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![long_equity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1478425805944500228.png) Long Equity [@long_equity](/creator/twitter/long_equity) on x 64.8K followers
Created: 2025-06-30 12:58:37 UTC

Our presentation "Why We Own Them" sets out our rationale/conviction for each holding in our portfolio of global compounders.

![](https://pbs.twimg.com/media/GusXfpQWcAAEGUd.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1939669906313630140/c:line.svg)

[Post Link](https://x.com/long_equity/status/1939669906313630140)