[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

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

Long Equity posts on X about asml, $anet, list, $ma the most. They currently have XXXXXX followers and 1520 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 XXXXXXXXX +202%
- X Months XXXXXXXXX +11%
- X Year XXXXXXXXX +0.55%

### 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 Month XXX -XX%
- X Months XXX +12%
- X Year XXX -XX%

### 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 +0.24%
- X Month XXXXXX +3%
- X Months XXXXXX +11%
- X Year XXXXXX +23%

### CreatorRank: XXXXXXX [#](/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

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

**Social topic influence**
[asml](/topic/asml) #126, [$anet](/topic/$anet) #36, [list](/topic/list), [$ma](/topic/$ma) #246, [stocks](/topic/stocks), [meta](/topic/meta), [$intu](/topic/$intu) #55, [hermes](/topic/hermes) #427, [lam](/topic/lam) #274, [return on](/topic/return-on) #8

**Top accounts mentioned or mentioned by**
[@fundhunterco](/creator/undefined) [@invest091](/creator/undefined) [@fiscoraorginal](/creator/undefined) [@analyzingai](/creator/undefined) [@standardequity](/creator/undefined) [@bramvgenechten](/creator/undefined) [@islanderinvests](/creator/undefined) [@ftrinvestors](/creator/undefined) [@stonkmetal](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@brianferoldi](/creator/undefined) [@brianstoffel](/creator/undefined) [@divestech](/creator/undefined) [@thelonginvest](/creator/undefined) [@themattharbaugh](/creator/undefined) [@usernavn](/creator/undefined) [@invesquotes](/creator/undefined) [@ajinkya352](/creator/undefined) [@qcompounding](/creator/undefined) [@markpri93982778](/creator/undefined)

**Top assets mentioned**
[Arista Networks Inc (ANET)](/topic/$anet) [Mastercard, Inc. (MA)](/topic/$ma) [Intuit Inc. (INTU)](/topic/$intu) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Bedrock (BR)](/topic/$br) [Monster Beverage Corp (MNST)](/topic/$mnst) [Nike Inc (NKE)](/topic/$nke) [S&P Global Inc (SPGI)](/topic/$spgi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Autodesk Inc (ADSK)](/topic/$adsk) [Aspen Technology, Inc. (AZPN)](/topic/$azpn) [Adobe, Inc. (ADBE)](/topic/$adbe) [Moody's Corporation (MCO)](/topic/$mco) [Effect.AI (EFX)](/topic/$efx) [Msci Inc (MSCI)](/topic/$msci) [Microsoft Corp. (MSFT)](/topic/microsoft) [Minted (MTD)](/topic/$mtd) [Paychex, Inc. (PAYX)](/topic/paychex) [PepsiCo, Inc. (PEP)](/topic/$pep) [Boeing Co (BA)](/topic/$ba) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [KLA Corp (KLAC)](/topic/$klac)
### Top Social Posts
Top posts by engagements in the last XX hours

"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)  2025-10-13T08:57Z 70.4K followers, 12.6K 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)  2025-09-06T16:00Z 70.4K followers, 141.8K 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](https://x.com/long_equity/status/1979511863936176378)  2025-10-18T11:36Z 70.4K followers, 6079 engagements


"You can track my portfolio here:"  
[X Link](https://x.com/long_equity/status/1990177456393969714)  2025-11-16T21:57Z 70.4K followers, 5778 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](https://x.com/long_equity/status/1991947513893359767)  2025-11-21T19:11Z 70.4K followers, 15.3K 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](https://x.com/long_equity/status/1993791370621014450)  2025-11-26T21:18Z 70.4K followers, 32K 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](https://x.com/long_equity/status/1627047103188049920)  2023-02-18T20:47Z 70.4K followers, 195.5K 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](https://x.com/long_equity/status/1685252538377928704)  2023-07-29T11:34Z 70.4K followers, 172.4K 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](https://x.com/long_equity/status/1746854745673711900)  2024-01-15T11:20Z 70.4K followers, 88.8K 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)  2024-07-06T22:23Z 70.4K followers, 34.8K 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](https://x.com/long_equity/status/1815015145296314412)  2024-07-21T13:25Z 70.4K followers, 32K 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](https://x.com/long_equity/status/1821199940653109289)  2024-08-07T15:01Z 70.4K followers, 25.1K engagements


"What your view on Mettler Toledo $MTD It's impressive how over the last X years they turned X% revenue CAGR into XX% FCF per share CAGR. There's a consistent history of buybacks plus a very attractive valuation"  
[X Link](https://x.com/long_equity/status/1850977890524954661)  2024-10-28T19:08Z 70.4K followers, 14.5K 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)  2024-12-03T22:51Z 70.4K followers, 22K 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)  2025-02-08T22:55Z 70.4K followers, 50K 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](https://x.com/long_equity/status/1892167817526476931)  2025-02-19T11:02Z 70.4K followers, 23.5K engagements


"I'm currently working on a report into Danish equities. What's the highest quality Danish company Novo Nordisk Coloplast Something else"  
[X Link](https://x.com/long_equity/status/1897302718227849260)  2025-03-05T15:06Z 70.4K followers, 21K 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)  2025-05-04T06:01Z 70.4K 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](https://x.com/long_equity/status/1927465600768421980)  2025-05-27T20:43Z 70.4K followers, 19.1K 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)  2025-06-30T12:58Z 70.4K followers, 33.3K 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)  2025-07-06T22:01Z 70.4K followers, 11.4K 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)  2025-07-27T21:49Z 70.4K followers, 59.5K 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](https://x.com/long_equity/status/1950846385990832561)  2025-07-31T09:09Z 70.4K 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](https://x.com/long_equity/status/1955750406606479711)  2025-08-13T21:56Z 70.4K followers, 38.4K 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)  2025-08-17T17:45Z 70.4K followers, 119.3K 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)  2025-08-30T14:36Z 70.4K followers, 21.1K 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)  2025-09-03T14:48Z 70.4K followers, 6897 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)  2025-09-06T14:46Z 70.4K followers, 18.9K 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)  2025-09-15T09:38Z 70.4K followers, 17K engagements


"What are your thoughts on SS&C"  
[X Link](https://x.com/long_equity/status/1969756266558783895)  2025-09-21T13:31Z 70.4K followers, 8733 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)  2025-09-29T15:28Z 70.4K followers, 23.1K 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](https://x.com/long_equity/status/1979200496129753271)  2025-10-17T14:59Z 70.4K followers, 56.5K 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/1982022073917530323)  2025-10-25T09:51Z 70.4K followers, 70.7K 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](https://x.com/long_equity/status/1986053599697473668)  2025-11-05T12:50Z 70.4K 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](https://x.com/long_equity/status/1986784447547506896)  2025-11-07T13:14Z 70.4K followers, 7462 engagements


"Here's the very talented artist I used for the covers"  
[X Link](https://x.com/long_equity/status/1990535071951098111)  2025-11-17T21:38Z 70.4K followers, 3740 engagements


"Here are six companies from the S&P XXX with linear share price growth over the last XX years. Which do you own or follow"  
[X Link](https://x.com/long_equity/status/1993685554404229247)  2025-11-26T14:17Z 70.4K followers, 14.9K engagements


"Here are the four French companies with the most linear share prices: Air Liquide EssilorLuxottica Hermes Vinci Which do you like"  
[X Link](https://x.com/long_equity/status/1994791368628261070)  2025-11-29T15:31Z 70.4K followers, 10.8K engagements


"@VlueInvstr Not in detail but it often comes up in my screens so does Marsh & McLennan"  
[X Link](https://x.com/long_equity/status/1997593993535000630)  2025-12-07T09:08Z 70.4K followers, XXX 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](https://x.com/long_equity/status/1607508936076451841)  2022-12-26T22:49Z 70.4K followers, 247.1K engagements


"Sometimes compounders stop compounding. What lesson do you take away from this"  
[X Link](https://x.com/long_equity/status/1989627876799389719)  2025-11-15T09:33Z 70.4K followers, 869.2K 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](https://x.com/long_equity/status/1994712318593073191)  2025-11-29T10:17Z 70.4K followers, 18.1K 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](https://x.com/long_equity/status/1996714295372271830)  2025-12-04T22:52Z 70.4K followers, 14.9K engagements


"The portfolio. currently Qualys and Synopsys are on my watch list"  
[X Link](https://x.com/long_equity/status/1996912334196166742)  2025-12-05T11:59Z 70.4K followers, 12.7K 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](https://x.com/long_equity/status/1998424805591359520)  2025-12-09T16:09Z 70.4K followers, 6371 engagements