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@long_equity Long Equity

Long Equity posts on X about list, asml, meta, all the the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX -XX%
X Month XXXXXXXXX +207%
X Months XXXXXXXXX +8.50%
X Year XXXXXXXXX +1%

Mentions: XX #

X Week XX -XX%
X Month XXX -XXXX%
X Months XXX +15%
X Year XXX -XX%

Followers: XXXXXX #

X Week XXXXXX +0.22%
X Month XXXXXX +2.90%
X Months XXXXXX +11%
X Year XXXXXX +23%

CreatorRank: XXXXXXX #

Social Influence

Social category influence stocks XX% technology brands XXXXX% finance XX% cryptocurrencies XXXX% countries XXXX% fashion brands XXXX%

Social topic influence list #446, asml #101, meta 4.29%, all the 4.29%, $anet 4.29%, meta platforms #490, $meta #477, for all 2.86%, germany 2.86%, france XXXX%

Top accounts mentioned or mentioned by @signastrategies @vlueinvstr @fiscorainvest @theinvestor @saynototrading @stablebread @srinivasganapa2 @latticeinvestor @usernavn @invest091 @zakariya_khwaja @copa24176968 @matth203 @valueinvestor @cashflowmuse @juliette_vand @marco_formica76 @bas59839579 @vadzim_huchok @davidmumar

Top assets mentioned Arista Networks Inc (ANET) Meta Platforms, Inc. (META) Metadium (META) Intuit Inc. (INTU) Mastercard, Inc. (MA) Bridge Mutual (BMI) CCC Intelligent Solutions Holdings Inc. (CCCS) TransDigm Group, Inc. (TDG) Bedrock (BR) Thermo Fisher Scientific Inc. (TMO) Boeing Co (BA) Extra Space Storage, Inc. (EXR) KLA Corp (KLAC) Monster Beverage Corp (MNST) Nike Inc (NKE) S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) Autodesk Inc (ADSK) Aspen Technology, Inc. (AZPN) Adobe, Inc. (ADBE) Fair Isaac, Corp. (FICO) Moody's Corporation (MCO) Effect.AI (EFX) Msci Inc (MSCI)

Top Social Posts

Top posts by engagements in the last XX hours

"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 70.5K followers, 88.8K 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 70.5K followers, 19.1K 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 2025-08-13T21:56Z 70.5K followers, 38.4K 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 70.5K followers, 70.7K 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 70.5K followers, 88.9K engagements

"The portfolio. currently Qualys and Synopsys are on my watch list"
X Link 2025-12-05T11:59Z 70.5K followers, 12.8K 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 70.4K followers, 195.5K 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 70.4K followers, 127.7K 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 70.4K followers, 90.4K engagements

"Heres a list of some of my favourite non-US companies: UK Cerillion Spirax Sarco Sweden Fortnox Germany ATOSS Software Nemetschek France Esker Denmark Genmab Novo Nordisk Netherlands ASML Adyen Australia Technology One Which are your favourites"
X Link 2025-01-18T19:34Z 70.4K followers, 16.4K 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 70.4K followers, 21K 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 70.4K followers, 6080 engagements

"Here are the four French companies with the most linear share prices: Air Liquide EssilorLuxottica Hermes Vinci Which do you like"
X Link 2025-11-29T15:31Z 70.4K followers, 10.9K engagements

"@The_Investor Thanks Unfortunately the commission is less the risk of being copied is greater and the tables dont always look as good"
X Link 2025-12-01T17:08Z 70.4K followers, XXX engagements

"@VlueInvstr Not in detail but it often comes up in my screens so does Marsh & McLennan"
X Link 2025-12-07T09:08Z 70.4K followers, XXX 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 70.5K followers, 59.5K 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 70.5K followers, 15.2K 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 70.4K followers, 23.5K 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 2025-07-31T09:09Z 70.5K followers, 13.9K 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 2025-08-30T14:36Z 70.5K followers, 21.1K 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 2025-10-13T08:57Z 70.4K followers, 12.6K engagements

"And here's Extra Space Storage Inc. FCF per share over the last XX years"
X Link 2025-10-27T17:00Z 70.5K followers, 3261 engagements

"When you think of compounders that stopped compounding who comes to mind"
X Link 2025-10-29T21:04Z 70.5K followers, 83.3K engagements

"Here's the very talented artist I used for the covers"
X Link 2025-11-17T21:38Z 70.5K followers, 3749 engagements

"Heres a list of companies providing payment services and innovating in the payment sector. Which is your favourite"
X Link 2025-07-06T22:01Z 70.5K followers, 11.4K engagements

"A Dividend Aristocrat is a company that has increased its dividend each year for the past XX years. Here's a new class of company: ROC Aristocrat - a company that hasn't had a return on capital below XX% over the past XX years. These are consistent compounders of capital. Companies in green are in my portfolio. Which do you own"
X Link 2025-10-17T14:59Z 70.5K followers, 56.5K 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 70.5K followers, 277.5K engagements

"Here's a quality compounder / dividend growth stock you've never heard of. Introducing: Badger Meter Inc. $BMI"
X Link 2023-10-23T09:38Z 70.5K followers, 46.7K engagements

"Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. Which do you like I personally own Visa Applied Materials and Fortinet from this list"
X Link 2025-11-05T12:50Z 70.5K followers, 13.5K 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 70.5K followers, 7478 engagements

"What are your thoughts on $BMI Badger Meter's long-term growth prospects"
X Link 2025-06-18T13:41Z 70.5K followers, 12.3K engagements

"Sometimes compounders stop compounding. What lesson do you take away from this"
X Link 2025-11-15T09:33Z 70.5K followers, 869.4K 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"
X Link 2025-11-26T21:18Z 70.5K followers, 32K engagements

"NOVEMBER 2025 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 = XX% 5yr FCF/share CAGR = XX% Only X of the XX positions have been held for XX months"
X Link 2025-11-29T10:17Z 70.5K followers, 18.2K engagements

"Here are four companies that are becoming increasingly capital efficient - take a look at their cash return on capital. Which do you own"
X Link 2025-12-09T16:09Z 70.5K followers, 6779 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 2024-07-21T13:25Z 70.5K followers, 32K engagements

"Here's a list of US companies that have maintained their return on capital above XX% for the last XX years and have also compounded their invested capital"
X Link 2025-12-11T20:21Z 70.5K followers, 21.9K engagements