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

Long Equity posts on X about list, list of, asml, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [------] -54%
- [--] Month [-------] -6.70%
- [--] Months [---------] +32%
- [--] Year [---------] +3.90%

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

- [--] Month [---] -27%
- [--] Months [---] +7.20%
- [--] Year [---] -10%

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

- [--] Week [------] +0.27%
- [--] Month [------] +1%
- [--] Months [------] +10%
- [--] Year [------] +21%

### CreatorRank: [-------] [#](/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**
[finance](/list/finance)  36.94% [stocks](/list/stocks)  31.85% [technology brands](/list/technology-brands)  19.11% [countries](/list/countries)  7.64% [cryptocurrencies](/list/cryptocurrencies)  1.91% [celebrities](/list/celebrities)  1.27% [travel destinations](/list/travel-destinations)  0.64% [exchanges](/list/exchanges)  0.64% [fashion brands](/list/fashion-brands)  0.64% [luxury brands](/list/luxury-brands)  0.64%

**Social topic influence**
[list](/topic/list) 15.29%, [list of](/topic/list-of) #864, [asml](/topic/asml) #223, [in the](/topic/in-the) 7.01%, [$ma](/topic/$ma) #183, [roc](/topic/roc) 6.37%, [model](/topic/model) 5.73%, [what are](/topic/what-are) 5.1%, [company](/topic/company) 4.46%, [sampp](/topic/sampp) 4.46%

**Top accounts mentioned or mentioned by**
[@srinivasganapa2](/creator/undefined) [@gadawgck](/creator/undefined) [@prgllz](/creator/undefined) [@invest091](/creator/undefined) [@newsreader1314](/creator/undefined) [@fiscorainvest](/creator/undefined) [@saiseiinvesting](/creator/undefined) [@ddblakefischer](/creator/undefined) [@william_r2rclub](/creator/undefined) [@reismanmordy](/creator/undefined) [@breiding3](/creator/undefined) [@marcelolima](/creator/undefined) [@mjmauboussin](/creator/undefined) [@larsohorpestad](/creator/undefined) [@ericjhonsa](/creator/undefined) [@simeonresearch_](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@julientechinvst](/creator/undefined) [@thepassivewise](/creator/undefined) [@reitbros](/creator/undefined)

**Top assets mentioned**
[Mastercard, Inc. (MA)](/topic/$ma) [KLA Corp (KLAC)](/topic/kla-corp) [Arista Networks Inc (ANET)](/topic/$anet) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta) [Intuit Inc. (INTU)](/topic/$intu) [Extra Space Storage, Inc. (EXR)](/topic/$exr) [Lam Research Corporation (LRCX)](/topic/$lrcx) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [PepsiCo, Inc. (PEP)](/topic/$pep) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Amphenol Corporation (APH)](/topic/amphenol) [Synopsys, Inc. (SNPS)](/topic/$snps) [Canadian Pacific Railway (CP)](/topic/$cp) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Boeing Co (BA)](/topic/$ba) [Carpenter Technology Corp (CRS)](/topic/$crs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What's your view on Manhattan Associates $MANH - Consistently high cash return on capital - Steady free cash flow growth - High SBC but offset with consistent buybacks - Potentially attractive valuation"  
[X Link](https://x.com/long_equity/status/2015066754007924909)  2026-01-24T14:18Z 72.2K followers, [----] 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/anyuser/status/1607508936076451841)  2022-12-26T22:49Z 72.2K followers, 247.2K engagements


"Looking for European compounders Here are the European companies with the highest 20-year CAGRs. Which do you hold"  
[X Link](https://x.com/anyuser/status/1610966985701036033)  2023-01-05T11:50Z 72.2K followers, 81.5K engagements


"Europe's highest quality companies What would you add Which would you remove"  
[X Link](https://x.com/anyuser/status/1611023242403221504)  2023-01-05T15:34Z 72.2K followers, 228K engagements


"Im always impressed with the number of quality growth stocks available in Europe: France - Sartorius - LVMH - Hermes - LOreal Denmark - Novo Nordisk Netherlands - ASML Switzerland - Nestle - Sonovo Germany - Nemetschek - SAP Italy - Diasorin - Campari Faves"  
[X Link](https://x.com/anyuser/status/1622000301191331846)  2023-02-04T22:33Z 72.2K followers, 162.6K 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/anyuser/status/1627047103188049920)  2023-02-18T20:47Z 72.2K followers, 195.5K engagements


"UPDATED: The world's highest quality compounders * Thanks to everyone who commented on my previous posts. What's missing And what shouldn't be there Let me know and I'll include in the next version"  
[X Link](https://x.com/anyuser/status/1667124033429667841)  2023-06-09T10:58Z 72.2K followers, 277.5K 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/anyuser/status/1685252538377928704)  2023-07-29T11:34Z 72.2K followers, 172.5K 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/anyuser/status/1692938316851687588)  2023-08-19T16:35Z 72.2K followers, 123.8K 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/anyuser/status/1706227047280836923)  2023-09-25T08:40Z 72.2K followers, 90.4K engagements


"Here are my current holdings - a concentrated portfolio focused on quality growth. Feel free to share your portfolios in the comments - always looking for new ideas"  
[X Link](https://x.com/anyuser/status/1753734530333106391)  2024-02-03T10:57Z 72.2K followers, 76.2K engagements


"UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing"  
[X Link](https://x.com/anyuser/status/1797615995282248058)  2024-06-03T13:07Z 72.2K followers, 88.8K engagements


"🏰 Monopolies Fair Isaac credit scores ASML EUV lithography Intuit tax preparation software DEERE & CO autonomous farming Thermo Fisher ultra-high-end mass spec instruments Illumina high-throughput DNA sequencing CoStar U.S. commercial real estate data Sherwin-Williams architectural paint distribution (U.S.) ⚔ Duopolies Visa / Mastercard credit cards Airbus / Boeing aircraft PepsiCo / Coca-Cola drinks AMD / Nvidia GPU chips Apple / Samsung smartphones Nike / Adidas sportswear Cadence / Synopsys - chip design software 🧱 Oligopolies Alphabet / Microsoft / Amazon cloud infrastructure AT&T /"  
[X Link](https://x.com/anyuser/status/1949588022686626155)  2025-07-27T21:49Z 72.2K followers, 59.8K 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/anyuser/status/1957136638275899487)  2025-08-17T17:45Z 72.2K followers, 119.8K engagements


"Here's my growing list of monopolies and duopolies. What would you add or remove Thanks"  
[X Link](https://x.com/anyuser/status/1959893184626020587)  2025-08-25T08:18Z 72.2K followers, 73.5K engagements


"One of my favourite funds to follow is Blackrocks Unconstrained Fund. Here are the top ten holdings"  
[X Link](https://x.com/anyuser/status/1962241736484212790)  2025-08-31T19:51Z 72.2K followers, 62K 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 72.2K followers, 142.2K 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/anyuser/status/1982022073917530323)  2025-10-25T09:51Z 72.2K followers, 71.2K engagements


"I recently added four new companies to my Global Compounders Database: MarketAxess PTC Goodwin and Elmos Semiconductor"  
[X Link](https://x.com/long_equity/status/2012238819853021411)  2026-01-16T19:01Z 72.2K followers, 12.2K engagements


"Carpenter Technology $CRS has shot up over 1000% over the last [--] years. B2B Sells essential specialty alloys Strong pricing power Wide barrier to entry"  
[X Link](https://x.com/long_equity/status/2016470020360958197)  2026-01-28T11:14Z 72.2K followers, [----] engagements


"A company can have a wide barrier to entry and low growth. The first relates to competition the second relates to the supply chain"  
[X Link](https://x.com/long_equity/status/2019866045377573254)  2026-02-06T20:09Z 72.2K followers, [----] engagements


"Visa Mastercard FICO and MSCI have all compounded their free cash flow per share by 20%+ over the last [--] years. But it's not just the anti-fragile fintechs that have achieved this so has the storage company Extra Space Storage $EXR. Which on the list do you own"  
[X Link](https://x.com/long_equity/status/2020995880573358178)  2026-02-09T22:59Z 72.2K followers, 21.3K engagements


"@gadawgck @Breiding3 Happy to. I sold early November. https://x.com/long_equity/status/1994712318593073191s=46&t=7iU6aj8X8_zHGUjE3r8K6w NOVEMBER [----] 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 = 40% 5yr FCF/share CAGR = 27% Only [--] of the [--] positions have been held for [--] https://t.co/43v1gLzCZM https://x.com/long_equity/status/1994712318593073191s=46&t=7iU6aj8X8_zHGUjE3r8K6w NOVEMBER [----] Factsheet OUT: Arista Networks and Constellation Software IN: Lam"  
[X Link](https://x.com/long_equity/status/2021357197008175376)  2026-02-10T22:54Z 72.2K followers, [---] engagements


"Looking for compounding machines in Canada Here are the Canadian companies with the most linear share price growth over the last [--] years"  
[X Link](https://x.com/long_equity/status/1613867481961213952)  2023-01-13T11:56Z 72.1K followers, 42.3K 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 15% for 10+ years. There are some relatively unknown and yet still quality names on the list like Manhattan Associates Data#3 and Nick Scali Which do you hold"  
[X Link](https://x.com/long_equity/status/1727471287872745613)  2023-11-22T23:37Z 72.1K followers, 89K engagements


"I scored the constituents of the MSCI World index based on [--] metrics for quality and growth. Here's how they rank. Hermes ranks like it's a software company. I'll need to dig into HMS Networks Aristocrat Leisure Nick Scali Vitec Software Hansen Tech and Richie Bros. * Green highlight + bold means it's in my portfolio. Green highlight means it's on my watchlist"  
[X Link](https://x.com/long_equity/status/1732080043906535879)  2023-12-05T16:50Z 72.1K followers, 66.1K engagements


"Here are the Japanese companies currently featuring in MSCI's World Quality index. Which Japanese companies are you bullish on I'm currently researching: Tokyo Electron Advantest Lasertec Disco Corp Maruwa (not on the MSCI list)"  
[X Link](https://x.com/long_equity/status/1780597812369170571)  2024-04-17T14:02Z 72K followers, 17.4K engagements


"Heres the current portfolio. In the last [--] months I have: Bought Fortinet KLA Corp Sold Alphabet ASML"  
[X Link](https://x.com/long_equity/status/1846568049245028679)  2024-10-16T15:05Z 72K followers, 37.6K 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 72K followers, 22K engagements


"Ive recently updated my Global Compounders Database. You can gain access to a spreadsheet containing [--] quality growth metrics through my subscriptions (link in bio). Ive recently added - Salesforce - WW Grainger - Interactive Brokers What would you add or subtract"  
[X Link](https://x.com/long_equity/status/1877828038462787759)  2025-01-10T21:21Z 72.1K followers, 22K engagements


"UPDATED: Here's the latest list of Global Compounders. New names include: Maruwa Fabrinet Neurones and WW Grainger. What would you add Want this in a spreadsheet with FCF returns on capital and valuations Check out the link below"  
[X Link](https://x.com/long_equity/status/1885390264610537531)  2025-01-31T18:10Z 72.1K followers, 24.8K engagements


"I'm currently working on a report into German equities. What's the highest quality German company Nemetschek ATOSS Software SAP Something else"  
[X Link](https://x.com/long_equity/status/1890695500392808821)  2025-02-15T09:31Z 72K followers, 26.1K 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"  
[X Link](https://x.com/long_equity/status/1891816607048974553)  2025-02-18T11:46Z 72.1K followers, 36.4K 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 72.2K followers, 23.6K engagements


"I'm currently working on a report into New Zealand equities. What's the highest quality company in New Zealand Infratil Fisher & Paykel Heathcare Something else"  
[X Link](https://x.com/long_equity/status/1900501998966882642)  2025-03-14T10:59Z 72.1K followers, 17K engagements


"I'm currently working on a report into Italian equities. What's the highest quality company in the Italian Amplifon Diasorin Recordati Reply Sol"  
[X Link](https://x.com/long_equity/status/1904670195483897954)  2025-03-25T23:02Z 72K followers, 25.7K 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 72.1K 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 72.1K followers, 19.1K engagements


"Looking for some linear compounders to research this weekend Here's your list"  
[X Link](https://x.com/long_equity/status/1931047626222326049)  2025-06-06T17:56Z 72.2K followers, 34.9K engagements


"Here's my two page summary into Lam Research $LRCX I personally prefer Applied Materials and KLA Corp in this space but closely follow and admire both Lam and ASML. What are your thoughts on Lam"  
[X Link](https://x.com/long_equity/status/1939025089401352666)  2025-06-28T18:16Z 72K followers, [----] engagements


"June's factsheet Still no change to the portfolio Top performers: KLA Corp and Applied Materials Weighted FCF ROC = 32% FCF CAGR = 24% FCF yield = 2.69%"  
[X Link](https://x.com/long_equity/status/1939825558440833076)  2025-06-30T23:17Z 72K followers, [----] 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 https://twitter.com/i/web/status/1945959476286165481 https://twitter.com/i/web/status/1945959476286165481"  
[X Link](https://x.com/long_equity/status/1945959476286165481)  2025-07-17T21:31Z 72.1K followers, 17.9K 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). https://twitter.com/i/web/status/1947975259769958511 https://twitter.com/i/web/status/1947975259769958511"  
[X Link](https://x.com/long_equity/status/1947975259769958511)  2025-07-23T11:01Z 72K followers, 17K 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. https://twitter.com/i/web/status/1950846385990832561 https://twitter.com/i/web/status/1950846385990832561"  
[X Link](https://x.com/long_equity/status/1950846385990832561)  2025-07-31T09:09Z 72.1K 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 72.1K followers, 38.8K engagements


"Looking for some compounders to research this weekend Here's a list of S&P [---] companies with high share price growth and linearity over both [--] and [--] years. Which stand out to you I personally own Cadence and KLA Corp from this list"  
[X Link](https://x.com/long_equity/status/1958910391578235161)  2025-08-22T15:13Z 72.1K followers, 17.8K engagements


"Sterling Infrastructure $STRL is a rapid growth US mid-cap. What are your thoughts"  
[X Link](https://x.com/long_equity/status/1962621618301108625)  2025-09-01T21:00Z 72.1K followers, 29.7K 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 72.1K followers, [----] engagements


"Here's how the companies in my portfolio compare to the S&P [---] over the last [--] years Top holdings: Cadence $CDNS - [--] yrs of outperformance NVIDIA $NVDA - [--] yrs Fair Isaac $FICO - [--] yrs Arista $ANET - [--] yrs KLA $KLAC - [--] yrs No one company outperformed in every year. NVIDIA has the highest growth but also the highest volatility. https://twitter.com/i/web/status/1964339425590333465 https://twitter.com/i/web/status/1964339425590333465"  
[X Link](https://x.com/long_equity/status/1964339425590333465)  2025-09-06T14:46Z 72.1K followers, 19.1K engagements


"One of my favourite funds to follow is Blackrocks Unconstrained Fund. Here are the top ten holdings"  
[X Link](https://x.com/long_equity/status/1968919298958668106)  2025-09-19T06:05Z 72K followers, 39.4K engagements


"What are your thoughts on Parker-Hannifin - Up 11709% since IPO - [--] years of dividend increases - FCF/share grows on average by 15% pa"  
[X Link](https://x.com/long_equity/status/1974076031524089923)  2025-10-03T11:36Z 72.1K followers, 25.9K engagements


"Here's my portfolio and some of the companies on my watchlist. I've underlined my favourites from the watchlist. What would you add or subtract"  
[X Link](https://x.com/long_equity/status/1981011955436736814)  2025-10-22T14:57Z 72.1K followers, 16.3K 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 72.2K followers, [----] engagements


"Here are six companies from the S&P [---] with linear share price growth over the last [--] years. Which do you own or follow"  
[X Link](https://x.com/long_equity/status/1993685554404229247)  2025-11-26T14:17Z 72K followers, 15.2K engagements


"Here's a list of US companies that have maintained their return on capital above 10% for the last [--] years and have also compounded their invested capital"  
[X Link](https://x.com/long_equity/status/1999212971432521732)  2025-12-11T20:21Z 72.2K followers, 25.8K engagements


"I publish one in-depth research note each month for my subscribers on a high-quality growth company. Coverage so far includes Arista Networks MSCI KLA Lam Research Jack Henry Parker-Hannifin and more. Who should I do next"  
[X Link](https://x.com/long_equity/status/1999885512903979411)  2025-12-13T16:53Z 72.1K followers, [----] engagements


"Heres a list of high quality financial market infrastructure companies. What would you add MasterCard Visa American Express Adyen Block Wordline Global Payments Fiserv PayPal FICO Experian Equifax Transunion S&P Global Moodys Morningstar Factset MSCI Nasdaq ICE LSEG Euronext Cboe CMC MarketAxess Deutsche Boerse HKEX Jack Henry Broadridge Verisk FIS Temenos SS&C Blackrock Brookfield KKR https://twitter.com/i/web/status/1999890786960244902 https://twitter.com/i/web/status/1999890786960244902"  
[X Link](https://x.com/long_equity/status/1999890786960244902)  2025-12-13T17:14Z 72.2K followers, 21.6K engagements


"What's the highest quality non-US company Here's potentially some of them"  
[X Link](https://x.com/long_equity/status/2003474577029321108)  2025-12-23T14:35Z 72.2K followers, 11.2K engagements


"I recently added Belgiums healthcare company UCB to the Global Compounders Database. What would you add or subtract from this list"  
[X Link](https://x.com/long_equity/status/2004624851533996511)  2025-12-26T18:46Z 72.2K followers, 11.8K engagements


"Are quality growth companies over-valued I maintain a watchlist of [--] quality growth companies. Currently the average FCF yield is 3.2%. Pro Medicus has the lowest yield at 0.5% and Qualcomm has the highest yield at 6.6%"  
[X Link](https://x.com/long_equity/status/2005321397812551894)  2025-12-28T16:54Z 72.2K followers, 14.2K engagements


"I also factor in growth. Qualcomm is the cheapest: 25% growth * 6.6% yield = [---] Pro Medicus is the most expensive: 29% growth * 0.5% yield = [--] I also look at it from the other angle and estimate what the market is pricing in. At a 0.5% yield I estimate that the market is pricing in 47% growth for Pro Medicus. https://twitter.com/i/web/status/2005328107356443006 https://twitter.com/i/web/status/2005328107356443006"  
[X Link](https://x.com/long_equity/status/2005328107356443006)  2025-12-28T17:20Z 72.1K followers, [----] engagements


"The events of the last few days have made KLA Corp and Lam Research my second and third largest positions. It's my view that semiconductor manufacturing equipment remains ones of the least volatile ways to get exposure to the often highly cylical semiconductor industry"  
[X Link](https://x.com/long_equity/status/2008586473105486121)  2026-01-06T17:08Z 72.2K followers, [----] engagements


"Lam Research is up 35% since I first entered in [--] months ago. Positions in green have been held less than [--] year"  
[X Link](https://x.com/long_equity/status/2009725815752184150)  2026-01-09T20:35Z 72.1K followers, 10.9K engagements


"Visa Mastercard FICO and MSCI have all compounded their free cash flow per share by 20%+ over the last [--] years. But it's not just the anti-fragile fintechs that have achieved this so has the storage company Extra Space Storage $EXR. Which on the list do you own"  
[X Link](https://x.com/long_equity/status/2014038019293011999)  2026-01-21T18:10Z 72.1K followers, 28.4K engagements


"@MarceloLima Interesting take. I see possibly 15% FCF growth (or more) at a 3% FCF yield"  
[X Link](https://x.com/long_equity/status/2015068195112050797)  2026-01-24T14:24Z 72.1K followers, [---] engagements


"Visa Mastercard FICO and MSCI have all compounded their free cash flow per share by 20%+ over the last [--] years. But it's not just the anti-fragile fintechs that have achieved this so has the storage company Extra Space Storage $EXR. Which on the list do you own"  
[X Link](https://x.com/long_equity/status/2015926854859837788)  2026-01-26T23:16Z 72.1K followers, 18.7K engagements


"In the last [--] months Comfort Systems USA has gone up 187%. Return on capital = 35% 5yr FCF per share CAGR = 47% 5yr Share count = -4% Would you invest"  
[X Link](https://x.com/long_equity/status/2016278032512647368)  2026-01-27T22:31Z 72.1K followers, [----] engagements


"The global semiconductor supply chain is built on a handful of "unblockable" monopolies. My infographic attempts to map out the bottlenecks in the supply chain. Where do you invest I personally own Cadence Applied Lam and KLA"  
[X Link](https://x.com/long_equity/status/2017255286508020099)  2026-01-30T15:15Z 72.2K followers, 17.5K engagements


"@PRGllz ARM sits at the top. It licenses the CPU architecture and cores before any design tools or manufacturing begin. Synopsys/Cadence turn ARM IP into layouts and only then do ASML Applied Lam TEL and KLA take over to physically build the chip"  
[X Link](https://x.com/long_equity/status/2017258578428457142)  2026-01-30T15:28Z 72.1K followers, [---] engagements


"LATEST FACTSHEET: JANUARY [----] YTD: 3.3% Cash Return on Capital = 40% 5yr FCF per share CAGR = 26% The portfolio continues to be optimised for: (i) consistently high free cash flow per share growth rate (ii) consistently high return on capital and (iii) pricing power"  
[X Link](https://x.com/long_equity/status/2017432654111772894)  2026-01-31T03:00Z 72.1K followers, [----] engagements


"Will the manufacturers of sugary treats be disrupted by AI"  
[X Link](https://x.com/long_equity/status/2018991282522386597)  2026-02-04T10:13Z 72.1K followers, 10.6K engagements


"UPDATED: The world's highest quality compounders - now including South Korea * Thanks to everyone who commented on my previous posts. What's missing"  
[X Link](https://x.com/long_equity/status/1649709519780597760)  2023-04-22T09:39Z 72.2K followers, 127.7K 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"  
[X Link](https://x.com/long_equity/status/1896517476034531756)  2025-03-03T11:06Z 72.2K followers, 15.5K 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 https://twitter.com/i/web/status/1993791370621014450 https://twitter.com/i/web/status/1993791370621014450"  
[X Link](https://x.com/long_equity/status/1993791370621014450)  2025-11-26T21:18Z 72.2K followers, 32.5K engagements


"Great to see the strong growth reported by Fair Isaac $FICO alongside the modest growth reported by Lam Research $LRCX"  
[X Link](https://x.com/long_equity/status/2016650818062094790)  2026-01-28T23:13Z 72.2K followers, [----] 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 72.2K followers, [----] 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/2015122940975575372)  2026-01-24T18:02Z 72.2K followers, 21K engagements


"I'm currently working on a report into French equities. What's the highest quality company in France Hermes LVMH Neurones Something else"  
[X Link](https://x.com/long_equity/status/1902316730958901380)  2025-03-19T11:10Z 72.2K followers, 43.2K engagements


"Sometimes compounders stop compounding. What lesson do you take away from this"  
[X Link](https://x.com/anyuser/status/1989627876799389719)  2025-11-15T09:33Z 72.2K followers, 891.2K 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/anyuser/status/1996714295372271830)  2025-12-04T22:52Z 72.2K followers, 25K engagements


"One of the most linear share price growers right now according to my Global Compounders Database. Waste Connections $WCN https://twitter.com/i/web/status/2005727520860037290 https://twitter.com/i/web/status/2005727520860037290"  
[X Link](https://x.com/long_equity/status/2005727520860037290)  2025-12-29T19:48Z 72.2K followers, 26.1K engagements


"LAUNCHED: Ive just released my new stock screener. It features quality growth metrics valuations and share price linearity. It covers [--] countries"  
[X Link](https://x.com/long_equity/status/2013238776068202746)  2026-01-19T13:15Z 72.2K followers, [----] engagements


"What do Amphenol Comfort Systems and KLA all have in common They have all outperformed the S&P [---] in [--] of the last [--] years. So that's not [--] years overall. Each individual year they've been consistently outperforming"  
[X Link](https://x.com/long_equity/status/2017218642476171599)  2026-01-30T12:49Z 72.2K followers, 10.4K engagements


"Amphenol is up over 100000% since 1991"  
[X Link](https://x.com/long_equity/status/2017726477865717911)  2026-01-31T22:27Z 72.2K followers, 10.5K engagements


"Here's my framework for understanding recurring revenue pricing power and barriers to entry"  
[X Link](https://x.com/long_equity/status/2018083771086451195)  2026-02-01T22:07Z 72.2K followers, 16K engagements


"Looking for strong pricing power and high FCF yields Then here you go:"  
[X Link](https://x.com/long_equity/status/2018988526306480596)  2026-02-04T10:02Z 72.2K followers, [----] engagements


"NOVEMBER [----] 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 = 40% 5yr FCF/share CAGR = 27% Only [--] of the [--] positions have been held for [--] months. https://twitter.com/i/web/status/1994712318593073191 https://twitter.com/i/web/status/1994712318593073191"  
[X Link](https://x.com/long_equity/status/1994712318593073191)  2025-11-29T10:17Z 72.2K followers, 19.1K engagements


"I'm currently working on a shre price linearity screener and came across Service Corporation International $SCI"  
[X Link](https://x.com/long_equity/status/2018305101958467584)  2026-02-02T12:46Z 72.2K followers, [----] engagements


"The global semiconductor supply chain is built on a handful of "unblockable" monopolies. My infographic attempts to map out the bottlenecks in the supply chain. Whats currently the best investment opportunity in the sector"  
[X Link](https://x.com/long_equity/status/2021653343291199902)  2026-02-11T18:31Z 72.2K followers, 28.4K engagements


"The only [--] ratios that matter in investing: [--]. FCF / Invested capital [--]. FCF / Historic FCF [--]. FCF / Revenue [--]. FCF / Market capitalisation If you had to add one what would it be"  
[X Link](https://x.com/anyuser/status/1573773526905004033)  2022-09-24T20:37Z 72.2K followers, [---] engagements


"This is the mental model I use when analysing a companys quality and valuation"  
[X Link](https://x.com/anyuser/status/1582991244182945792)  2022-10-20T07:04Z 72.2K followers, [---] engagements


"This is the mental model I use when analysing a companys quality and valuation"  
[X Link](https://x.com/anyuser/status/1599542275939348480)  2022-12-04T23:12Z 72.2K followers, [----] engagements


"These two books have shaped my investment strategy more than anything else: [--]. Applied Corporate Finance - Aswath Damodaran [--]. Accounting For Growth - Terry Smith Both are worth deep dives into"  
[X Link](https://x.com/anyuser/status/1604494361584013312)  2022-12-18T15:10Z 72.2K followers, 60.7K engagements


"Looking for long-term compounders Here are the US companies with the highest 30-year CAGR. As much as I like compounding I have to admit I own none of these. Which do you hold"  
[X Link](https://x.com/anyuser/status/1606235170423672834)  2022-12-23T10:28Z 72.2K followers, 101K engagements


"The only [--] ratios that matter in investing: [--]. FCF / Invested capital [--]. FCF / Historic FCF [--]. FCF / Revenue [--]. FCF / Market capitalisation If you had to add one what would it be"  
[X Link](https://x.com/anyuser/status/1608954970375847937)  2022-12-30T22:35Z 72.2K followers, 149.2K engagements


"The world's highest quality compounders What would you add Which would you remove * Thanks to everyone who commented on my previous post. I listened ** This relates to quality of business model not valuation"  
[X Link](https://x.com/anyuser/status/1611341649589993473)  2023-01-06T12:39Z 72.2K followers, 152.1K engagements


"DUOPOLIES make great investments. My favourites are: - S&P Global and Moodys - Visa and Mastercard - LOreal and Este Lauder - Coke and Pepsi - Fisher & Paykel and Resmed - Cadence and Synopsys - ADP and Paychex - IDEXX and Zoetis What are yours 👇🏼 Heres what Captain America taught me about investing and how its shaped my portfolio. 👇🏼 🧵 1/6 https://t.co/k67qyhY0lM Heres what Captain America taught me about investing and how its shaped my portfolio. 👇🏼 🧵 1/6 https://t.co/k67qyhY0lM"  
[X Link](https://x.com/anyuser/status/1612580755787366401)  2023-01-09T22:43Z 72.2K followers, 176.3K engagements


"Bill Gates has the largest concentrated portfolio (25 positions)"  
[X Link](https://x.com/anyuser/status/1613187169580994560)  2023-01-11T14:52Z 72.2K followers, 232.6K engagements


"UPDATED: The world's highest quality compounders * Thanks to everyone who commented on my previous post. This version reflects your suggestions"  
[X Link](https://x.com/anyuser/status/1614375046729826304)  2023-01-14T21:32Z 72.2K followers, 156K engagements


"WIDE MOAT companies with network effects (the hardest moat to reproduce): Adobe Autodesk Dassault Systemes Expeditors Fastenal Intercontinental Exchange Mastercard Meta Microsoft Salesforce Visa Which do you own"  
[X Link](https://x.com/anyuser/status/1619779546315907072)  2023-01-29T19:28Z 72.2K followers, 120.8K engagements


"Coming soon"  
[X Link](https://x.com/anyuser/status/1619789428888854529)  2023-01-29T20:07Z 72.2K followers, 94.2K engagements


"My book - "The Intelligent Quality Investor" - is out now. If you like FCF per share growth linearity and returns on capital then this book might be for you Available here: https://www.amzn.com/dp/B0BT7DZT82/ https://www.amzn.com/dp/B0BT7DZT82/"  
[X Link](https://x.com/anyuser/status/1620752678853939201)  2023-02-01T11:55Z 72.2K followers, 181.6K engagements


"Bill Gates has the largest concentrated portfolio (25 positions)"  
[X Link](https://x.com/anyuser/status/1624373701738201088)  2023-02-11T11:44Z 72.2K followers, 206.2K engagements


"Since inception Morgan Stanley's Global Brands Fund has outperformed the S&P [---]. Here are its holdings:"  
[X Link](https://x.com/anyuser/status/1630157259253612545)  2023-02-27T10:45Z 72.2K followers, 148K engagements


"France has a lot of long-term compounders. Here are the companies that over the last [--] years have annualised their share price growth over 13% . Which are your favourites LVMH Hermes Sartorius Stedim Biotech"  
[X Link](https://x.com/anyuser/status/1630961374338719747)  2023-03-01T16:01Z 72.2K followers, 95.6K engagements


"Here's my 1-page summary of the semiconductor ecosystem Covering: - design software $CDNS $SNPS - equipment $ASML $LRCX $KLAC - designers $NVDIA $AMD - manufacters $TSMC $TXN $MU Which part of the supply chain do you invest in"  
[X Link](https://x.com/anyuser/status/1631420956647333890)  2023-03-02T22:27Z 72.2K followers, 82.8K engagements


"UPDATED: The world's highest quality compounders - the best companies from all the main markets. * Thanks to everyone who commented on my previous posts. This version reflects suggestions. Which South Korean companies should I add to the list"  
[X Link](https://x.com/anyuser/status/1634583460374257672)  2023-03-11T15:54Z 72.2K followers, 89.6K engagements


"The only [--] ratios that matter in investing: [--]. FCF / Invested capital [--]. FCF / Historic FCF [--]. FCF / Revenue [--]. FCF / Market capitalisation If you had to add one what would it be"  
[X Link](https://x.com/anyuser/status/1635001055514865664)  2023-03-12T19:33Z 72.2K followers, 79K engagements


"This is the mental model I use when analysing a companys quality and valuation"  
[X Link](https://x.com/anyuser/status/1635702828575358980)  2023-03-14T18:01Z 72.2K followers, 47K engagements


"These two books have shaped my investment strategy more than anything else: [--]. Applied Corporate Finance - Aswath Damodaran [--]. Accounting For Growth - Terry Smith Both are worth deep dives into"  
[X Link](https://x.com/anyuser/status/1637201727119130624)  2023-03-18T21:18Z 72.2K followers, 100.7K engagements


"Im always impressed with the number of quality growth stocks in Europe: France - LVMH - Hermes - LOreal Denmark - Novo Nordisk Netherlands - ASML Sweden - Atlas Copco Switzerland - Sonovo Germany - Nemetschek Italy - Diasorin UK - Spirax Sarco Faves"  
[X Link](https://x.com/anyuser/status/1638301611515695110)  2023-03-21T22:08Z 72.2K followers, 212K engagements


"This is the mental model I use when analysing a companys quality and valuation"  
[X Link](https://x.com/anyuser/status/1642620339267031041)  2023-04-02T20:09Z 72.2K followers, 65.1K engagements


"Here's my portfolio - arranged by FCF growth rates"  
[X Link](https://x.com/anyuser/status/1651967511494107136)  2023-04-28T15:12Z 72.2K followers, 102.4K engagements


"The valuations of my portfolio:"  
[X Link](https://x.com/anyuser/status/1652279895647559680)  2023-04-29T11:53Z 72.2K followers, 107.4K engagements


"Since [----] the S&P [---] grew 10% per year. Only [---] companies in the S&P [---] beat the S&P [---] over this period. 20% - [--] companies 30% - [--] companies 40% - [--] companies 50% - NVIDIA LESSON: If you want 30% returns. you need to be concentrated and a good stockpicker"  
[X Link](https://x.com/anyuser/status/1662573997878288385)  2023-05-27T21:38Z 72.2K followers, 108.7K engagements


"Portfolio as of end of May [----]. YTD: 14.3% New position: Synopsys $SNPS Link: https://longeq.com/wp-content/uploads/2023/06/Long-Equity-May-2023.pdf https://longeq.com/wp-content/uploads/2023/06/Long-Equity-May-2023.pdf"  
[X Link](https://x.com/anyuser/status/1664325368495341568)  2023-06-01T17:37Z 72.2K followers, 132.5K engagements


"UPDATED: Thanks to everyone who commented today. As promised here's the updated version for June [----]. And yes now containing Tractor Supply There have been calls to include Norway - please provide examples for the next edition Thanks everyone UPDATED: The world's highest quality compounders * Thanks to everyone who commented on my previous posts. What's missing And what shouldn't be there Let me know and I'll include in the next version. https://t.co/2eOzys5s6Q UPDATED: The world's highest quality compounders * Thanks to everyone who commented on my previous posts. What's missing And what"  
[X Link](https://x.com/anyuser/status/1667296877123862532)  2023-06-09T22:25Z 72.2K followers, 162.3K engagements


"Several years ago I was asked in a job interview for a hedge fund the following question: "what influences share prices" I've spent many years reflecting on this question. Here's my mental model reflecting how I think about it today:"  
[X Link](https://x.com/anyuser/status/1673325453484994562)  2023-06-26T13:40Z 72.2K followers, 99.3K engagements


"These five videos are an absolute masterclass for investors. [--]. Aswath Damodaran - Corporate Finance class This covers everything you need to know about how a company should manage its money. Essential listening. https://m.youtube.com/playlistlist=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_ https://m.youtube.com/playlistlist=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_"  
[X Link](https://x.com/anyuser/status/1675263483091222529)  2023-07-01T22:01Z 72.2K followers, 283.4K engagements


"Looking for high quality non-US companies Here's a list of the top [--] non-US companies from the MSCI Quality Index"  
[X Link](https://x.com/anyuser/status/1678376094477570048)  2023-07-10T12:10Z 72.2K followers, 76.1K engagements


"These five videos are an absolute masterclass for investors. [--]. Aswath Damodaran - Corporate Finance class This covers everything you need to know about how a company should manage its money. Essential listening. https://www.youtube.com/playlistapp=desktop&list=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_ https://www.youtube.com/playlistapp=desktop&list=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_"  
[X Link](https://x.com/anyuser/status/1686697866260025344)  2023-08-02T11:18Z 72.2K followers, 188.9K engagements


"The semiconductor supply chain is probably the most globally complex of all supply chains. Filled with niches run by multiple monopolies/duopolies with multiple layers of value being added and all spanning multiple continents. Which part do you invest in"  
[X Link](https://x.com/anyuser/status/1690646438680600576)  2023-08-13T08:48Z 72.2K followers, 109.2K engagements


"A mental model for understanding why high returns on capital and high growth are both required. High ROC + High Growth = Compounding High ROC + Low Growth = Low reinvestment opportunities and a high dividend Low ROC + High Growth = An expanding and unproductive balance sheet"  
[X Link](https://x.com/anyuser/status/1695099582961578488)  2023-08-25T15:43Z 72.2K followers, 64K engagements


"These five videos are an absolute masterclass for investors. [--]. Aswath Damodaran - Corporate Finance This covers everything you need to know about how a company should manage its money. Essential listening. https://www.youtube.com/playlistapp=desktop&list=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_ https://www.youtube.com/playlistapp=desktop&list=PLUkh9m2BorqnDenjSLZ2DHIXrdxoN4Bn_"  
[X Link](https://x.com/anyuser/status/1695718421596442638)  2023-08-27T08:42Z 72.2K followers, 330.1K engagements


"What beats the S&P [---] According to the S&P itself its quality and growth at a reasonable price"  
[X Link](https://x.com/anyuser/status/1710910320066109941)  2023-10-08T06:49Z 72.2K followers, 134.3K engagements


"UPDATED: Here's the latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing"  
[X Link](https://x.com/anyuser/status/1721557161015222407)  2023-11-06T15:56Z 72.2K followers, 99.9K engagements


"Heres my investment philosophy summarised in a single slide"  
[X Link](https://x.com/anyuser/status/1724847148733284567)  2023-11-15T17:49Z 72.2K followers, 107.3K engagements


"The S&P [---] had an annualised total return of 16.6% from [----] - [----]. Of that 16.6% [---] percentage points came from EPS growth while [---] came from multiple expansion. Again demonstrating the importance of growth at a reasonable price with a slight emphasis of growth value"  
[X Link](https://x.com/anyuser/status/1725521855778345419)  2023-11-17T14:30Z 72.2K followers, 164.3K engagements


"Michael J. Mauboussin's paper "Total Shareholder Return" is a must read for quality growth investors. In particular I appreciate how he clearly sets out the multiple drivers of shareholder return. In short share price appreciation is driven by EPS (or FCF) growth and multiple extraction (or contraction). Focus on companies growing sales expanding their margins and trading at fair valuations. What are your favourites meeting these criteria Here's the link: CC: @mjmauboussin https://www.morganstanley.com/im/publication/insights/articles/article_totalshareholderreturns.pdf"  
[X Link](https://x.com/anyuser/status/1727318240722911311)  2023-11-22T13:28Z 72.2K followers, 112.1K engagements


"My investment philosophy summarised in a single slide. This reflects 1000s of hours of research into outperformance"  
[X Link](https://x.com/anyuser/status/1733529472417018182)  2023-12-09T16:50Z 72.2K followers, 64.8K engagements


"Of the [---] companies in the S&P [---] over the last [--] years only: [---] companies beat the S&P [---] [--] companies grew by more than 20% pa [--] companies grew by more than 30% pa [--] companies grew by more than 40% pa NVIDIA grew by more than 60% pa What are the lessons here"  
[X Link](https://x.com/anyuser/status/1735990033570484440)  2023-12-16T11:47Z 72.2K followers, 87.2K engagements


"I scored the S&P [---] based on [--] metrics for quality and growth. Here's how they rank. And here are the thresholds: 5yr FCF CAGR: 15% 5yr FCF RSq: [----] 5yr FCF margin expansion: 0% FCF ROC: 15% 5yr min. FCF ROC: 15% Current ROC - 5yr min ROC: 0% Capex / OCF: 10% SBC / OCF: 10% 5yr change in share count: 0% Interest expense / Op. profit: 5%"  
[X Link](https://x.com/anyuser/status/1743713350691807517)  2024-01-06T19:17Z 72.2K followers, 78.7K engagements


"UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing Recent adds: Meta Qualys Interpump Tencent Pro Medicus Xero Recent removals: Teleperformance"  
[X Link](https://x.com/anyuser/status/1746854745673711900)  2024-01-15T11:20Z 72.2K followers, 89.1K engagements


"Visas share price and free cash flow per share. Where growth goes share price follows"  
[X Link](https://x.com/anyuser/status/1748839870166925681)  2024-01-20T22:48Z 72.2K followers, 70K engagements


"Portfolio at the end of January. New position: Fortinet $FTNT January performance: 7.8% 5yr FCF per share CAGR = 20% FCF ROC = 32% FCF Margin = 34% FCF Yield = 3.21% https://longeq.com/wp-content/uploads/2024/01/Long-Equity-January-2024.pdf https://longeq.com/wp-content/uploads/2024/01/Long-Equity-January-2024.pdf"  
[X Link](https://x.com/anyuser/status/1752830855087858059)  2024-01-31T23:06Z 72.2K followers, 44.9K engagements


"Heres a list of my favourite books on investing. [--]. Applied Corporate Finance - Aswath Damodaran"  
[X Link](https://x.com/anyuser/status/1773270961615221237)  2024-03-28T08:48Z 72.2K followers, 154.2K engagements


"Portfolio at the end of March [----]. March performance: 2.1% YTD performance: 17.8% FCF ROC = 35% FCF per share CAGR (5yr) = 22% FCF linearity (5yr) = [----] FCF Margin Expansion (5yr) = 4% FCF Yield = 2.80% Interest expense = 6% of operating profit Change in share count (5yr) = -9% https://longeq.com/wp-content/uploads/2024/03/Long-Equity-March-2024.pdf https://longeq.com/wp-content/uploads/2024/03/Long-Equity-March-2024.pdf"  
[X Link](https://x.com/anyuser/status/1773788366833635699)  2024-03-29T19:04Z 72.2K followers, 50.1K engagements


"Five YouTube videos that will make you a better investor. [--]. Aswath Damodaran's Corporate Finance Class https://www.youtube.com/watchv=Tdu0QPfoYZQ https://www.youtube.com/watchv=Tdu0QPfoYZQ"  
[X Link](https://x.com/anyuser/status/1774027898938167771)  2024-03-30T10:56Z 72.2K followers, 53.8K engagements


"Here are some of my favourite books on investing. Apologies for the shameless inclusion of the fourth one"  
[X Link](https://x.com/anyuser/status/1782137243315888263)  2024-04-21T20:00Z 72.2K followers, 42.4K engagements


"A mental model for understanding why high returns on capital and growth rate are both required. High ROC + High Growth = Compounding High ROC + Low Growth = Low reinvestment opportunities and a high dividend Low ROC + High Growth = An expanding and unproductive balance sheet"  
[X Link](https://x.com/anyuser/status/1788325160174469147)  2024-05-08T21:48Z 72.2K followers, 40.6K engagements


"What influences share prices - FCF per share growth - FCF yield"  
[X Link](https://x.com/anyuser/status/1798378176697278856)  2024-06-05T15:35Z 72.2K followers, 59.3K engagements


"A mental model for understanding why high returns on capital and growth rate are both required for compounding. High ROC + High Growth = Compounding High ROC + Low Growth = Lack of reinvestment opportunities and a high dividend Low ROC + High Growth = An expanding and unproductive balance sheet"  
[X Link](https://x.com/anyuser/status/1802413438179721553)  2024-06-16T18:50Z 72.2K followers, 61.8K engagements


"Asset LIGHT businesses generally outperform capital INTENSIVE businesses. Some of the best ratios for screening for asset light businesses are: - high return on tangible assets - high operating leverage - low fixed asset as a percentage of total assets - low asset turnover ratio - low CAPEX / OCF What would you add to this list 👇🏼 https://twitter.com/i/web/status/1816214842652381383 https://twitter.com/i/web/status/1816214842652381383"  
[X Link](https://x.com/anyuser/status/1816214842652381383)  2024-07-24T20:52Z 72.2K followers, 110.6K engagements


"What influences share prices - FCF per share growth - FCF yield"  
[X Link](https://x.com/anyuser/status/1831061601358840214)  2024-09-03T20:07Z 72.2K followers, 59.6K engagements


"LAUNCHED: Here's our latest list of global quality compounders. Imagine having access to 15+ quality growth metrics for each of these companies (including their valuation) If that's something you would be interested in (including monthly deep dives too) then check out my latest subscription service for only $15/month https://subscribe.longeq.com/ https://subscribe.longeq.com/"  
[X Link](https://x.com/anyuser/status/1833211204392665426)  2024-09-09T18:29Z 72.2K followers, 76.3K engagements


"Why I dont invest in the S&P 500: - only 25% of the index has a FCF/share growth greater than 15% - only 26% of the index has a return on capital greater than 12% - only 12% of the index has both of the above - I dont want to own banks airlines and energy companies - I dont want to own anything discretionary - I dont want to own alcohol tobacco or gambling stocks - I dont want to own anything highly leveraged or highly cyclical What would you add"  
[X Link](https://x.com/anyuser/status/1863154569221398598)  2024-12-01T09:33Z 72.2K followers, 60.9K engagements


"Why I dont invest in the S&P 500: - only 25% of the index has a FCF/share growth greater than 15% - only 26% of the index has a return on capital greater than 12% - only 12% of the index has both of the above - I dont want to own banks airlines energy companies mining companies utilities heavy industrials and biotechs - I dont want to own anything discretionary - I dont want to own alcohol tobacco or gambling stocks - I dont want to own anything highly leveraged or highly cyclical What would you add"  
[X Link](https://x.com/anyuser/status/1878215283162411202)  2025-01-11T22:59Z 72.2K followers, 108.4K engagements


"UPDATED: Our presentation "Why We Own Them" sets out our rationale for each holding in our portfolio of global compounders"  
[X Link](https://x.com/anyuser/status/1878540868325372087)  2025-01-12T20:33Z 72.2K followers, 51.7K engagements


"The portfolio"  
[X Link](https://x.com/anyuser/status/1881390476458353001)  2025-01-20T17:16Z 72.2K followers, 59.3K engagements


"Morgan Stanleys paper The Equity Compounders has been a huge influence in my investing style. Here are the main insights👇🏼"  
[X Link](https://x.com/anyuser/status/1882483669467824483)  2025-01-23T17:40Z 72.2K followers, 73.8K engagements


"The portfolio Feel free to share yours. I always appreciate the inspiration"  
[X Link](https://x.com/anyuser/status/1913371165596500152)  2025-04-18T23:16Z 72.2K followers, 94.8K 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 https://twitter.com/i/web/status/1922640159108919494 https://twitter.com/i/web/status/1922640159108919494"  
[X Link](https://x.com/anyuser/status/1922640159108919494)  2025-05-14T13:08Z 72.2K followers, 47K 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"  
[X Link](https://x.com/anyuser/status/1928186112477946217)  2025-05-29T20:26Z 72.2K followers, 79.3K engagements


"The portfolio - Concentrated into the very highest quality growth companies - Low turnover"  
[X Link](https://x.com/anyuser/status/1966968626231341077)  2025-09-13T20:53Z 72.2K followers, 31.6K engagements


"Here's a list of companies in the S&P [---] S&P [---] and S&P [---] that have (1) high cash returns on capital and (2) have bought back more than 10% of shares outstanding over the last [--] years. Sub for more data + insights"  
[X Link](https://x.com/anyuser/status/1975586628765646925)  2025-10-07T15:38Z 72.2K followers, 48.4K engagements


"A Dividend Aristocrat is a company that has increased its dividend each year for the past [--] years. Here's a new class of company: ROC Aristocrat - a company that hasn't had a return on capital below 15% over the past [--] years. These are consistent compounders of capital. Companies in green are in my portfolio. Which do you own"  
[X Link](https://x.com/anyuser/status/1979200496129753271)  2025-10-17T14:59Z 72.2K followers, 56.8K engagements


"Here's a list of the main concentrated fund managers (14 positions) sorted by portfolio size. Chris Hohn and Bill Ackman are leading the pack"  
[X Link](https://x.com/anyuser/status/1989299859870908703)  2025-11-14T11:50Z 72.2K followers, 78.2K engagements

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