iEmoji Feeds @Long Equity (long_equity)
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Long Equity
@long_equity
Here's where ≈10 quality mid-cap funds overlap.
Which do you hold?
* Thanks to everyone who made suggesti… twitter.com/i/web/status/1…
Which do you hold?
* Thanks to everyone who made suggesti… twitter.com/i/web/status/1…
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Long Equity
@long_equity
I’m always impressed with the number of quality growth stocks in Europe:
France
- LVMH
- Hermes
- L’Oreal
Denma… twitter.com/i/web/status/1…
France
- LVMH
- Hermes
- L’Oreal
Denma… twitter.com/i/web/status/1…
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![long_equity]( "long_equity: Twitter")
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![long_equity]( "long_equity: Twitter")
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![long_equity]( "long_equity: Twitter")
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![long_equity]( "long_equity: Twitter")
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![long_equity]( "long_equity: Twitter")
Long Equity🗯
@long_equity
What are your favourite academic articles on outperforming in investing?
Here are some that I've been looking into recently.
Here are some that I've been looking into recently.
Retweet of status by @long_equity
Long Equity🗯
@long_equity
UPDATED: The world's highest quality compounders - the best companies from all the main markets.
* Thanks… twitter.com/i/web/status/1…
* Thanks… twitter.com/i/web/status/1…
Retweet of status by @long_equity
Long Equity🗯
@long_equity
@long_equity just received pic.twitter.com/JueHMyqtAM
Retweet of status by @AChy_Tweet
Long Equity🗯
@long_equity
What's been happening in equities markets in 2022?
- Energy is the only sector up YTD, but is the worst lo… twitter.com/i/web/status/1…
- Energy is the only sector up YTD, but is the worst lo… twitter.com/i/web/status/1…
Long Equity🗯
@long_equity
Overview: FactSet Research Systems Inc. $FDS
FCF Return on Capital: 26%
10yr avg. FCF ROC: 34%
10yr avg. F… twitter.com/i/web/status/1…
FCF Return on Capital: 26%
10yr avg. FCF ROC: 34%
10yr avg. F… twitter.com/i/web/status/1…
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![long_equity]( "long_equity: Twitter")
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![long_equity]( "long_equity: Twitter")
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![long_equity]( "long_equity: Twitter")
Long Equity🗯
@long_equity
How to find great companies:
• Capital allocation: FCF ROC >20%
• Pricing power: FCF Margin >25%
• Growth:… twitter.com/i/web/status/1…
• Capital allocation: FCF ROC >20%
• Pricing power: FCF Margin >25%
• Growth:… twitter.com/i/web/status/1…
Long Equity🗯
@long_equity
Here's my 1-page mental model for understanding the semiconductor ecosystem
Covering:
- design software $CDNS… twitter.com/i/web/status/1…
Covering:
- design software $CDNS… twitter.com/i/web/status/1…
Long Equity🗯
@long_equity
"Quality Equities and the Power of Compounding' from Morgan Stanley has some important insights.
Here are the main four
Here are the main four
...but wait! There's more!
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fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
