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@long_equity Long Equity

Long Equity posts on X about asml, $ma, over the, $anet the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXXX -XX%
X Month XXXXXXX +20%
X Months XXXXXXXXX +7.30%
X Year XXXXXXXXX -XX%

Mentions: XX #

X Week XX -XXXX%
X Month XXX -XX%
X Months XXX -XX%
X Year XXX +13%

Followers: XXXXXX #

X Week XXXXXX +0.48%
X Month XXXXXX +1.50%
X Months XXXXXX +9.90%
X Year XXXXXX +22%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks XXXX% finance XXXX% technology brands XXX% countries XXXX% travel destinations XXXX%

Social topic influence asml #368, $ma #255, over the 1.27%, $anet #59, $5344t 0.96%, $lrcx #32, msci inc #14, balance sheet #2051, meta 0.64%, sol XXXX%

Top accounts mentioned or mentioned by @invest091 @saynototrading @bramvgenechten @iarm8nl @fiscoraoriginal @goodforall6 @fyee0308 @vince85623723 @laruexjoel @wr_crypto @thinkactr3peat @alphacapital82 @shivamkashan @fiscorainvest @tpoon12 @quentinclf @marcgil158792 @investrista @usernavn @longwalkcapital

Top assets mentioned Mastercard, Inc. (MA) Arista Networks Inc (ANET) Lam Research Corporation (LRCX) Msci Inc (MSCI) Intuit Inc. (INTU) Thermo Fisher Scientific Inc. (TMO) KLA Corp (KLAC) NVIDIA Corp. (NVDA) Cadence Design Systems Inc (CDNS) Fair Isaac, Corp. (FICO) Boeing Co (BA) CCC Intelligent Solutions Holdings Inc. (CCCS) Meta Platforms, Inc. (META) TransDigm Group, Inc. (TDG) Metadium (META) S&P Global Inc (SPGI) Paychex, Inc. (PAYX) PepsiCo, Inc. (PEP) Microsoft Corp. (MSFT) UFP Industries, Inc. Common Stock (UFPI)

Top Social Posts #

Top posts by engagements in the last XX hours

"What are your views on MSCI Inc Here's my dashboard (subscribe for more) ✅ FCF/share growing exponentially ✅ Cash ROC consistently rising ✅ FCF yield is also rising (although it has dampened share price appreciation) ✅ Consistent buybacks 🟠 LTD is high (80% of balance sheet) but interest expense is managable (10% of operating income)"
X Link @long_equity 2025-07-23T11:01Z 67.5K followers, 16.9K engagements

"What are your thoughts on SS&C"
X Link @long_equity 2025-09-21T13:31Z 67.5K followers, 8652 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 @long_equity 2023-09-25T08:40Z 67.5K followers, 90.4K engagements

"What are your thoughts on Parker-Hannifin - Up 11709% since IPO - XX years of dividend increases - FCF/share grows on average by XX% pa"
X Link @long_equity 2025-10-03T11:36Z 67.5K followers, 25.4K engagements

"Sometimes XX% drawdowns are short-lived. In Q1 of 2025 Arista Networks saw their share price half. They are now up XXX% from their YTD low"
X Link @long_equity 2025-10-13T08:57Z 67.6K followers, 12.1K engagements

"Here's my growing list of monopolies and duopolies. What would you add or remove Thanks"
X Link @long_equity 2025-08-25T08:18Z 67.6K followers, 73.1K 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 @long_equity 2025-01-31T18:10Z 67.5K followers, 24.6K engagements

"@ThinkActR3peat I put together a research report for my subscribers here:"
X Link @long_equity 2025-10-03T13:11Z 67.5K followers, XXX 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 @long_equity 2024-01-15T11:20Z 67.5K followers, 88.6K engagements

"Im currently researching high quality companies in India Here are four Im currently looking at. Anything else I should add"
X Link @long_equity 2025-05-28T14:43Z 67.5K followers, 24.4K engagements

"Here are the XX companies in my portfolio sorted by how much theyve gone up since I first bought them. While the three companies bought this year have all done well its worth noting that none of the companies up more than XXX% have been held less for than X years Compounding takes time"
X Link @long_equity 2025-10-10T07:36Z 67.6K followers, 23.2K 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 @long_equity 2025-03-25T23:02Z 67.5K followers, 25.7K engagements

"Few companies come close to the quality of Mastercard. What would you add"
X Link @long_equity 2025-07-27T20:26Z 67.5K followers, 14.4K engagements

"UPDATED: Here's the September version of the Global Compounders Database. Red means it's removed green means it's new. Additions and subtractions are based on quality alone not valuation. What would you add Subscribe if you want this in a spreadsheet filled with metrics and valuations"
X Link @long_equity 2025-09-15T09:38Z 67.6K followers, 16.8K engagements

"Europe's highest quality companies What would you add Which would you remove"
X Link @long_equity 2023-01-05T15:34Z 67.5K followers, 227.9K 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 @long_equity 2024-02-03T10:57Z 67.5K followers, 76.1K engagements

"Here's a list of companies in the S&P XXX S&P XXX and S&P XXX that have (1) high cash returns on capital and (2) have bought back more than XX% of shares outstanding over the last X years. Sub for more data + insights"
X Link @long_equity 2025-10-07T15:38Z 67.6K followers, 47.7K engagements

"I scored the constituents of the MSCI World index based on XX 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 @long_equity 2023-12-05T16:50Z 67.6K followers, 65.3K 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 @long_equity 2023-02-18T20:47Z 67.5K followers, 195.4K engagements

"The portfolio"
X Link @long_equity 2025-01-20T17:16Z 67.5K followers, 59.3K engagements

"Here's how the companies in my portfolio compare to the S&P XXX over the last XX years Top holdings: Cadence $CDNS - XX yrs of outperformance NVIDIA $NVDA - XX yrs Fair Isaac $FICO - XX yrs Arista $ANET - X yrs KLA $KLAC - X yrs No one company outperformed in every year. NVIDIA has the highest growth but also the highest volatility"
X Link @long_equity 2025-09-06T14:46Z 67.5K followers, 18.4K engagements

"August 2025 Factsheet Bought: Arista Networks $ANET Sold: ATOSS Software The portfolio is optimised for return on capital growth rate and pricing power. Cash Return on Capital = XX% 5yr FCF/share CAGR = XX% Only X of the XX positions have been held for XX months. The aim is to reduce the number of holdings to XX in the next 3-6 months"
X Link @long_equity 2025-08-30T14:36Z 67.6K followers, 20.8K 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 @long_equity 2025-07-09T13:33Z 67.5K followers, 20.9K engagements

"In most years quality investing outperforms"
X Link @long_equity 2025-10-05T18:56Z 67.5K followers, 18.9K 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 @long_equity 2025-07-27T21:49Z 67.6K followers, 59K engagements

"Over the course of this year I've been digging into under-researched public markets in search of undiscovered stocks from each country. You can find the full list on my website. Names that stand out include: Addtech RELX Objective GTT Xero"
X Link @long_equity 2025-09-03T14:48Z 67.5K followers, 6774 engagements

"@fiscorainvest On this list Im long MSCI MA FICO and CDNS"
X Link @long_equity 2025-10-12T13:48Z 67.5K followers, XXX engagements

"Here's a list of cheap companies (PE ratio S&P 500) that still have high FCF growth and returns on capital (rank column). Note: I personally use the forward FCF yield not PE ratio for valuation"
X Link @long_equity 2025-10-06T14:42Z 67.6K followers, 27.7K engagements

"Here's my two page summary into Lam Research $LRCX I personally prefer Applied Materials and KLA Corp in this space but closely follow and admire both Lam and ASML. What are your thoughts on Lam"
X Link @long_equity 2025-06-28T18:16Z 67.5K followers, 9516 engagements

"What are the highest quality healthcare companies I own Novo Nordisk and follow IDEXX Genmab Zoetis Mettler Toledo and Sartorius SB"
X Link @long_equity 2024-07-06T22:23Z 67.5K followers, 34.7K engagements

"I'm currently working on a report into UK equities. What's the highest quality UK company Cerillion Judges Scientific Alfa Financial Software Holdings"
X Link @long_equity 2025-02-24T15:12Z 67.5K followers, 24.2K engagements

"Here's how Lam Research $LRCX turned XX% revenue growth into XX% share price growth. - Margin expansion - Cash conversion - Buybacks - Multiple expansion"
X Link @long_equity 2025-10-07T12:29Z 67.6K followers, 10.1K 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 @long_equity 2025-08-13T21:56Z 67.6K followers, 37.3K engagements

"Whats your view on Comfort Systems USA Are you long or do you prefer to get HVAC exposure elsewhere Has the stock reached the top or is there plenty more growth to come"
X Link @long_equity 2025-10-12T14:12Z 67.6K followers, 7950 engagements

"The S&P XXX companies with the highest and most linear 10-year free cash flow per share growth rates. Which are your favourites"
X Link @long_equity 2025-09-29T15:28Z 67.6K followers, 22.6K engagements

"Want to outperform the index Then buy the index providers. Both $SPGI and $MSCI have outperformed the S&P XXX over the long-term"
X Link @long_equity 2023-03-20T15:13Z 67.5K followers, 77.4K 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 (my favourite) Disco Corp Maruwa (not on the MSCI list)"
X Link @long_equity 2024-04-30T11:11Z 67.5K followers, 14.7K engagements

"Here's my linearity analysis of the S&P XXX constituents. Which stand out to you"
X Link @long_equity 2025-10-03T15:15Z 67.6K followers, 15.7K 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 @long_equity 2024-12-03T22:51Z 67.5K followers, 21.9K 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"
X Link @long_equity 2024-09-09T18:29Z 67.6K followers, 75.9K 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"
X Link @long_equity 2025-07-17T21:31Z 67.6K followers, 17.7K engagements

"Ive recently updated my Global Compounders Database. You can gain access to a spreadsheet containing XX 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 @long_equity 2025-01-10T21:21Z 67.5K followers, 21.9K engagements

"What are the highest quality companies in the Fundsmith/Smithson investable universe I took the complete set of holdings from both funds and ran it through one of my custom quality filters. The top XX are: Nemetschek MSCI Qualys IDEXX Mettler-Toledo Microsoft Novo Nordisk HMS Networks Technology One Alphabet Which do you own"
X Link @long_equity 2024-08-07T15:01Z 67.5K followers, 25K 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 @long_equity 2024-06-03T13:07Z 67.6K followers, 88.7K engagements

"I'm currently working on a report into Japanese businesses. What's the highest quality company in Japan Disco Maruwa Keyence Something else"
X Link @long_equity 2025-06-09T09:33Z 67.6K followers, 20K engagements

"Our presentation "Why We Own Them" sets out our rationale/conviction for each holding in our portfolio of global compounders"
X Link @long_equity 2025-06-30T12:58Z 67.5K followers, 33.2K engagements

"Im always impressed with the number of quality growth stocks available in Europe: France - Sartorius Stedim Biotech - LVMH - Hermes - LOreal Denmark - Novo Nordisk - Coloplast - Genmab - Novozymes Netherlands - ASML - ASM International Switzerland - Sonovo Germany - Nemetschek - Atoss Software Italy - Diasorin - Campari Faves"
X Link @long_equity 2024-07-21T13:25Z 67.5K followers, 31.9K engagements

"Here are four under the radar quality compounders. - Progress Software Corp. - Cavco Industries Inc. - UFP Industries Inc. - Mueller Industries Inc. Are you invested"
X Link @long_equity 2024-01-24T12:00Z 67.6K followers, 60.7K engagements

"Will the stock market crash within the next month"
X Link @long_equity 2025-10-11T16:51Z 67.6K followers, 7054 engagements

"Here are some of my favourite books on investing. Apologies for the shameless inclusion of the fourth one"
X Link @long_equity 2025-10-12T20:28Z 67.6K followers, 28.4K 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"
X Link @long_equity 2025-07-31T09:09Z 67.6K followers, 13.7K 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 @long_equity 2025-09-06T16:00Z 67.6K followers, 140.8K engagements

"Here's my portfolio and some of the companies on my watchlist. What would you add or subtract"
X Link @long_equity 2025-09-24T10:54Z 67.5K followers, 21.9K 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 @long_equity 2025-05-27T20:43Z 67.5K followers, 19.1K 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 @long_equity 2025-08-17T17:45Z 67.5K followers, 118.5K engagements

"If you're looking to grow as an investor then I would highly recommend my new book and spreadsheet of quality growth companies which features both quality linearity and valuation metrics. Links below"
X Link @long_equity 2024-12-14T22:09Z 67.6K followers, 124.5K engagements

"@simonseverino Take a look at Scorpion Capitals report into Lasertec. Then CTRL+F for KLA. Youll enjoy what you read. Let me know your thoughts"
X Link @long_equity 2025-08-30T15:06Z 67.5K followers, XXX engagements

"Looking for some compounders to research this weekend Here's a list of S&P XXX companies with high share price growth and linearity over both X and XX years. Which stand out to you I personally own Cadence and KLA Corp from this list"
X Link @long_equity 2025-08-22T15:13Z 67.6K followers, 17.7K 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 @long_equity 2023-04-22T09:39Z 67.5K followers, 127.6K engagements