Long Equity runs a single concentrated investment strategy consisting of value-creating and price-setting companies. He holds a Masters degree in banking and a PhD in quantitative modeling.
Over the last 15 years, Descartes Systems Group has grown its share price at an annualised rate of 24% per year. Just as impressive is the fact that it did so with a linearity of 0.93. Linearity refers to how straight a line. Companies with high linearity have a
I was recently reading through the annual report of Qualys, the cybersecurity company, and stumbled upon the following quote: We understand that providing competitive compensation and benefits plays a critical role in attracting and retaining the best available personnel. That is why we offer robust compensation and benefits to our