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

Long Equity posts on X about asml, list, stocks, meta the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXXXX +202%
- X Months XXXXXXXXX +11%
- X Year XXXXXXXXX +0.55%

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

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

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

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

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

### Social Influence

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

**Social topic influence**
[asml](/topic/asml) #98, [list](/topic/list) #534, [stocks](/topic/stocks) 5.63%, [meta](/topic/meta) 4.23%, [france](/topic/france) 4.23%, [hermes](/topic/hermes) #453, [denmark](/topic/denmark) #687, [netherlands](/topic/netherlands) #1025, [germany](/topic/germany) 4.23%, [$anet](/topic/$anet) #33

**Top accounts mentioned or mentioned by**
[@signastrategies](/creator/undefined) [@vlueinvstr](/creator/undefined) [@fiscorainvest](/creator/undefined) [@theinvestor](/creator/undefined) [@copa24176968](/creator/undefined) [@latticeinvestor](/creator/undefined) [@cashflowmuse](/creator/undefined) [@juliette_vand](/creator/undefined) [@matth203](/creator/undefined) [@zakariya_khwaja](/creator/undefined) [@valueinvestor](/creator/undefined) [@bas59839579](/creator/undefined) [@marco_formica76](/creator/undefined) [@faustfund](/creator/undefined) [@davidmumar](/creator/undefined) [@vadzim_huchok](/creator/undefined) [@ericjhonsa](/creator/undefined) [@6xyzzxy1](/creator/undefined) [@mark_markandi](/creator/undefined) [@coalemusguy](/creator/undefined)

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

"UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing Recent adds: Meta Qualys Interpump Tencent Pro Medicus Xero Recent removals: Teleperformance"  
[X Link](https://x.com/long_equity/status/1746854745673711900)  2024-01-15T11:20Z 70.4K followers, 88.8K engagements


"Im always impressed with the number of quality growth stocks available in Europe: France - Sartorius Stedim Biotech - LVMH - Hermes - LOreal Denmark - Novo Nordisk - Coloplast - Genmab - Novozymes Netherlands - ASML - ASM International Switzerland - Sonovo Germany - Nemetschek - Atoss Software Italy - Diasorin - Campari Faves"  
[X Link](https://x.com/long_equity/status/1815015145296314412)  2024-07-21T13:25Z 70.4K followers, 32K engagements


"August 2025 Factsheet Bought: Arista Networks $ANET Sold: ATOSS Software The portfolio is optimised for return on capital growth rate and pricing power. Cash Return on Capital = XX% 5yr FCF/share CAGR = XX% Only X of the XX positions have been held for XX months. The aim is to reduce the number of holdings to XX in the next 3-6 months"  
[X Link](https://x.com/long_equity/status/1961800113140994419)  2025-08-30T14:36Z 70.4K followers, 21.1K engagements


"Sometimes XX% drawdowns are short-lived. In Q1 of 2025 Arista Networks saw their share price half. They are now up XXX% from their YTD low"  
[X Link](https://x.com/long_equity/status/1977659921798971430)  2025-10-13T08:57Z 70.4K followers, 12.6K engagements


"Sometimes compounders stop compounding. What lesson do you take away from this"  
[X Link](https://x.com/long_equity/status/1989627876799389719)  2025-11-15T09:33Z 70.4K followers, 869.3K engagements


"NOVEMBER 2025 Factsheet OUT: Arista Networks and Constellation Software IN: Lam Research The portfolio is optimised for return on capital growth rate and pricing power. Cash Return on Capital = XX% 5yr FCF/share CAGR = XX% Only X of the XX positions have been held for XX months"  
[X Link](https://x.com/long_equity/status/1994712318593073191)  2025-11-29T10:17Z 70.4K followers, 18.2K 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/long_equity/status/1996714295372271830)  2025-12-04T22:52Z 70.4K followers, 15.1K engagements


"The portfolio. currently Qualys and Synopsys are on my watch list"  
[X Link](https://x.com/long_equity/status/1996912334196166742)  2025-12-05T11:59Z 70.4K followers, 12.8K engagements


"Im always impressed with the number of quality growth stocks available in Europe: France - Sartorius - LVMH - Hermes - LOreal Denmark - Novo Nordisk Netherlands - ASML - DSM Switzerland - Sonovo Germany - Nemetschek - SAP Italy - Diasorin - Campari Faves"  
[X Link](https://x.com/long_equity/status/1607508936076451841)  2022-12-26T22:49Z 70.4K followers, 247.1K engagements


"Over the course of this year I've been digging into under-researched public markets in search of undiscovered stocks from each country. You can find the full list on my website. Names that stand out include: Addtech RELX Objective GTT Xero"  
[X Link](https://x.com/long_equity/status/1963252758212960529)  2025-09-03T14:48Z 70.4K followers, 6897 engagements


"UPDATED: Here's the September version of the Global Compounders Database. Red means it's removed green means it's new. Additions and subtractions are based on quality alone not valuation. What would you add Subscribe if you want this in a spreadsheet filled with metrics and valuations"  
[X Link](https://x.com/long_equity/status/1967523456649494916)  2025-09-15T09:38Z 70.4K followers, 17K engagements


"What are your thoughts on SS&C"  
[X Link](https://x.com/long_equity/status/1969756266558783895)  2025-09-21T13:31Z 70.4K followers, 8733 engagements


"The S&P XXX companies with the highest and most linear 10-year free cash flow per share growth rates. Which are your favourites"  
[X Link](https://x.com/long_equity/status/1972684957521711358)  2025-09-29T15:28Z 70.4K followers, 23.1K engagements


"A Dividend Aristocrat is a company that has increased its dividend each year for the past XX years. Here's a new class of company: ROC Aristocrat - a company that hasn't had a return on capital below XX% over the past XX years. These are consistent compounders of capital. Companies in green are in my portfolio. Which do you own"  
[X Link](https://x.com/long_equity/status/1979200496129753271)  2025-10-17T14:59Z 70.4K followers, 56.5K engagements


"You can track my portfolio here:"  
[X Link](https://x.com/long_equity/status/1990177456393969714)  2025-11-16T21:57Z 70.4K followers, 5778 engagements


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


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


"UPDATED: The world's highest quality compounders - the best companies from all the main markets. * Thanks to everyone who commented on my previous posts. This version reflects suggestions. What should I add/remove for the next version"  
[X Link](https://x.com/long_equity/status/1627047103188049920)  2023-02-18T20:47Z 70.4K followers, 195.5K engagements


"UPDATED: 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 70.4K followers, 127.7K 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"  
[X Link](https://x.com/long_equity/status/1880700341005808029)  2025-01-18T19:34Z 70.4K followers, 16.4K engagements


"UPDATED: Here's the updated Global Compounders list. I'm considering removing the companies in pink. Companies in green have been recently added. What would you add/remove"  
[X Link](https://x.com/long_equity/status/1942940108413345877)  2025-07-09T13:33Z 70.4K followers, 21K engagements


"UPDATED: Here's the updated Global Compounders list. I've recently added American Tower Lennox International and Simpson Manufacturing. Newish positions in green companies about to be removed in pink. What would you add/remove Susbcribe if you would like this in a spreadsheet full of quality growth metrics and valuations"  
[X Link](https://x.com/long_equity/status/1950846385990832561)  2025-07-31T09:09Z 70.4K followers, 13.9K engagements


"Four of the highest quality companies globally are manufacturers of semiconductor equipment. Here are the latest dashboards for ASML Applied Materials Lam Research and KLA Corp. Which will produce the highest returns over the coming years"  
[X Link](https://x.com/long_equity/status/1986784447547506896)  2025-11-07T13:14Z 70.4K followers, 7471 engagements


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


"UPDATED: Here's the latest list of global quality compounders. Thanks to everyone who commented on the previous versions. As always grateful for any suggestions on what should be added or removed"  
[X Link](https://x.com/long_equity/status/1685252538377928704)  2023-07-29T11:34Z 70.4K followers, 172.4K engagements


"UPDATED: Here's the latest list of global quality compounders. Thanks to everyone who commented on the previous versions. As always grateful for any suggestions on what should be added or removed"  
[X Link](https://x.com/long_equity/status/1706227047280836923)  2023-09-25T08:40Z 70.4K followers, 90.4K engagements


"UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing"  
[X Link](https://x.com/long_equity/status/1797615995282248058)  2024-06-03T13:07Z 70.4K followers, 88.8K engagements


"Thanks to everyone who shared their favourite Canadian stocks yesterday The list is below. Brookfield Dollarama Fairfax and ATD all rose to the top. Note that I asked for suggestions that weren't Constellation Software - otherwise I'm sure that would have won"  
[X Link](https://x.com/long_equity/status/1892167817526476931)  2025-02-19T11:02Z 70.4K followers, 23.5K engagements


"Here are some of the companies that I follow closely but dont currently own: - Synopsys - Cerillion - Nemetschek - Qualys - ASML - DISCO - Lam Research - Pro Medicus - GTT - Wisetech Global - Jack Henry Which is your favourite on the list"  
[X Link](https://x.com/long_equity/status/1918908929330831733)  2025-05-04T06:01Z 70.4K followers, 22.4K engagements


"Here are some of the companies that I follow closely but dont currently own: - Synopsys - Cerillion - Nemetschek - Qualys - ASML - DISCO - Lam Research - Pro Medicus - GTT - Wisetech Global - Jack Henry What should I add to the list"  
[X Link](https://x.com/long_equity/status/1927465600768421980)  2025-05-27T20:43Z 70.4K followers, 19.1K engagements


"🏰 Monopolies Fair Isaac credit scores ASML EUV lithography Intuit tax preparation software DEERE & CO autonomous farming Thermo Fisher ultra-high-end mass spec instruments Illumina high-throughput DNA sequencing CoStar U.S. commercial real estate data Sherwin-Williams architectural paint distribution (U.S.) ⚔ Duopolies Visa / Mastercard credit cards Airbus / Boeing aircraft PepsiCo / Coca-Cola drinks AMD / Nvidia GPU chips Apple / Samsung smartphones Nike / Adidas sportswear Cadence / Synopsys - chip design software 🧱 Oligopolies Alphabet / Microsoft / Amazon cloud infrastructure AT&T /"  
[X Link](https://x.com/long_equity/status/1949588022686626155)  2025-07-27T21:49Z 70.4K followers, 59.5K engagements


"One of my favourite funds to follow is Triple Frond Partners. They recently: Added to: Meta Platforms $META and CCC Intelligent Solutions $CCCS Reduced: TransDigm $TDG Whats your view on CCC Intelligent Solutions"  
[X Link](https://x.com/long_equity/status/1955750406606479711)  2025-08-13T21:56Z 70.4K followers, 38.4K engagements


"UPDATED. Thanks for all the feedback on the previous iteration of this. Here's a list of the monopolies duopolies and oligopolies you all recommended. What would you add or remove"  
[X Link](https://x.com/long_equity/status/1964358074212188402)  2025-09-06T16:00Z 70.4K followers, 141.8K engagements


"What are your views on Broadridge Financial Solutions $BR Looks like a predictable and fairly-valued company. Probably won't blow the lights out but unlikely to destroy capital"  
[X Link](https://x.com/long_equity/status/1979511863936176378)  2025-10-18T11:36Z 70.4K followers, 6080 engagements


"UPDATED. Thanks for all the feedback on the previous iteration of this. Here's a list of the monopolies duopolies and oligopolies you all recommended. What would you add or remove"  
[X Link](https://x.com/long_equity/status/1982022073917530323)  2025-10-25T09:51Z 70.4K followers, 70.7K engagements


"When you think of compounders that stopped compounding who comes to mind"  
[X Link](https://x.com/long_equity/status/1983641045708812363)  2025-10-29T21:04Z 70.4K followers, 83.3K engagements


"Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. Which do you like I personally own Visa Applied Materials and Fortinet from this list"  
[X Link](https://x.com/long_equity/status/1986053599697473668)  2025-11-05T12:50Z 70.4K followers, 13.5K engagements


"Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. Which do you like I personally own Visa Applied Materials and Fortinet from this list"  
[X Link](https://x.com/long_equity/status/1991947513893359767)  2025-11-21T19:11Z 70.4K followers, 15.3K engagements


"Here are the some of the companies that Dev Kantesaria no longer holds in his Valley Forge portfolio: $MNST Monster Beverage $NKE Nike $META Meta Platforms $AMZN Amazon $ADSK Autodesk $AZPN Aspen Technology $ADBE Adobe And here's what he owns today: $FICO Fair Isaac $SPGI S&P Global $MA Mastercard $MCO Moody's $V Visa $INTU Intuit $ASML ASML $EFX Equifax $MSCI MSCI"  
[X Link](https://x.com/long_equity/status/1993791370621014450)  2025-11-26T21:18Z 70.4K followers, 32K engagements


"Here are the four French companies with the most linear share prices: Air Liquide EssilorLuxottica Hermes Vinci Which do you like"  
[X Link](https://x.com/long_equity/status/1994791368628261070)  2025-11-29T15:31Z 70.4K followers, 10.9K engagements


"@_The_Investor_ Thanks Unfortunately the commission is less the risk of being copied is greater and the tables dont always look as good"  
[X Link](https://x.com/long_equity/status/1995540634422153535)  2025-12-01T17:08Z 70.4K followers, XXX engagements


"Here are four companies that are becoming increasingly capital efficient - take a look at their cash return on capital. Which do you own"  
[X Link](https://x.com/long_equity/status/1998424805591359520)  2025-12-09T16:09Z 70.4K followers, 6603 engagements