01T21:00Z 72.2K followers, 29.7K engagements

"Here's how the companies in my portfolio compare to the S&P [---] over the last [--] years Top holdings: Cadence $CDNS - [--] yrs of outperformance NVIDIA $NVDA - [--] yrs Fair Isaac $FICO - [--] yrs Arista $ANET - [--] yrs KLA $KLAC - [--] yrs No one company outperformed in every year. NVIDIA has the highest growth but also the highest volatility. https://twitter.com/i/web/status/1964339425590333465 https://twitter.com/i/web/status/1964339425590333465"
X Link 2025-09-06T14:46Z 72.2K followers, 19.1K engagements

"One of my favourite funds to follow is Blackrocks Unconstrained Fund. Here are the top ten holdings"
X Link 2025-09-19T06:05Z 72.2K followers, 39.4K engagements

"What are your thoughts on Parker-Hannifin - Up 11709% since IPO - [--] years of dividend increases - FCF/share grows on average by 15% pa"
X Link 2025-10-03T11:36Z 72.2K followers, 25.9K engagements

"What are your views on Broadridge Financial Solutions $BR Looks like a predictable and fairly-valued company. Probably won't blow the lights out but unlikely to destroy capital"
X Link 2025-10-18T11:36Z 72.2K followers, [----] engagements

"Here's my portfolio and some of the companies on my watchlist. I've underlined my favourites from the watchlist. What would you add or subtract"
X Link 2025-10-22T14:57Z 72.1K followers, 16.3K engagements

"Four of the highest quality companies globally are manufacturers of semiconductor equipment. Here are the latest dashboards for ASML Applied Materials Lam Research and KLA Corp. Which will produce the highest returns over the coming years"
X Link 2025-11-07T13:14Z 72.2K followers, [----] engagements

"Was one of the first to board And completely agree. Here's a list of some of the companies that I think would need to be included: The Big Five Applied Materials ASML KLA Corp Lam Research Tokyo Electron The software companies Cadence Design Systems Synopsys Others Lasertec DISCO Maruwa ASM International Nikon Canon Advantest Teradyne BE Semiconductor I've excluded semi designers (eg NVIDIA and AMD) and the fabs. https://twitter.com/i/web/status/1986833126425756125 https://twitter.com/i/web/status/1986833126425756125"
X Link 2025-11-07T16:28Z 72.2K followers, [---] engagements

"Here are six companies from the S&P [---] with linear share price growth over the last [--] years. Which do you own or follow"
X Link 2025-11-26T14:17Z 72K followers, 15.2K engagements

"Here's a list of US companies that have maintained their return on capital above 10% for the last [--] years and have also compounded their invested capital"
X Link 2025-12-11T20:21Z 72.2K followers, 25.8K engagements

"What's the highest quality non-US company Here's potentially some of them"
X Link 2025-12-23T14:35Z 72.2K followers, 11.2K engagements

"I recently added Belgiums healthcare company UCB to the Global Compounders Database. What would you add or subtract from this list"
X Link 2025-12-26T18:46Z 72.2K followers, 11.8K engagements

"Are quality growth companies over-valued I maintain a watchlist of [--] quality growth companies. Currently the average FCF yield is 3.2%. Pro Medicus has the lowest yield at 0.5% and Qualcomm has the highest yield at 6.6%"
X Link 2025-12-28T16:54Z 72.2K followers, 14.2K engagements

"I also factor in growth. Qualcomm is the cheapest: 25% growth * 6.6% yield = [---] Pro Medicus is the most expensive: 29% growth * 0.5% yield = [--] I also look at it from the other angle and estimate what the market is pricing in. At a 0.5% yield I estimate that the market is pricing in 47% growth for Pro Medicus. https://twitter.com/i/web/status/2005328107356443006 https://twitter.com/i/web/status/2005328107356443006"
X Link 2025-12-28T17:20Z 72.2K followers, [----] engagements

"The events of the last few days have made KLA Corp and Lam Research my second and third largest positions. It's my view that semiconductor manufacturing equipment remains ones of the least volatile ways to get exposure to the often highly cylical semiconductor industry"
X Link 2026-01-06T17:08Z 72.2K followers, [----] engagements

"Lam Research is up 35% since I first entered in [--] months ago. Positions in green have been held less than [--] year"
X Link 2026-01-09T20:35Z 72.1K followers, 10.9K engagements

"LAUNCHED: Ive just released my new stock screener. It features quality growth metrics valuations and share price linearity. It covers [--] countries"
X Link 2026-01-19T13:15Z 72.2K followers, [----] engagements

"What's your view on Manhattan Associates $MANH - Consistently high cash return on capital - Steady free cash flow growth - High SBC but offset with consistent buybacks - Potentially attractive valuation"
X Link 2026-01-24T14:18Z 72.2K followers, [----] engagements

"@MarceloLima Interesting take. I see possibly 15% FCF growth (or more) at a 3% FCF yield"
X Link 2026-01-24T14:24Z 72.1K followers, [---] engagements

"In the last [--] months Comfort Systems USA has gone up 187%. Return on capital = 35% 5yr FCF per share CAGR = 47% 5yr Share count = -4% Would you invest"
X Link 2026-01-27T22:31Z 72.1K followers, [----] engagements

"The global semiconductor supply chain is built on a handful of "unblockable" monopolies. My infographic attempts to map out the bottlenecks in the supply chain. Where do you invest I personally own Cadence Applied Lam and KLA"
X Link 2026-01-30T15:15Z 72.2K followers, 17.6K engagements

"@PRGllz ARM sits at the top. It licenses the CPU architecture and cores before any design tools or manufacturing begin. Synopsys/Cadence turn ARM IP into layouts and only then do ASML Applied Lam TEL and KLA take over to physically build the chip"
X Link 2026-01-30T15:28Z 72.2K followers, [---] engagements

"LATEST FACTSHEET: JANUARY [----] YTD: 3.3% Cash Return on Capital = 40% 5yr FCF per share CAGR = 26% The portfolio continues to be optimised for: (i) consistently high free cash flow per share growth rate (ii) consistently high return on capital and (iii) pricing power"
X Link 2026-01-31T03:00Z 72.1K followers, [----] engagements

"Here's my framework for understanding recurring revenue pricing power and barriers to entry"
X Link 2026-02-01T22:07Z 72.2K followers, 16K engagements

"Looking for strong pricing power and high FCF yields Then here you go:"
X Link 2026-02-04T10:02Z 72.2K followers, [----] engagements

"Will the manufacturers of sugary treats be disrupted by AI"
X Link 2026-02-04T10:13Z 72.1K followers, 10.6K engagements

"A company can have a wide barrier to entry and low growth. The first relates to competition the second relates to the supply chain"
X Link 2026-02-06T20:09Z 72.2K followers, [----] engagements

"@gadawgck @Breiding3 Happy to. I sold early November. https://x.com/long_equity/status/1994712318593073191s=46&t=7iU6aj8X8_zHGUjE3r8K6w NOVEMBER [----] Factsheet OUT: Arista Networks and Constellation Software IN: Lam Research The portfolio is optimised for return on capital growth rate and pricing power. Cash Return on Capital = 40% 5yr FCF/share CAGR = 27% Only [--] of the [--] positions have been held for [--] https://t.co/43v1gLzCZM https://x.com/long_equity/status/1994712318593073191s=46&t=7iU6aj8X8_zHGUjE3r8K6w NOVEMBER [----] Factsheet OUT: Arista Networks and Constellation Software IN: Lam"
X Link 2026-02-10T22:54Z 72.2K followers, [---] engagements

""Dividend Aristocrats" are companies that have increased their dividends consistently over 25+ years. Here are the "ROC Aristocrats" - companies that have maintained their return on capital consistently above 15% for 10+ years. There are some relatively unknown and yet still quality names on the list like Manhattan Associates Data#3 and Nick Scali Which do you hold"
X Link 2023-11-22T23:37Z 72.2K followers, 89K engagements

"Ive recently updated my Global Compounders Database. You can gain access to a spreadsheet containing [--] quality growth metrics through my subscriptions (link in bio). Ive recently added - Salesforce - WW Grainger - Interactive Brokers What would you add or subtract"
X Link 2025-01-10T21:21Z 72.2K followers, 22K engagements

"UPDATED: Here's the latest list of Global Compounders. New names include: Maruwa Fabrinet Neurones and WW Grainger. What would you add Want this in a spreadsheet with FCF returns on capital and valuations Check out the link below"
X Link 2025-01-31T18:10Z 72.2K followers, 24.8K engagements

"Here are the some of the companies that Dev Kantesaria no longer holds in his Valley Forge portfolio: $MNST Monster Beverage $NKE Nike $META Meta Platforms $AMZN Amazon $ADSK Autodesk $AZPN Aspen Technology $ADBE Adobe And here's what he owns today: $FICO Fair Isaac $SPGI S&P Global $MA Mastercard $MCO Moody's $V Visa $INTU Intuit $ASML ASML $EFX Equifax $MSCI MSCI https://twitter.com/i/web/status/1993791370621014450 https://twitter.com/i/web/status/1993791370621014450"
X Link 2025-11-26T21:18Z 72.2K followers, 32.5K engagements

"NOVEMBER [----] Factsheet OUT: Arista Networks and Constellation Software IN: Lam Research The portfolio is optimised for return on capital growth rate and pricing power. Cash Return on Capital = 40% 5yr FCF/share CAGR = 27% Only [--] of the [--] positions have been held for [--] months. https://twitter.com/i/web/status/1994712318593073191 https://twitter.com/i/web/status/1994712318593073191"
X Link 2025-11-29T10:17Z 72.2K followers, 19.1K engagements

"Not all compounders are mega-cap tech companies. Over the last [--] years Patrick Industries $PATK has compounded their free cash flow per share at 29% per year with a RSq of 0.91"
X Link 2026-01-21T14:40Z 72.2K followers, 12.3K engagements

"My book - "The Intelligent Quality Investor" - is out now. If you like FCF per share growth linearity and returns on capital then this book might be for you Available here: https://www.amzn.com/dp/B0BT7DZT82/ https://www.amzn.com/dp/B0BT7DZT82/"
X Link 2023-02-01T11:55Z 72.2K followers, 181.6K engagements

"Im always impressed with the number of quality growth stocks available in Europe: France - Sartorius - LVMH - Hermes - LOreal Denmark - Novo Nordisk Netherlands - ASML Switzerland - Nestle - Sonovo Germany - Nemetschek - SAP Italy - Diasorin - Campari Faves"
X Link 2023-02-04T22:33Z 72.2K followers, 162.6K engagements

"UPDATED: The world's highest quality compounders - the best companies from all the main markets. * Thanks to everyone who commented on my previous posts. This version reflects suggestions. Which South Korean companies should I add to the list"
X Link 2023-03-11T15:54Z 72.2K followers, 89.6K engagements

"UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing Recent adds: Meta Qualys Interpump Tencent Pro Medicus Xero Recent removals: Teleperformance"
X Link 2024-01-15T11:20Z 72.2K followers, 89.1K engagements

"Here are my current holdings - a concentrated portfolio focused on quality growth. Feel free to share your portfolios in the comments - always looking for new ideas"
X Link 2024-02-03T10:57Z 72.2K followers, 76.2K engagements

"UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing"
X Link 2024-06-03T13:07Z 72.2K followers, 88.8K engagements

"LAUNCHED: Here's our latest list of global quality compounders. Imagine having access to 15+ quality growth metrics for each of these companies (including their valuation) If that's something you would be interested in (including monthly deep dives too) then check out my latest subscription service for only $15/month https://subscribe.longeq.com/ https://subscribe.longeq.com/"
X Link 2024-09-09T18:29Z 72.2K followers, 76.3K engagements

"🏰 Monopolies Fair Isaac credit scores ASML EUV lithography Intuit tax preparation software DEERE & CO autonomous farming Thermo Fisher ultra-high-end mass spec instruments Illumina high-throughput DNA sequencing CoStar U.S. commercial real estate data Sherwin-Williams architectural paint distribution (U.S.) ⚔ Duopolies Visa / Mastercard credit cards Airbus / Boeing aircraft PepsiCo / Coca-Cola drinks AMD / Nvidia GPU chips Apple / Samsung smartphones Nike / Adidas sportswear Cadence / Synopsys - chip design software 🧱 Oligopolies Alphabet / Microsoft / Amazon cloud infrastructure AT&T /"
X Link 2025-07-27T21:49Z 72.2K followers, 59.8K engagements

"🏰 Monopolies TSMC - advance semi fab ASML EUV lithography Verisign - domain name registry Fair Isaac credit scores Intuit tax preparation software Thermo Fisher ultra-high-end mass spec Illumina high-throughput DNA sequencing CoStar U.S. commercial real estate data Sherwin-Williams architectural paint distribution (U.S.) ⚔ Duopolies Visa / Mastercard credit cards Airbus / Boeing aircraft PepsiCo / Coca-Cola drinks AMD / Nvidia GPU chips Apple / Samsung smartphones Cadence / Synopsys - chip design software IDEXX / Zoetis - veterinary diagnostics Novo Nordisk / Eli Lily - weight loss drugs ICE"
X Link 2025-08-17T17:45Z 72.2K followers, 119.8K engagements

"Here's my growing list of monopolies and duopolies. What would you add or remove Thanks"
X Link 2025-08-25T08:18Z 72.2K followers, 73.5K engagements

"Sometimes compounders stop compounding. What lesson do you take away from this"
X Link 2025-11-15T09:33Z 72.2K followers, 891.3K engagements

"If you're looking to grow as an investor then I have written a book and have created a spreadsheet of quality growth companies that features quality linearity and valuation metrics"
X Link 2025-12-04T22:52Z 72.2K followers, 25.4K engagements

"I recently added four new companies to my Global Compounders Database: MarketAxess PTC Goodwin and Elmos Semiconductor"
X Link 2026-01-16T19:01Z 72.2K followers, 12.2K engagements

"Carpenter Technology $CRS has shot up over 1000% over the last [--] years. B2B Sells essential specialty alloys Strong pricing power Wide barrier to entry"
X Link 2026-01-28T11:14Z 72.2K followers, [----] engagements

"Analysing a companys annual report doesnt tell you whether its a quality company. Analysing a companys annual reports and then comparing it to all the alternatives does. Thats why I built Long Equity"
X Link 2026-02-08T22:37Z 72.2K followers, [----] engagements

"MSCI World Quality has beaten the index in [--] of the last [--] years and since [----] it has outperformed the index by [----] percentage points"
X Link 2026-02-13T23:28Z 72.2K followers, [----] engagements

"@usernavn Im honestly not sure. AI has the potential to improve the quality of their products all while increasing the threat of cheaper alternatives brought to the market by competitors"
X Link 2026-02-13T23:30Z 72.2K followers, [---] engagements

"Great to see the strong growth reported by Fair Isaac $FICO alongside the modest growth reported by Lam Research $LRCX"
X Link 2026-01-28T23:13Z 72.2K followers, [----] engagements

"Heres a list of some of the companies I dont own but follow closely: - Parker Hannifin - Arista Networks - Qualys - Nemetschek - Cerillion - Broadridge - DISCO"
X Link 2026-02-13T22:58Z 72.2K followers, [----] engagements

"@steadfast2561 Parker Hannifin is very interesting to me. I would put that slightly above the others"
X Link 2026-02-14T22:23Z 72.2K followers, [--] engagements

"What do Amphenol Comfort Systems and KLA all have in common They have all outperformed the S&P [---] in [--] of the last [--] years"
X Link 2026-02-15T19:20Z 72.2K followers, [----] engagements

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