Boost investment decisions with Long Equity's data driven research into quality growth companies

Start using data-driven investment analysis today - for only $20/month or $200/year

Welcome to the Long Equity independent investment research service. When it comes to investing decisions and stock analysis, we believe that insights should be driven by data and that data should be driven by insights.

For more information, take a look at the Long Equity Investment Methodology and our User Guide.

What we provide is best summarised by some recent feedback: “That's why I love following you, you talk about great companies I've never heard of.”

What's included?

For just $20/month (or $200/year), you get:

  • Monthly update of our "Global Compounders Database" - Identify the world's top-performing companies with exclusive metrics, helping you pinpoint quality growth stocks with ease. This is a Microsoft Excel file (.XLSX) that's updated monthly. It covers over 300 high-quality global companies (see list below) using 18+ quality growth metrics, such as returns on capital, linearity and valuation (FCF yield). The spreadsheet is frequently updated to allow you to pinpoint the highest quality companies globally trading at the best valuations.
  • Quality Growth Dashboards - Access intuitive dashboards that track long-term trends, letting you to effortlessly stay ahead of market shifts. Dashboards are maintained for a select group of compounders. They feature long-term data for a range of essential quality growth metrics (see an example below).
  • Portfolio and Investable Universe - Access a breakdown of the companies in my portfolio and the companies in my Investable Universe. This includes all of the key metrics I follows and the bear and bull case for each company.
  • 1 research note per month into quality companies - Each month, I dive deep into a specific high-quality growth company. This covers essential factors to support investment decisions with rigorously researched insights. I pick a company, do hours of research into its business model, future growth prospects and pricing power, then publish my analysis of the company packed full of high quality data driven insights. Here's an example research note on the German SAAS company Nemetschek.
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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:

Coming soon: Lam Research

Pipeline: Fortinet, HMS Networks, Manhattan Associates, Mueller Industries and Qualys.

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:

Coming soon: Austria and Italy.

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.