[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 Long Equity Long Equity posts on X about asml, hermes, france, stocks 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)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +39% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1478425805944500228/posts_active)  - X Week XXX -XXXX% - X Month XXX +14% - X Months XXX +24% - X Year XXX +22% ### Followers: XXXXXX [#](/creator/twitter::1478425805944500228/followers)  - X Week XXXXXX +0.21% - X Month XXXXXX +1.30% - X Months XXXXXX +9.20% - X Year XXXXXX +23% ### CreatorRank: XXXXXXX [#](/creator/twitter::1478425805944500228/influencer_rank)  ### Social Influence [#](/creator/twitter::1478425805944500228/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [asml](/topic/asml) 5.75%, [hermes](/topic/hermes) 4.02%, [france](/topic/france) 3.45%, [stocks](/topic/stocks) 2.87%, [novo](/topic/novo) 2.87%, [germany](/topic/germany) 2.87%, [netherlands](/topic/netherlands) 2.3%, [denmark](/topic/denmark) 2.3%, [$fico](/topic/$fico) 2.3%, [fair isaac](/topic/fair-isaac) XXX% **Top accounts mentioned or mentioned by** [@bramvgenechten](/creator/undefined) [@stonkmetal](/creator/undefined) [@r2discovery](/creator/undefined) [@cristalesxrotos](/creator/undefined) [@longwalkcapital](/creator/undefined) [@marco_formica76](/creator/undefined) [@massivemoats](/creator/undefined) [@fyee0308](/creator/undefined) [@discerneded](/creator/undefined) [@cashroic](/creator/undefined) [@rhinoinsight](/creator/undefined) [@investseekers](/creator/undefined) [@shivamkashan](/creator/undefined) [@jeni25_4](/creator/undefined) [@mapleleafinvest](/creator/undefined) [@memyselfandi006](/creator/undefined) [@arthurcahuantzi](/creator/undefined) [@fiscorainvest](/creator/undefined) [@realrajdass](/creator/undefined) [@nesjamag](/creator/undefined) **Top assets mentioned** [Fair Isaac, Corp. (FICO)](/topic/$fico) [Bridge Mutual (BMI)](/topic/$bmi) [KLA Corp (KLAC)](/topic/kla-corp) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Msci Inc (MSCI)](/topic/msci-inc) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [UFP Industries, Inc. Common Stock (UFPI)](/topic/$ufpi) [Mastercard, Inc. (MA)](/topic/$ma) [PepsiCo, Inc. (PEP)](/topic/$pep) [Paychex, Inc. (PAYX)](/topic/paychex) [BlackRock Inc (BLK)](/topic/blackrock) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Metadium (META)](/topic/$meta) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [Canadian Pacific Railway (CP)](/topic/$cp) ### Top Social Posts [#](/creator/twitter::1478425805944500228/posts) --- Top posts by engagements in the last XX hours "Here's a quality compounder / dividend growth stock you've never heard of. Introducing: Badger Meter Inc. $BMI"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1716388740052975656) 2023-10-23 09:38:59 UTC 64.5K followers, 46.3K engagements "What are your thoughts on $BMI Badger Meter's long-term growth prospects"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1935332118181171611) 2025-06-18 13:41:48 UTC 64.5K followers, 11.8K engagements "Thanks to everyone who gave me their recommendation for Polish compounders. Here are the results. Dino Polska is a clear favourite"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1908573419345428636) 2025-04-05 17:32:17 UTC 64.5K followers, 8678 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)"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1947975259769958511) 2025-07-23 11:01:08 UTC 64.5K followers, 14.7K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1892167817526476931) 2025-02-19 11:02:17 UTC 64.5K followers, 23.2K engagements "@BramVGenechten Its honestly appreciated. I value your thoughts. What quality companies are you seeing in Belgian Argenx"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1936849428574347763) 2025-06-22 18:11:03 UTC 64.5K followers, XXX 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1939025089401352666) 2025-06-28 18:16:21 UTC 64.5K followers, 9021 engagements "There are over 1500 US public companies. A rare few have share prices that have grown linearly for decades. Would you be interested in a spreadsheet that has hundreds of companies with similar growth to those below Then take a look at my subscription"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1942153912888238187) 2025-07-07 09:29:10 UTC 64.5K followers, 5242 engagements "How does your portfolio compare to the average Fintwit portfolio 🔽🔽🔽 CONTEXT: I recently ask followers to share their portfolio. A couple of names came up a lot - $AMZN $GOOG $ASML - but mostly each portfolio was unique"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1944139090808467727) 2025-07-12 20:57:34 UTC 64.5K followers, 13.3K engagements "This is how you manage money: - concentrate into high quality - low turnover No one does this better in my opinion than Valley Forge Capital. They focus on businesses with: - recurring revenues - dominant market position"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1944507363202830595) 2025-07-13 21:20:57 UTC 64.5K followers, 18.5K engagements "What are the highest quality healthcare companies I own Novo Nordisk and follow IDEXX Genmab Zoetis Mettler Toledo and Sartorius SB"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1809714711942033498) 2024-07-06 22:23:04 UTC 64.5K followers, 34.6K engagements "I'm currently working on a report into German equities. What's the highest quality German company Nemetschek ATOSS Software SAP Something else"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1890695500392808821) 2025-02-15 09:31:49 UTC 64.5K followers, 26K engagements "@CristalesxRotos Agreed. What Applied Materials Lam Research ASML and many others have made possible is incredible"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1936495010083652084) 2025-06-21 18:42:43 UTC 64.5K followers, XXX 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1880700341005808029) 2025-01-18 19:34:37 UTC 64.5K followers, 16.2K engagements "Here's my 1-page summary of Fair Isaac $FICO"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1895474419407143131) 2025-02-28 14:01:32 UTC 64.5K followers, 30.8K engagements "4/ Revenue is not the only way to measure growth. Instead focus on financial productivity as a measure of the quality. Look for companies that produce high levels of cash flow and can reinvest that cash to produce even more"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1940393786829668707) 2025-07-02 12:55:04 UTC 64.5K followers, 3027 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%"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1939825558440833076) 2025-06-30 23:17:08 UTC 64.5K followers, 7790 engagements "@HolySmokas Comfort Systems USA $FIX is going ok"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1946167003980406911) 2025-07-18 11:15:46 UTC 64.5K followers, 1069 engagements "I'm currently working on a report into Austrian equities. What's the highest quality company in Austria"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1923317505218793699) 2025-05-16 10:00:01 UTC 64.5K followers, 11.4K engagements "Here's my 1-pager into the Australian SAAS company: WiseTech Global. They're currenly up XXX% over the last X years"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1897257935178490341) 2025-03-05 12:08:35 UTC 64.5K followers, 9081 engagements "I'm currently working on a report into Belgian equities. What's the highest quality company in Belgium"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1914989086206513256) 2025-04-23 10:25:51 UTC 64.5K followers, 30.4K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1727471287872745613) 2023-11-22 23:37:04 UTC 64.5K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1918908929330831733) 2025-05-04 06:01:55 UTC 64.5K followers, 22.3K engagements "Thanks to everyone who suggested high quality Belgian equities. Here's a tally of all the suggestions. Lotus Bakeries was the clear winner"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1915781785503359388) 2025-04-25 14:55:45 UTC 64.5K followers, 13.7K engagements "Looking for high quality compounders trading at low multiples Take a look at: - Cavco Industries - Mueller Industries - UFP Industries - Watts Water Technologies"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1792187007235760525) 2024-05-19 13:34:14 UTC 64.5K followers, 19.5K engagements "Im currently doing a research report into Taiwan. What quality companies would you recommend looking at"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1917560453007356181) 2025-04-30 12:43:33 UTC 64.5K followers, 5280 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 👇🏼"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1864080097709322395) 2024-12-03 22:51:42 UTC 64.5K followers, 21.8K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1885390264610537531) 2025-01-31 18:10:42 UTC 64.5K followers, 24.5K engagements "Latest research report has just dropped. Subscribe to find out more"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1943682151817318429) 2025-07-11 14:41:51 UTC 64.5K followers, 8471 engagements "@CashROIC By considering how many customers their customers have. Blackrock manages savings for 35m Americans 12m Brits over 1000 institutional clients and operates in over XXX countries"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1948034173811450189) 2025-07-23 14:55:14 UTC 64.5K followers, XXX 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1877828038462787759) 2025-01-10 21:21:07 UTC 64.5K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1945959476286165481) 2025-07-17 21:31:07 UTC 64.5K followers, 15.5K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1746854745673711900) 2024-01-15 11:20:01 UTC 64.5K followers, 88.3K engagements "UPDATED: Here's the updated list of Global Compounders. New positions in pink. What would you add Subscribe if you want all of this in a spreadsheet with data including valuation linearity and returns on capital"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1932747064032595975) 2025-06-11 10:29:43 UTC 64.5K followers, 26K engagements "I'm currently working on a report into Swiss equities. What's the highest quality company in Switzerland"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1910721795855962513) 2025-04-11 15:49:10 UTC 64.5K followers, 25.1K engagements "I'm currently working on a report into Japanese businesses. What's the highest quality company in Japan Disco Maruwa Keyence Something else"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1932008235579453950) 2025-06-09 09:33:52 UTC 64.5K followers, 19.9K engagements "UPDATED: Here's the latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1721557161015222407) 2023-11-06 15:56:26 UTC 64.5K followers, 99.8K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1622000301191331846) 2023-02-04 22:33:01 UTC 64.5K followers, 162.1K engagements "I recently published a research report into Gaztransport & Technigaz (GTT) XX% return on capital Capital-light monopoly X% FCF yield"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1944038909094101111) 2025-07-12 14:19:29 UTC 64.4K followers, 9828 engagements "Our presentation "Why We Own Them" sets out our rationale/conviction for each holding in our portfolio of global compounders"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1939669906313630140) 2025-06-30 12:58:37 UTC 64.5K followers, 32.7K engagements "Here are the current holdings and previous positions of Valley Forge Capital Management (run by Dev Kantesaria). Does anyone know of any other positions that used to be in the portfolio"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1899202628581810414) 2025-03-10 20:56:06 UTC 64.5K followers, 12.1K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1815015145296314412) 2024-07-21 13:25:06 UTC 64.5K followers, 31.7K engagements "OPINION: A companys improving business quality not its falling share price makes it a better long-term investment"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1945418558114083053) 2025-07-16 09:41:43 UTC 64.5K followers, 10.6K engagements "Heres my portfolio and watchlist side by side. What would you add Feel free to share yours. Its always good to inspire one another"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1933875285348487556) 2025-06-14 13:12:52 UTC 64.5K followers, 42K engagements "Here's my one-pager for Cadence Design Systems $CDNS What are your thoughts"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1896285282015846599) 2025-03-02 19:43:37 UTC 64.5K followers, 14.5K engagements "France has a lot of long-term compounders. Here are the companies that over the last XX years have annualised their share price growth over XX% . Which are your favourites LVMH Hermes Sartorius Stedim Biotech"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1643005977711525894) 2023-04-03 21:42:05 UTC 64.5K followers, 120.6K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1927465600768421980) 2025-05-27 20:43:04 UTC 64.5K followers, 19K engagements "5/ High financial productivity is the driver of the earnings stability cash generation and low financial leverage that typify quality companies"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1940393789425860611) 2025-07-02 12:55:04 UTC 64.5K followers, 2989 engagements "Here's my 1-page summary of Fair Isaac $FICO"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1900981351911739684) 2025-03-15 18:44:07 UTC 64.5K followers, 20K engagements "Here's a list of high quality companies with FCF yields greater than the S&P XXX earnings yield (currently 3.4%)"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1945601779904688161) 2025-07-16 21:49:46 UTC 64.5K followers, 12.7K engagements "Europe's highest quality companies What would you add Which would you remove"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1611023242403221504) 2023-01-05 15:34:07 UTC 64.5K followers, 227.9K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1868055617975603300) 2024-12-14 22:09:00 UTC 64.5K followers, 80.1K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1753734530333106391) 2024-02-03 10:57:49 UTC 64.5K followers, 76K engagements "Here's my 1-page summary of Fair Isaac $FICO"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1937192410058228083) 2025-06-23 16:53:56 UTC 64.5K followers, 14.8K engagements "What are your thoughts on $FIX Comfort Systems USA A high quality company with an attractive valuation benefiting from strong tailwinds"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1938310873992302869) 2025-06-26 18:58:19 UTC 64.5K followers, 15.7K engagements "Looking for some linear compounders to research this weekend Here's your list"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1931047626222326049) 2025-06-06 17:56:45 UTC 64.5K followers, 34.4K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1732080043906535879) 2023-12-05 16:50:37 UTC 64.5K followers, 64.8K engagements "I'm currently working on a report into French equities. What's the highest quality company in France Hermes LVMH Neurones Something else"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1902316730958901380) 2025-03-19 11:10:26 UTC 64.5K followers, 43.1K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1627047103188049920) 2023-02-18 20:47:13 UTC 64.5K followers, 195.3K engagements "Here are X companies with high and linear share price growth rates. Let me know which one is your favourite X. Arthur J. Gallagher 20yr annualised growth rate: XX% Linearity: 0.87"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1942223207496397010) 2025-07-07 14:04:32 UTC 64.5K followers, 28.3K engagements "👑The economics of luxury companies is fascinating. Here's a checklist (based on lessons learned from Hermes LVMH and others) on how to create the ultimate luxury brand. What's your favourite point For me it has to be artifical scarcity"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1943040792299475364) 2025-07-09 20:13:19 UTC 64.5K followers, 8433 engagements "Whenever I learn something in investing I try to summarise what I've learnt in a single slide. I've been doing this for years. Here I share all my favourite mental models for investing:"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1947022198784344320) 2025-07-20 19:54:00 UTC 64.5K followers, 14.1K engagements "Heres a list of companies providing payment services and innovating in the payment sector. Which is your favourite"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1941980751269912841) 2025-07-06 22:01:06 UTC 64.5K followers, 11.2K engagements "@Compound_life_ Thanks - really appreciated"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1947337917602373802) 2025-07-21 16:48:34 UTC 64.5K followers, XX engagements "Heres a breakdown of my investment methodology and the user guide for my research service. 🔗 below"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1946266588606292395) 2025-07-18 17:51:29 UTC 64.5K followers, 4442 engagements "One of my favourite funds to follow is Triple Frond Partners. They recently: Bought: ASML $ASML Meta Platforms $Meta and CCC Intelligent Solutions $CCCS Sold: Visa $V and Canadian Pacific $CP Whats your view on CCC Intelligent Solutions"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1928186112477946217) 2025-05-29 20:26:07 UTC 64.5K followers, 77.3K engagements "Here's my 1-page summary of Fair Isaac $FICO"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1916237231053820380) 2025-04-26 21:05:32 UTC 64.5K followers, 34.5K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1942940108413345877) 2025-07-09 13:33:14 UTC 64.5K followers, 20.1K engagements "I own XX stocks in my portfolio. Here's when I bought each one and here's how much the share price has gone up since I first made a purchase. Note that this is different to the portfolio's return as there have been additional buys since as the portfolio has expanded. AMAT has only recently gone green. It's been in the red for most of the XX months I've held it I kept holding as it's one of the highest quality companies I've found"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1945073869049495841) 2025-07-15 10:52:02 UTC 64.5K followers, 14.7K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1607508936076451841) 2022-12-26 22:49:31 UTC 64.5K followers, 246.8K engagements
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@long_equity Long Equity
Long Equity posts on X about asml, hermes, france, stocks 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 XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +39%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XXX -XXXX%
- X Month XXX +14%
- X Months XXX +24%
- X Year XXX +22%
Followers: XXXXXX #
- X Week XXXXXX +0.21%
- X Month XXXXXX +1.30%
- X Months XXXXXX +9.20%
- X Year XXXXXX +23%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence asml 5.75%, hermes 4.02%, france 3.45%, stocks 2.87%, novo 2.87%, germany 2.87%, netherlands 2.3%, denmark 2.3%, $fico 2.3%, fair isaac XXX%
Top accounts mentioned or mentioned by @bramvgenechten @stonkmetal @r2discovery @cristalesxrotos @longwalkcapital @marco_formica76 @massivemoats @fyee0308 @discerneded @cashroic @rhinoinsight @investseekers @shivamkashan @jeni25_4 @mapleleafinvest @memyselfandi006 @arthurcahuantzi @fiscorainvest @realrajdass @nesjamag
Top assets mentioned Fair Isaac, Corp. (FICO) Bridge Mutual (BMI) KLA Corp (KLAC) Comfort Systems USA, Inc. (FIX) Msci Inc (MSCI) Lam Research Corporation (LRCX) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) UFP Industries, Inc. Common Stock (UFPI) Mastercard, Inc. (MA) PepsiCo, Inc. (PEP) Paychex, Inc. (PAYX) BlackRock Inc (BLK) Cadence Design Systems Inc (CDNS) Metadium (META) Meta Platforms, Inc. (META) CCC Intelligent Solutions Holdings Inc. (CCCS) Canadian Pacific Railway (CP)
Top Social Posts #
Top posts by engagements in the last XX hours
"Here's a quality compounder / dividend growth stock you've never heard of. Introducing: Badger Meter Inc. $BMI"
@long_equity on X 2023-10-23 09:38:59 UTC 64.5K followers, 46.3K engagements
"What are your thoughts on $BMI Badger Meter's long-term growth prospects" @long_equity on X 2025-06-18 13:41:48 UTC 64.5K followers, 11.8K engagements
"Thanks to everyone who gave me their recommendation for Polish compounders. Here are the results. Dino Polska is a clear favourite" @long_equity on X 2025-04-05 17:32:17 UTC 64.5K followers, 8678 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)" @long_equity on X 2025-07-23 11:01:08 UTC 64.5K followers, 14.7K 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" @long_equity on X 2025-02-19 11:02:17 UTC 64.5K followers, 23.2K engagements
"@BramVGenechten Its honestly appreciated. I value your thoughts. What quality companies are you seeing in Belgian Argenx" @long_equity on X 2025-06-22 18:11:03 UTC 64.5K followers, XXX 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" @long_equity on X 2025-06-28 18:16:21 UTC 64.5K followers, 9021 engagements
"There are over 1500 US public companies. A rare few have share prices that have grown linearly for decades. Would you be interested in a spreadsheet that has hundreds of companies with similar growth to those below Then take a look at my subscription" @long_equity on X 2025-07-07 09:29:10 UTC 64.5K followers, 5242 engagements
"How does your portfolio compare to the average Fintwit portfolio 🔽🔽🔽 CONTEXT: I recently ask followers to share their portfolio. A couple of names came up a lot - $AMZN $GOOG $ASML - but mostly each portfolio was unique" @long_equity on X 2025-07-12 20:57:34 UTC 64.5K followers, 13.3K engagements
"This is how you manage money: - concentrate into high quality - low turnover No one does this better in my opinion than Valley Forge Capital. They focus on businesses with: - recurring revenues - dominant market position" @long_equity on X 2025-07-13 21:20:57 UTC 64.5K followers, 18.5K engagements
"What are the highest quality healthcare companies I own Novo Nordisk and follow IDEXX Genmab Zoetis Mettler Toledo and Sartorius SB" @long_equity on X 2024-07-06 22:23:04 UTC 64.5K followers, 34.6K engagements
"I'm currently working on a report into German equities. What's the highest quality German company Nemetschek ATOSS Software SAP Something else" @long_equity on X 2025-02-15 09:31:49 UTC 64.5K followers, 26K engagements
"@CristalesxRotos Agreed. What Applied Materials Lam Research ASML and many others have made possible is incredible" @long_equity on X 2025-06-21 18:42:43 UTC 64.5K followers, XXX 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" @long_equity on X 2025-01-18 19:34:37 UTC 64.5K followers, 16.2K engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-02-28 14:01:32 UTC 64.5K followers, 30.8K engagements
"4/ Revenue is not the only way to measure growth. Instead focus on financial productivity as a measure of the quality. Look for companies that produce high levels of cash flow and can reinvest that cash to produce even more" @long_equity on X 2025-07-02 12:55:04 UTC 64.5K followers, 3027 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%" @long_equity on X 2025-06-30 23:17:08 UTC 64.5K followers, 7790 engagements
"@HolySmokas Comfort Systems USA $FIX is going ok" @long_equity on X 2025-07-18 11:15:46 UTC 64.5K followers, 1069 engagements
"I'm currently working on a report into Austrian equities. What's the highest quality company in Austria" @long_equity on X 2025-05-16 10:00:01 UTC 64.5K followers, 11.4K engagements
"Here's my 1-pager into the Australian SAAS company: WiseTech Global. They're currenly up XXX% over the last X years" @long_equity on X 2025-03-05 12:08:35 UTC 64.5K followers, 9081 engagements
"I'm currently working on a report into Belgian equities. What's the highest quality company in Belgium" @long_equity on X 2025-04-23 10:25:51 UTC 64.5K followers, 30.4K 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" @long_equity on X 2023-11-22 23:37:04 UTC 64.5K 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" @long_equity on X 2025-05-04 06:01:55 UTC 64.5K followers, 22.3K engagements
"Thanks to everyone who suggested high quality Belgian equities. Here's a tally of all the suggestions. Lotus Bakeries was the clear winner" @long_equity on X 2025-04-25 14:55:45 UTC 64.5K followers, 13.7K engagements
"Looking for high quality compounders trading at low multiples Take a look at: - Cavco Industries - Mueller Industries - UFP Industries - Watts Water Technologies" @long_equity on X 2024-05-19 13:34:14 UTC 64.5K followers, 19.5K engagements
"Im currently doing a research report into Taiwan. What quality companies would you recommend looking at" @long_equity on X 2025-04-30 12:43:33 UTC 64.5K followers, 5280 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 👇🏼" @long_equity on X 2024-12-03 22:51:42 UTC 64.5K followers, 21.8K 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" @long_equity on X 2025-01-31 18:10:42 UTC 64.5K followers, 24.5K engagements
"Latest research report has just dropped. Subscribe to find out more" @long_equity on X 2025-07-11 14:41:51 UTC 64.5K followers, 8471 engagements
"@CashROIC By considering how many customers their customers have. Blackrock manages savings for 35m Americans 12m Brits over 1000 institutional clients and operates in over XXX countries" @long_equity on X 2025-07-23 14:55:14 UTC 64.5K followers, XXX 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" @long_equity on X 2025-01-10 21:21:07 UTC 64.5K 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" @long_equity on X 2025-07-17 21:31:07 UTC 64.5K followers, 15.5K 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" @long_equity on X 2024-01-15 11:20:01 UTC 64.5K followers, 88.3K engagements
"UPDATED: Here's the updated list of Global Compounders. New positions in pink. What would you add Subscribe if you want all of this in a spreadsheet with data including valuation linearity and returns on capital" @long_equity on X 2025-06-11 10:29:43 UTC 64.5K followers, 26K engagements
"I'm currently working on a report into Swiss equities. What's the highest quality company in Switzerland" @long_equity on X 2025-04-11 15:49:10 UTC 64.5K followers, 25.1K engagements
"I'm currently working on a report into Japanese businesses. What's the highest quality company in Japan Disco Maruwa Keyence Something else" @long_equity on X 2025-06-09 09:33:52 UTC 64.5K followers, 19.9K engagements
"UPDATED: Here's the latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing" @long_equity on X 2023-11-06 15:56:26 UTC 64.5K followers, 99.8K 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" @long_equity on X 2023-02-04 22:33:01 UTC 64.5K followers, 162.1K engagements
"I recently published a research report into Gaztransport & Technigaz (GTT) XX% return on capital Capital-light monopoly X% FCF yield" @long_equity on X 2025-07-12 14:19:29 UTC 64.4K followers, 9828 engagements
"Our presentation "Why We Own Them" sets out our rationale/conviction for each holding in our portfolio of global compounders" @long_equity on X 2025-06-30 12:58:37 UTC 64.5K followers, 32.7K engagements
"Here are the current holdings and previous positions of Valley Forge Capital Management (run by Dev Kantesaria). Does anyone know of any other positions that used to be in the portfolio" @long_equity on X 2025-03-10 20:56:06 UTC 64.5K followers, 12.1K 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" @long_equity on X 2024-07-21 13:25:06 UTC 64.5K followers, 31.7K engagements
"OPINION: A companys improving business quality not its falling share price makes it a better long-term investment" @long_equity on X 2025-07-16 09:41:43 UTC 64.5K followers, 10.6K engagements
"Heres my portfolio and watchlist side by side. What would you add Feel free to share yours. Its always good to inspire one another" @long_equity on X 2025-06-14 13:12:52 UTC 64.5K followers, 42K engagements
"Here's my one-pager for Cadence Design Systems $CDNS What are your thoughts" @long_equity on X 2025-03-02 19:43:37 UTC 64.5K followers, 14.5K engagements
"France has a lot of long-term compounders. Here are the companies that over the last XX years have annualised their share price growth over XX% . Which are your favourites LVMH Hermes Sartorius Stedim Biotech" @long_equity on X 2023-04-03 21:42:05 UTC 64.5K followers, 120.6K 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" @long_equity on X 2025-05-27 20:43:04 UTC 64.5K followers, 19K engagements
"5/ High financial productivity is the driver of the earnings stability cash generation and low financial leverage that typify quality companies" @long_equity on X 2025-07-02 12:55:04 UTC 64.5K followers, 2989 engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-03-15 18:44:07 UTC 64.5K followers, 20K engagements
"Here's a list of high quality companies with FCF yields greater than the S&P XXX earnings yield (currently 3.4%)" @long_equity on X 2025-07-16 21:49:46 UTC 64.5K followers, 12.7K engagements
"Europe's highest quality companies What would you add Which would you remove" @long_equity on X 2023-01-05 15:34:07 UTC 64.5K followers, 227.9K 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" @long_equity on X 2024-12-14 22:09:00 UTC 64.5K followers, 80.1K 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" @long_equity on X 2024-02-03 10:57:49 UTC 64.5K followers, 76K engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-06-23 16:53:56 UTC 64.5K followers, 14.8K engagements
"What are your thoughts on $FIX Comfort Systems USA A high quality company with an attractive valuation benefiting from strong tailwinds" @long_equity on X 2025-06-26 18:58:19 UTC 64.5K followers, 15.7K engagements
"Looking for some linear compounders to research this weekend Here's your list" @long_equity on X 2025-06-06 17:56:45 UTC 64.5K followers, 34.4K 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" @long_equity on X 2023-12-05 16:50:37 UTC 64.5K followers, 64.8K engagements
"I'm currently working on a report into French equities. What's the highest quality company in France Hermes LVMH Neurones Something else" @long_equity on X 2025-03-19 11:10:26 UTC 64.5K followers, 43.1K 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" @long_equity on X 2023-02-18 20:47:13 UTC 64.5K followers, 195.3K engagements
"Here are X companies with high and linear share price growth rates. Let me know which one is your favourite X. Arthur J. Gallagher 20yr annualised growth rate: XX% Linearity: 0.87" @long_equity on X 2025-07-07 14:04:32 UTC 64.5K followers, 28.3K engagements
"👑The economics of luxury companies is fascinating. Here's a checklist (based on lessons learned from Hermes LVMH and others) on how to create the ultimate luxury brand. What's your favourite point For me it has to be artifical scarcity" @long_equity on X 2025-07-09 20:13:19 UTC 64.5K followers, 8433 engagements
"Whenever I learn something in investing I try to summarise what I've learnt in a single slide. I've been doing this for years. Here I share all my favourite mental models for investing:" @long_equity on X 2025-07-20 19:54:00 UTC 64.5K followers, 14.1K engagements
"Heres a list of companies providing payment services and innovating in the payment sector. Which is your favourite" @long_equity on X 2025-07-06 22:01:06 UTC 64.5K followers, 11.2K engagements
"@Compound_life_ Thanks - really appreciated" @long_equity on X 2025-07-21 16:48:34 UTC 64.5K followers, XX engagements
"Heres a breakdown of my investment methodology and the user guide for my research service. 🔗 below" @long_equity on X 2025-07-18 17:51:29 UTC 64.5K followers, 4442 engagements
"One of my favourite funds to follow is Triple Frond Partners. They recently: Bought: ASML $ASML Meta Platforms $Meta and CCC Intelligent Solutions $CCCS Sold: Visa $V and Canadian Pacific $CP Whats your view on CCC Intelligent Solutions" @long_equity on X 2025-05-29 20:26:07 UTC 64.5K followers, 77.3K engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-04-26 21:05:32 UTC 64.5K followers, 34.5K 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" @long_equity on X 2025-07-09 13:33:14 UTC 64.5K followers, 20.1K engagements
"I own XX stocks in my portfolio. Here's when I bought each one and here's how much the share price has gone up since I first made a purchase. Note that this is different to the portfolio's return as there have been additional buys since as the portfolio has expanded. AMAT has only recently gone green. It's been in the red for most of the XX months I've held it I kept holding as it's one of the highest quality companies I've found" @long_equity on X 2025-07-15 10:52:02 UTC 64.5K followers, 14.7K 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" @long_equity on X 2022-12-26 22:49:31 UTC 64.5K followers, 246.8K engagements