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# ![@long_equity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1478425805944500228.png) @long_equity Long Equity

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

### Engagements: XXXXX [#](/creator/twitter::1478425805944500228/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1478425805944500228/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +45%
- X Months XXXXXXXXX +2.30%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1478425805944500228/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1478425805944500228/c:line/m:posts_active.svg)

- X Week XX +3.40%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXX +8.30%

### Followers: XXXXXX [#](/creator/twitter::1478425805944500228/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1478425805944500228/c:line/m:followers.svg)

- X Week XXXXXX +0.39%
- X Month XXXXXX +1.50%
- X Months XXXXXX +9.80%
- X Year XXXXXX +22%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1478425805944500228/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1478425805944500228/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1478425805944500228/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[asml](/topic/asml) #219, [$ma](/topic/$ma) #267, [$anet](/topic/$anet) #41, [disco](/topic/disco) 0.96%, [over the](/topic/over-the) 0.96%, [$lrcx](/topic/$lrcx) #5, [kla corp](/topic/kla-corp) #34, [msci inc](/topic/msci-inc) #37, [balance sheet](/topic/balance-sheet) #2026, [networks](/topic/networks) #1064

**Top accounts mentioned or mentioned by**
[@invest091](/creator/undefined) [@saynototrading](/creator/undefined) [@bramvgenechten](/creator/undefined) [@iarm8nl](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@goodforall6](/creator/undefined) [@fyee0308](/creator/undefined) [@vince85623723](/creator/undefined) [@laruexjoel](/creator/undefined) [@wr_crypto](/creator/undefined) [@thinkactr3peat](/creator/undefined) [@alphacapital82](/creator/undefined) [@shivamkashan](/creator/undefined) [@fiscorainvest](/creator/undefined) [@tpoon12](/creator/undefined) [@investrista](/creator/undefined) [@jomasilva88](/creator/undefined) [@quentinclf](/creator/undefined) [@marcgil158792](/creator/undefined) [@usernavn](/creator/undefined)

**Top assets mentioned**
[Mastercard, Inc. (MA)](/topic/$ma) [Arista Networks Inc (ANET)](/topic/$anet) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/kla-corp) [Msci Inc (MSCI)](/topic/msci-inc) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Intuit Inc. (INTU)](/topic/$intu) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Boeing Co (BA)](/topic/$ba) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Metadium (META)](/topic/$meta) [Paychex, Inc. (PAYX)](/topic/paychex) [PepsiCo, Inc. (PEP)](/topic/$pep) [UFP Industries, Inc. Common Stock (UFPI)](/topic/$ufpi)
### Top Social Posts [#](/creator/twitter::1478425805944500228/posts)
---
Top posts by engagements in the last XX hours

"Thanks to everyone who gave me their recommendation for Polish compounders. Here are the results. Dino Polska is a clear favourite"  
[X Link](https://x.com/long_equity/status/1908573419345428636) [@long_equity](/creator/x/long_equity) 2025-04-05T17:32Z 67.6K followers, 8737 engagements


"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](https://x.com/long_equity/status/1947975259769958511) [@long_equity](/creator/x/long_equity) 2025-07-23T11:01Z 67.6K followers, 16.9K engagements


"What are your thoughts on SS&C"  
[X Link](https://x.com/long_equity/status/1969756266558783895) [@long_equity](/creator/x/long_equity) 2025-09-21T13:31Z 67.6K followers, 8662 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](https://x.com/long_equity/status/1974076031524089923) [@long_equity](/creator/x/long_equity) 2025-10-03T11:36Z 67.6K followers, 25.5K 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](https://x.com/long_equity/status/1977659921798971430) [@long_equity](/creator/x/long_equity) 2025-10-13T08:57Z 67.6K followers, 12.1K 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. Here are the ones that rise to the top 👇🏼👇🏼 Which do you own"  
[X Link](https://x.com/long_equity/status/1856979879855571077) [@long_equity](/creator/x/long_equity) 2024-11-14T08:37Z 67.6K followers, 31.1K 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 XX% 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](https://x.com/long_equity/status/1727471287872745613) [@long_equity](/creator/x/long_equity) 2023-11-22T23:37Z 67.6K followers, 89K 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](https://x.com/long_equity/status/1918908929330831733) [@long_equity](/creator/x/long_equity) 2025-05-04T06:01Z 67.6K followers, 22.3K engagements


"Here's my growing list of monopolies and duopolies. What would you add or remove Thanks"  
[X Link](https://x.com/long_equity/status/1959893184626020587) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1885390264610537531) [@long_equity](/creator/x/long_equity) 2025-01-31T18:10Z 67.6K followers, 24.6K engagements


"@ThinkActR3peat I put together a research report for my subscribers here:"  
[X Link](https://x.com/long_equity/status/1974099916252496018) [@long_equity](/creator/x/long_equity) 2025-10-03T13:11Z 67.6K followers, XXX engagements


"I recently published my research report into Gaztransport & Technigaz (GTT) XX% return on capital Capital-light monopoly X% FCF yield"  
[X Link](https://x.com/long_equity/status/1919626313977233683) [@long_equity](/creator/x/long_equity) 2025-05-06T05:32Z 67.6K followers, 9768 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](https://x.com/long_equity/status/1976552458856845449) [@long_equity](/creator/x/long_equity) 2025-10-10T07:36Z 67.6K followers, 23.3K 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](https://x.com/long_equity/status/1904670195483897954) [@long_equity](/creator/x/long_equity) 2025-03-25T23:02Z 67.6K followers, 25.7K engagements


"Few companies come close to the quality of Mastercard. What would you add"  
[X Link](https://x.com/long_equity/status/1949566991162859954) [@long_equity](/creator/x/long_equity) 2025-07-27T20:26Z 67.6K followers, 14.4K engagements


"Looking for European compounders Here are the European companies with the highest 20-year CAGRs. Which do you hold"  
[X Link](https://x.com/long_equity/status/1610966985701036033) [@long_equity](/creator/x/long_equity) 2023-01-05T11:50Z 67.6K followers, 81.5K engagements


"Last month I published my report into Comfort Systems USA $FIX"  
[X Link](https://x.com/long_equity/status/1949051834284319140) [@long_equity](/creator/x/long_equity) 2025-07-26T10:19Z 67.6K followers, 9577 engagements


"I'm currently working on a report into Swedish equities. What's your favourite Swedish company Fortnox Lifco HMS Networks Addtech Lagercrantz"  
[X Link](https://x.com/long_equity/status/1888361061880877492) [@long_equity](/creator/x/long_equity) 2025-02-08T22:55Z 67.6K followers, 50K 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](https://x.com/long_equity/status/1967523456649494916) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1611023242403221504) [@long_equity](/creator/x/long_equity) 2023-01-05T15:34Z 67.6K 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](https://x.com/long_equity/status/1753734530333106391) [@long_equity](/creator/x/long_equity) 2024-02-03T10:57Z 67.6K followers, 76.1K engagements


"Here's my 1-page summary of Fair Isaac $FICO"  
[X Link](https://x.com/long_equity/status/1937192410058228083) [@long_equity](/creator/x/long_equity) 2025-06-23T16:53Z 67.6K followers, 15K engagements


"Looking for some linear compounders to research this weekend Here's your list"  
[X Link](https://x.com/long_equity/status/1931047626222326049) [@long_equity](/creator/x/long_equity) 2025-06-06T17:56Z 67.6K followers, 34.8K 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](https://x.com/long_equity/status/1975586628765646925) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1732080043906535879) [@long_equity](/creator/x/long_equity) 2023-12-05T16:50Z 67.6K followers, 65.3K engagements


"Heres a list of companies providing payment services and innovating in the payment sector. Which is your favourite"  
[X Link](https://x.com/long_equity/status/1941980751269912841) [@long_equity](/creator/x/long_equity) 2025-07-06T22:01Z 67.6K followers, 11.3K 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](https://x.com/long_equity/status/1964339425590333465) [@long_equity](/creator/x/long_equity) 2025-09-06T14:46Z 67.6K followers, 18.4K 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](https://x.com/long_equity/status/1942940108413345877) [@long_equity](/creator/x/long_equity) 2025-07-09T13:33Z 67.6K followers, 20.9K 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](https://x.com/long_equity/status/1961800113140994419) [@long_equity](/creator/x/long_equity) 2025-08-30T14:36Z 67.6K followers, 20.8K 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](https://x.com/long_equity/status/1949588022686626155) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1963252758212960529) [@long_equity](/creator/x/long_equity) 2025-09-03T14:48Z 67.6K followers, 6780 engagements


"@fiscorainvest On this list Im long MSCI MA FICO and CDNS"  
[X Link](https://x.com/long_equity/status/1977370904125456888) [@long_equity](/creator/x/long_equity) 2025-10-12T13:48Z 67.5K followers, XXX engagements


"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](https://x.com/long_equity/status/1951783081310146663) [@long_equity](/creator/x/long_equity) 2025-08-02T23:12Z 67.6K followers, 13.4K 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](https://x.com/long_equity/status/1975209989259002039) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1939025089401352666) [@long_equity](/creator/x/long_equity) 2025-06-28T18:16Z 67.6K followers, 9517 engagements


"What are the highest quality healthcare companies I own Novo Nordisk and follow IDEXX Genmab Zoetis Mettler Toledo and Sartorius SB"  
[X Link](https://x.com/long_equity/status/1809714711942033498) [@long_equity](/creator/x/long_equity) 2024-07-06T22:23Z 67.6K 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](https://x.com/long_equity/status/1894042643027419381) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1975539040842817852) [@long_equity](/creator/x/long_equity) 2025-10-07T12:29Z 67.6K followers, 10.1K engagements


"June's factsheet Still no change to the portfolio Top performers: KLA Corp and Applied Materials Weighted FCF ROC = XX% FCF CAGR = XX% FCF yield = 2.69%"  
[X Link](https://x.com/long_equity/status/1939825558440833076) [@long_equity](/creator/x/long_equity) 2025-06-30T23:17Z 67.6K followers, 8016 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](https://x.com/long_equity/status/1955750406606479711) [@long_equity](/creator/x/long_equity) 2025-08-13T21:56Z 67.6K followers, 37.5K 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](https://x.com/long_equity/status/1977376938873225352) [@long_equity](/creator/x/long_equity) 2025-10-12T14:12Z 67.6K followers, 8008 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](https://x.com/long_equity/status/1972684957521711358) [@long_equity](/creator/x/long_equity) 2025-09-29T15:28Z 67.6K followers, 22.6K engagements


"Here's my linearity analysis of the S&P XXX constituents. Which stand out to you"  
[X Link](https://x.com/long_equity/status/1974131275209581047) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1864080097709322395) [@long_equity](/creator/x/long_equity) 2024-12-03T22:51Z 67.6K 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](https://x.com/long_equity/status/1833211204392665426) [@long_equity](/creator/x/long_equity) 2024-09-09T18:29Z 67.6K followers, 75.9K 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](https://x.com/long_equity/status/1877828038462787759) [@long_equity](/creator/x/long_equity) 2025-01-10T21:21Z 67.6K followers, 21.9K 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](https://x.com/long_equity/status/1945959476286165481) [@long_equity](/creator/x/long_equity) 2025-07-17T21:31Z 67.6K followers, 17.7K engagements


"I'm currently working on a report into Swiss equities. What's the highest quality company in Switzerland"  
[X Link](https://x.com/long_equity/status/1910721795855962513) [@long_equity](/creator/x/long_equity) 2025-04-11T15:49Z 67.6K followers, 25.2K 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](https://x.com/long_equity/status/1797615995282248058) [@long_equity](/creator/x/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](https://x.com/long_equity/status/1932008235579453950) [@long_equity](/creator/x/long_equity) 2025-06-09T09:33Z 67.6K followers, 20K 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](https://x.com/long_equity/status/1622000301191331846) [@long_equity](/creator/x/long_equity) 2023-02-04T22:33Z 67.6K followers, 162.4K engagements


"Our presentation "Why We Own Them" sets out our rationale/conviction for each holding in our portfolio of global compounders"  
[X Link](https://x.com/long_equity/status/1939669906313630140) [@long_equity](/creator/x/long_equity) 2025-06-30T12:58Z 67.6K followers, 33.2K 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](https://x.com/long_equity/status/1750126424361410868) [@long_equity](/creator/x/long_equity) 2024-01-24T12:00Z 67.6K followers, 60.7K engagements


"Will the stock market crash within the next month"  
[X Link](https://x.com/long_equity/status/1977054556480585902) [@long_equity](/creator/x/long_equity) 2025-10-11T16:51Z 67.6K followers, 7096 engagements


"Here are some of my favourite books on investing. Apologies for the shameless inclusion of the fourth one"  
[X Link](https://x.com/long_equity/status/1977471490619482202) [@long_equity](/creator/x/long_equity) 2025-10-12T20:28Z 67.6K followers, 28.6K 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](https://x.com/long_equity/status/1950846385990832561) [@long_equity](/creator/x/long_equity) 2025-07-31T09:09Z 67.6K followers, 13.8K 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](https://x.com/long_equity/status/1964358074212188402) [@long_equity](/creator/x/long_equity) 2025-09-06T16:00Z 67.6K followers, 140.9K 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](https://x.com/long_equity/status/1978561980035129601) [@long_equity](/creator/x/long_equity) 2025-10-15T20:41Z 67.6K followers, 4986 engagements


"Here's my portfolio and some of the companies on my watchlist. What would you add or subtract"  
[X Link](https://x.com/long_equity/status/1970803996668645391) [@long_equity](/creator/x/long_equity) 2025-09-24T10:54Z 67.6K 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](https://x.com/long_equity/status/1927465600768421980) [@long_equity](/creator/x/long_equity) 2025-05-27T20:43Z 67.6K 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](https://x.com/long_equity/status/1957136638275899487) [@long_equity](/creator/x/long_equity) 2025-08-17T17:45Z 67.6K followers, 118.6K 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](https://x.com/long_equity/status/1868055617975603300) [@long_equity](/creator/x/long_equity) 2024-12-14T22:09Z 67.6K followers, 125.4K 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](https://x.com/long_equity/status/1961807857382248480) [@long_equity](/creator/x/long_equity) 2025-08-30T15:06Z 67.6K 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](https://x.com/long_equity/status/1958910391578235161) [@long_equity](/creator/x/long_equity) 2025-08-22T15:13Z 67.6K followers, 17.7K engagements