Long Equity
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.
🏔️ What is a good company?
A quality investor that I have a lot of respect for recently remarked to me that " I think we can all identify quality companies... My concerns are more towards valuations." It's a curious point, that got me thinking: "Are quality investors just value investors that
⏳Sifting for Quality
To isolate businesses capable of consistently generating elite capital returns, we analysed a decade of historical performance (2016–2026) using our favourite capital efficiency metric: cash return on capital. The formula used was: Cash ROC = FCF/(Total Assets−Current Liabilities−Goodwill) By stripping out current liabilities and goodwill, we isolate
5️⃣ Five stocks that AI investors are buying worth following
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&
June update
🦋 First new investment of 2026
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
🚧 The investment strategy of Chris Hohn
💻 An update
🇸🇪 Is this Nordic microcap worth a closer look?
🌷 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