Long Equity @long_equity
Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE longeq.com London, UK Joined January 2022-
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13Fs are a great place to get investment ideas. But instead of looking at what hedge funds are up to, take a look at what NVIDIA is investing in. Any of these companies take your fancy?
I've recently updated the website... longeq.com
Exponential free cash flow per share growth in France ⬇️⬇️⬇️
Three reasons why very few companies are capable of sustaining a high return on capital over a long period of time: 1. Economic downturns - few companies are resilient to these due to exposure to commodities and interest rates (eg banks and energy companies). 2. Reinvestment…
Here are some of my favourite books on investing. Apologies for the shameless inclusion of the fourth one!
Here are the holdings of the Sifter Fund portfolio. I’ve highlighted the companies that I own and would invest int. Any thoughts on the portfolio?
There are multiple ways to consider valuation. Here's one approach I find helpful. This table compares free cash flow growth to share price growth (last 5 years). TechOne and Nemetschek have seen their FCF grow faster than their share price - suggesting that the market may…
Here's a breakdown of the revenue sources and income statement for Synopsys. In conclusion, it's pretty diversified across geographies and products/services. What are your thoughts?
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)
It's been a while since I posted one of these. Here's the latest share price linearity data for the S&P 500, 400 and 600. Great to see one of my largest and longest held positions (Cadence) topping the list. Which of these companies are you bullish on?
The semiconductor manufacturing process SOURCE: ig.ft.com/microchips/
Exponential free cash flow per share growth in France ⬇️⬇️⬇️
Here are the US companies in my FCF accelerators screen. ⬇️⬇️⬇️ This is looking for companies where the FCF per share growth rate has an upwards trend. The following screen was of the S&P 500, 400 and 600.
My favourite sectors to invest in: • semiconductors • software as a service • payments • credit rating / scores • financial data • healthcare
OUT NOW: For only $20, here are two spreadsheets containing 27 metrics for quality growth for over 2000 companies (inc. US, UK, Germany, France, Sweden). Includes: • Free cash flow per share growth • Share price linearity longeq.com/data/ This is the perfect…
one wouldn’t have been enough. @long_equity
I've just calculated the average 10 year return on capital and 10 year share price growth for every company in the S&P 500. Here's how each sector performs. Interesting to see some correlation between ROC and price growth. Not all sectors produce winners.
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@long_equity Great idea , bought your book, love your approach
@long_equity I think that if they invested in a bunch of boring/predictable companies, shareholders would question their ROIC, thus you see this theme of investing in young, difficult to value, companies that could shoot to the moon (but more likely fizzle)
@long_equity This is genius ! Also please cover Lematire vascular it’s an interesting one 📈
A man noticed that his neighbor’s cats were coming to his property to drink water so he set up a camera to see who else was drinking water...
Thanks to my company's support, I just created our first English explainer about #TSMC and its overseas expansion. Watch it here: youtu.be/QWelzyvic2A?si…. Let me know what other topics you'd like us to cover!
Wonderful news. God Save The King 🇬🇧
His Majesty The King will shortly return to public-facing duties after a period of treatment and recuperation following his recent cancer diagnosis. To help mark this milestone, The King and Queen will make a joint visit to a cancer treatment centre next Tuesday, where they…
Lam Research $LRCX, and the whole Fab5 for that matter $ASML $AMAT $TOELY $KLAC, are wonderful chip stocks and investments. youtu.be/Jg0zd2ezVdk
@long_equity Europe is undervalued compared to US.
@long_equity Just bought $OR.PA (L'Oreal) today
$AYX -35% $BOC -55% $BYND -95% $DM -90% $WISH -97% $FIVR -90% $GLBE -50% $JMIA -80% $LMND -80% $UPST -80% $LTCH -95% $NNOX -65% $ORGN -90% $OPEN -85% $SOFI -50% $RDFN -90% $OZON -100% $SPCE -97% $TWST -75% $YETI -60%
I asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?” I received 710 answers Here are 20 top stocks that have 50x+ potential:
@long_equity Euro / opportunistic tilt. Some re-rating stories be compounding. Obviously some deep research being done. Why don’t you like old dominion?
@long_equity a huge piece of this is also just lacking any sort of economic advantage. Competition inevitably erodes returns on capital. Moats just slow down the process.
@long_equity Super interesting! Can you do it for more Stocks, please! 🙏🏻🌳
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