Discover hidden quality growth companies with Long Equity's data-driven research

Gain access to Long Equity's investment analysis today for only $30/month or $300/year

When it comes to investment decisions and stock analysis, we believe that insights should be driven by data and data should be driven by insights. To understand out approach, start by taking a look at Long Equity Investment Methodology and our User Guide. What we provide is best summarised by this recent feedback: “That's why I love following you, you talk about great companies I've never heard of.”

Most investors drown in noise and rely on a combination of gut feeling and guess work. Consequently, they end up missing out on the next generation of quality growth companies. The solution is frequently updated data-backed insights that act as your bridge from uncertainty to clarity. Every metric, dashboard and note is designed to guide you toward confident quality growth investments

What's included?

For just $30/month (or $300/year), you get:

  • Monthly Global Compounders Database - Receive our spreadsheet of over 300 companies containing rare and exclusive metrics that help you pinpoint quality growth companies trading at attractive valuations with ease.
  • Quality Growth Dashboards - Access intuitive dashboards that track long-term trends, letting you to effortlessly stay ahead of market shifts.
  • Portfolio and Investable Universe - Access a breakdown of the companies in the Long Equity Portfolio and Investable Universe. This includes all of the key metrics alongside the bear and bull case for each company.
  • 1 research note per month into quality companies - Each month, I pick a company, do hours of research into its business model, future growth prospects and pricing power. Here's an example research note on the German SAAS company Nemetschek.

Start your research journey now from $30/month:

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Payment

Payment is taken by Stripe and you can cancel at any time. If you have any questions, get in touch here: contact [at] longeq {dot} com

Global compounders database

Here's a list of the "Global Compounders" covered in the database.

Note: I don't currently have a provider of market data for Indian companies.

As not all financial data is relevant to investors, our data is designed to maximise the insights you can gather from it. Hence our emphasis on long-term data, bespoke ratios, linearity data and other data points not available elsewhere.

Here's a sneak peak of what our "Global Compounders Database" looks like:

In addition to financial metrics, the database also includes qualitative metrics to help you quickly pinpoint a range of factors concerning their supply chain and market dynamics. This includes whether they're selling to consumers or to businesses, whether they are monopolies or oligopolies, and whether they have wide or narrow barriers to entry.

Portfolio and Investable Universe

For every company held in the portfolio and followed in the investable universe, we provide a breakdown of the key metrics and the bear/bull case.

Quality Growth Dashboards

For every company held in the portfolio and followed in the investable universe we also maintain "Quality Growth Dashboards":

Research notes

Once I month a publish a research note into a high quality growth company. Here are the notes published so far:

Country specific research reports

I routinely undertake country specific research, in search of the best companies in that market. Here are the notes published so far:

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Here's what people are saying about Long Equity

The Quality Growth Investor

The data and insights available when you subscribe are the perfect compliment to my book "The Quality Growth Investor: The Ultimate Playbook for Quality Growth Investing". You can read what Chris Mayer (author of 100 Baggers) thought of my book here.

Here's a summary of some of the praise the book has recently received.

Disclaimer

The content published here is provided for information purposes only. It does not constitute any form of professional advice. It is not to be understood as an invitation or recommendation to buy or sell any of the securities mentioned. The presentation and commentary of investment strategies is not to be understood as an invitation or recommendation to replicate them. Investments in securities may involve significant market price volatility. The value of investments may go up as well as down. Past performance is not a guide to future performance. Before any investment decision is taken, if necessary, consult with a professional advisor.