Long Equity

🌷 April update

🖥️ We rebuilt this for you (and it’s only $20/month)

🖥️ Long Equity - New data tools

This week I want to take the opportunity to announce a couple of new features that are now available to Long Equity subscribers. You may have spoted that we now have a new landing page. There's also some new functionality. Stock Analysis tool It's been a

💊The under-the-radar logistics company enabling drug delivery

🔬 UPDATED: New Long Equity US Stock Screener

🚢 Five growth stocks with steady valuations

Hi and welcome to this week's update. Firstly, I'm pleased to annouce that we have finally been able to extend the Global Compounders Database coverage to India. You may remember that I undertook a deep dive into Indian equities last year. Also, in case you'

💸 Long Equity Subscription Now Only $20/Month

💵 Three capital-light cash cannibals

This week we're going to be looking for companies that have three rare characteristics: * Significant buyback programmes * Consistently highly cash returns on capital * Predictable free cash flow growth These are three characteristics that many of the companies in the LE portfolio possess. Let's take a look

💵 The hidden infrastructure roll-up quietly powering the tech economy

🌍 Update to Global Compounders Database

💻 Calculating Cadence Design System's return on capital

Cadence Design Systems (Ticker: CDNS) produces electronic design automation (EDA) software that is used to design semiconductors. This is what one of their products, Allegro, looks like: Cadence is a great example for discussing the optimal method for calculating the "cash return on capital". The equation I use

📅 13Fs and 10Ks

Over the last week or so there have been some notable publications of 10Ks (annual reports) by public companies and filings of 13Fs (portfolio disclosures) by investment managers. 10Ks We've recently seen annual reports from Fortinet, Cadence Design System and Comfort Systems USA - and they did not