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.
This week we are going to take a look at five stocks that AI investors are buying and ask the question: "should a quality growth investor also invest?" The inspiration for this post came from recent 13F filings, which offer a fascinating window into where "smart money&
For the first time in 2026, I have started a new position. The Long Equity portfolio has recently performed exceptionally well. The two positions purchased last year, Comfort Systems USA and Lam Research, are now up 173% and 100% respectively. This is primarily the result of successive strong performance, as
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
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'