[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, germany the most. They currently have XXXXXX followers and 1114 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 +50% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1478425805944500228/posts_active)  - X Months XXX -XXXX% - X Year XXX +2.30% ### Followers: XXXXXX [#](/creator/twitter::1478425805944500228/followers)  - X Week XXXXXX +0.24% - X Month XXXXXX +1.30% - X Months XXXXXX +9.30% - X Year XXXXXX +23% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1478425805944500228/influencer_rank)  ### Social Influence [#](/creator/twitter::1478425805944500228/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [asml](/topic/asml), [hermes](/topic/hermes), [france](/topic/france), [germany](/topic/germany), [stocks](/topic/stocks), [$fico](/topic/$fico), [fair isaac](/topic/fair-isaac), [italy](/topic/italy), [canadian](/topic/canadian), [netherlands](/topic/netherlands) **Top assets mentioned** [Fair Isaac, Corp. (FICO)](/topic/$fico) [UFP Industries, Inc. Common Stock (UFPI)](/topic/$ufpi) [Mueller Industries, Inc. (MLI)](/topic/$mli) [KLA Corp (KLAC)](/topic/kla-corp) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Bridge Mutual (BMI)](/topic/$bmi) [Metadium (META)](/topic/$meta) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [Canadian Pacific Railway (CP)](/topic/$cp) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Mastercard, Inc. (MA)](/topic/$ma) [PepsiCo, Inc. (PEP)](/topic/$pep) [Paychex, Inc. (PAYX)](/topic/paychex) [Lam Research Corporation (LRCX)](/topic/$lrcx) ### Top Social Posts [#](/creator/twitter::1478425805944500228/posts) --- Top posts by engagements in the last XX hours "I'm currently working on a report into Danish equities. What's the highest quality Danish company Novo Nordisk Coloplast Something else"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1897302718227849260) 2025-03-05 15:06:32 UTC 64.4K followers, 20.9K 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 64.4K followers, 3026 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 64.4K followers, 19.5K 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 64.4K followers, 25.9K 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 64.4K followers, 14.5K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1692938316851687588) 2023-08-19 16:35:22 UTC 64.4K followers, 123.7K 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 64.4K followers, 14.8K 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 64.4K followers, 64.8K engagements "@Compound_life_ Thanks - really appreciated"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1947337917602373802) 2025-07-21 16:48:34 UTC 64.4K followers, XX 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 64.4K followers, 20K 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 64.4K followers, 11.6K engagements "What's your view on Mueller Industries $MLI ✅ High FCF/share growth ✅ High return on capital ✅ Strong balance sheet ✅ COGs margin coming down ✅ No stock dilution ✅ SBC levels low ✅ Attractive FCF yield"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1851994251594211456) 2024-10-31 14:26:52 UTC 64.4K followers, 8866 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 64.4K followers, 8398 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 64.4K followers, 15.3K 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 64.4K followers, 19K 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 64.4K followers, 77.2K 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 64.4K followers, 34.5K 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 64.4K followers, 23.2K 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 64.4K followers, XXX 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 64.4K followers, 30.8K 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 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 64.4K followers, 22.3K engagements "Thanks to everyone who suggested high quality Swiss companies to research. Here are the companies that rose to the top"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1911720789763649755) 2025-04-14 09:58:48 UTC 64.4K followers, 14.7K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1746854745673711900) 2024-01-15 11:20:01 UTC 64.4K followers, 88.3K 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 "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 64.4K followers, 12.1K 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 64.4K followers, 10.5K 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 64.4K followers, 120.6K 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 64.4K followers, 227.9K 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 64.4K followers, 43.1K 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 64.4K followers, 13.7K 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 64.4K followers, 13.3K 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 64.4K followers, 7781 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 64.4K followers, 11.4K 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 64.4K followers, 21.8K 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 64.4K followers, 15.6K engagements "Mueller Industries is a high quality compounder currently trading a very cheap valuation. Anyone here own it $MLI"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1760433991956472191) 2024-02-21 22:39:05 UTC 64.4K followers, 51.4K 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 64.4K followers, 5235 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 64.4K followers, 18.4K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1706227047280836923) 2023-09-25 08:40:02 UTC 64.4K followers, 90.4K 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 64.4K followers, 13.7K 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 64.4K followers, 20K 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 64.4K followers, 11.2K 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 64.4K followers, 14.6K 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 64.4K followers, 8996 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 64.4K followers, 16.2K 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 64.4K followers, 1001 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 64.4K followers, 162.1K 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 64.4K followers, 32.7K 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 64.4K followers, 31.7K engagements "I'm currently working on a report into Canadian equities. Apart from Constellation Software () what's the highest quality Canadian company Descartes Systems TerraVest Something else"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1891816607048974553) 2025-02-18 11:46:42 UTC 64.4K followers, 35.8K engagements "UPDATED: The world's highest quality compounders - now including South Korea * Thanks to everyone who commented on my previous posts. What's missing"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1649709519780597760) 2023-04-22 09:39:34 UTC 64.4K followers, 127.5K 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 64.4K followers, 8678 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 64.4K followers, XXX 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 64.4K followers, 5279 engagements "@CJ0pp3l 🏴 England UK Cerillion and Alfa Financial Constellation Descartes Celestica Namsys CGI"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1946667612013781111) 2025-07-19 20:25:00 UTC 64.4K followers, XXX 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 64.4K followers, 42K 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 64.4K followers, 2982 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 64.4K followers, 12.6K 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 64.4K followers, 76K 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 64.4K followers, 28.3K 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 64.4K followers, 246.8K 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 64.4K followers, 34.5K 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 64.4K followers, 26K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1894042643027419381) 2025-02-24 15:12:10 UTC 64.4K followers, 24.2K engagements "The time has finally come. Im about to do a research report into Indian equities. What are Indias highest qualities companies"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1926008109253763270) 2025-05-23 20:11:31 UTC 64.4K followers, 19.5K 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 64.4K followers, 9077 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1797615995282248058) 2024-06-03 13:07:06 UTC 64.4K followers, 88.6K 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 64.4K followers, 19.9K engagements "Here are four under the radar quality compounders. - Progress Software Corp. - Cavco Industries Inc. - UFP Industries Inc. - Mueller Industries Inc. Are you invested"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1750126424361410868) 2024-01-24 12:00:30 UTC 64.4K followers, 60.5K engagements "What's your opinion on the US company: Jack Henry Here's my 1-pager"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1916797683106283885) 2025-04-28 10:12:34 UTC 64.4K followers, 10.6K 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"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1868055617975603300) 2024-12-14 22:09:00 UTC 64.4K followers, 79.8K engagements "UPDATED: Each month I upload a spreadsheet for my subscribers that's packed full of quality growth metrics for the below companies: I've recently added: Namsys Celestica OTC Markets and Invisio. What would you add to this list"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1896517476034531756) 2025-03-03 11:06:16 UTC 64.4K followers, 15.3K 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 64.4K followers, 8305 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 64.4K followers, 4290 engagements "Looking for compounding machines in Canada Here are the Canadian companies with the most linear share price growth over the last XX years"  [@long_equity](/creator/x/long_equity) on [X](/post/tweet/1613867481961213952) 2023-01-13 11:56:06 UTC 64.4K followers, 42.2K engagements
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@long_equity Long Equity
Long Equity posts on X about asml, hermes, france, germany the most. They currently have XXXXXX followers and 1114 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 +50%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Months XXX -XXXX%
- X Year XXX +2.30%
Followers: XXXXXX #
- X Week XXXXXX +0.24%
- X Month XXXXXX +1.30%
- X Months XXXXXX +9.30%
- X Year XXXXXX +23%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks countries technology brands cryptocurrencies
Social topic influence asml, hermes, france, germany, stocks, $fico, fair isaac, italy, canadian, netherlands
Top assets mentioned Fair Isaac, Corp. (FICO) UFP Industries, Inc. Common Stock (UFPI) Mueller Industries, Inc. (MLI) KLA Corp (KLAC) Comfort Systems USA, Inc. (FIX) Cadence Design Systems Inc (CDNS) Bridge Mutual (BMI) Metadium (META) Meta Platforms, Inc. (META) CCC Intelligent Solutions Holdings Inc. (CCCS) Canadian Pacific Railway (CP) Marsh & McLennan Companies, Inc. (MMC) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Mastercard, Inc. (MA) PepsiCo, Inc. (PEP) Paychex, Inc. (PAYX) Lam Research Corporation (LRCX)
Top Social Posts #
Top posts by engagements in the last XX hours
"I'm currently working on a report into Danish equities. What's the highest quality Danish company Novo Nordisk Coloplast Something else"
@long_equity on X 2025-03-05 15:06:32 UTC 64.4K followers, 20.9K 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 64.4K followers, 3026 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 64.4K followers, 19.5K 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 64.4K followers, 25.9K 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 64.4K followers, 14.5K 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" @long_equity on X 2023-08-19 16:35:22 UTC 64.4K followers, 123.7K engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-06-23 16:53:56 UTC 64.4K followers, 14.8K 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 64.4K followers, 64.8K engagements
"@Compound_life_ Thanks - really appreciated" @long_equity on X 2025-07-21 16:48:34 UTC 64.4K followers, XX 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 64.4K followers, 20K 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 64.4K followers, 11.6K engagements
"What's your view on Mueller Industries $MLI ✅ High FCF/share growth ✅ High return on capital ✅ Strong balance sheet ✅ COGs margin coming down ✅ No stock dilution ✅ SBC levels low ✅ Attractive FCF yield" @long_equity on X 2024-10-31 14:26:52 UTC 64.4K followers, 8866 engagements
"Latest research report has just dropped. Subscribe to find out more" @long_equity on X 2025-07-11 14:41:51 UTC 64.4K followers, 8398 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 64.4K followers, 15.3K 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 64.4K followers, 19K 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 64.4K followers, 77.2K engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-04-26 21:05:32 UTC 64.4K followers, 34.5K 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 64.4K followers, 23.2K 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 64.4K followers, XXX engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-02-28 14:01:32 UTC 64.4K followers, 30.8K 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 Which is your favourite on the list" @long_equity on X 2025-05-04 06:01:55 UTC 64.4K followers, 22.3K engagements
"Thanks to everyone who suggested high quality Swiss companies to research. Here are the companies that rose to the top" @long_equity on X 2025-04-14 09:58:48 UTC 64.4K followers, 14.7K 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" @long_equity on X 2024-01-15 11:20:01 UTC 64.4K followers, 88.3K 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
"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 64.4K followers, 12.1K 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 64.4K followers, 10.5K 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 64.4K followers, 120.6K 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 64.4K followers, 227.9K 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 64.4K followers, 43.1K 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 64.4K followers, 13.7K 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 64.4K followers, 13.3K 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 64.4K followers, 7781 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 64.4K followers, 11.4K 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 64.4K followers, 21.8K 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 64.4K followers, 15.6K engagements
"Mueller Industries is a high quality compounder currently trading a very cheap valuation. Anyone here own it $MLI" @long_equity on X 2024-02-21 22:39:05 UTC 64.4K followers, 51.4K 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 64.4K followers, 5235 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 64.4K followers, 18.4K 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" @long_equity on X 2023-09-25 08:40:02 UTC 64.4K followers, 90.4K 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 64.4K followers, 13.7K engagements
"Here's my 1-page summary of Fair Isaac $FICO" @long_equity on X 2025-03-15 18:44:07 UTC 64.4K followers, 20K 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 64.4K followers, 11.2K 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 64.4K followers, 14.6K 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 64.4K followers, 8996 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 64.4K followers, 16.2K engagements
"@HolySmokas Comfort Systems USA $FIX is going ok" @long_equity on X 2025-07-18 11:15:46 UTC 64.4K followers, 1001 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 64.4K followers, 162.1K 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 64.4K followers, 32.7K 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 64.4K followers, 31.7K engagements
"I'm currently working on a report into Canadian equities. Apart from Constellation Software () what's the highest quality Canadian company Descartes Systems TerraVest Something else" @long_equity on X 2025-02-18 11:46:42 UTC 64.4K followers, 35.8K engagements
"UPDATED: The world's highest quality compounders - now including South Korea * Thanks to everyone who commented on my previous posts. What's missing" @long_equity on X 2023-04-22 09:39:34 UTC 64.4K followers, 127.5K 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 64.4K followers, 8678 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 64.4K followers, XXX 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 64.4K followers, 5279 engagements
"@CJ0pp3l 🏴 England UK Cerillion and Alfa Financial Constellation Descartes Celestica Namsys CGI" @long_equity on X 2025-07-19 20:25:00 UTC 64.4K followers, XXX 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 64.4K followers, 42K 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 64.4K followers, 2982 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 64.4K followers, 12.6K 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 64.4K followers, 76K 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 64.4K followers, 28.3K 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 64.4K followers, 246.8K 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 64.4K followers, 34.5K 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 64.4K followers, 26K 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" @long_equity on X 2025-02-24 15:12:10 UTC 64.4K followers, 24.2K engagements
"The time has finally come. Im about to do a research report into Indian equities. What are Indias highest qualities companies" @long_equity on X 2025-05-23 20:11:31 UTC 64.4K followers, 19.5K 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 64.4K followers, 9077 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" @long_equity on X 2024-06-03 13:07:06 UTC 64.4K followers, 88.6K 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 64.4K followers, 19.9K engagements
"Here are four under the radar quality compounders. - Progress Software Corp. - Cavco Industries Inc. - UFP Industries Inc. - Mueller Industries Inc. Are you invested" @long_equity on X 2024-01-24 12:00:30 UTC 64.4K followers, 60.5K engagements
"What's your opinion on the US company: Jack Henry Here's my 1-pager" @long_equity on X 2025-04-28 10:12:34 UTC 64.4K followers, 10.6K 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" @long_equity on X 2024-12-14 22:09:00 UTC 64.4K followers, 79.8K engagements
"UPDATED: Each month I upload a spreadsheet for my subscribers that's packed full of quality growth metrics for the below companies: I've recently added: Namsys Celestica OTC Markets and Invisio. What would you add to this list" @long_equity on X 2025-03-03 11:06:16 UTC 64.4K followers, 15.3K 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 64.4K followers, 8305 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 64.4K followers, 4290 engagements
"Looking for compounding machines in Canada Here are the Canadian companies with the most linear share price growth over the last XX years" @long_equity on X 2023-01-13 11:56:06 UTC 64.4K followers, 42.2K engagements