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.
⚡️ Finding AI resilient barriers to entry
In recent weeks, a number of software companies have seen their share prices drop significantly in response to fears that their products may be rendered redundant by AI. This is in response to the fear that low-cost (and sometimes even free) large language models (LLMs) having the potential to replace
❄️ Long Equity February Update
Hope your month is going well so far. It's just a quick update this week, but there will be plenty of exciting new content in the coming weeks to look forward to. The Global Compounders Database was recently updated: you can find the link to the both screener
📅 Earnings season, low volatility outperformers and the semiconductor supply chain
We've officially entered the first earnings season of 2026. Last week saw a number of quality growth companies report their earnings (including Visa and Mastercard), and this coming week will see many more (including Fortinet). Here's a breakdown of the earnings results for the companies in
💵 Two under-the-radar cash compounders
Welcome to this week's update. I hope you've been enjoying the stock screen tool I launched last week. In my view, the ideal company to invest in is one that sits at the intersection of high growth and predictable growth (see below). So with that in
🔬 LAUNCHED: New Long Equity Stock Screener
🇨🇦📱An under-the-radar Canadian compounder
☃️ January update - stock screen link
☃️ January update (updated link)
☃️ January update
❄️ Global Compounders Database: December Update
Hello. Here's the December update of the Global Compounders Database. You can find the download link on the Exclusive Content tab. Let's take a look at three observations covering what's new and what stands out. 1. Waste Connections is one of the most linear