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.
🇫🇮🇸🇪 High-Quality Software Companies in the Nordics
I recently ran a screen across publicly listed software companies in the Nordics to identify businesses with durable economics and attractive long-term growth characteristics. From the initial universe, a subset of companies passed a first-stage filter focused on are they in the Nordics and are they selling software. I then
🌑🌕 Long Equity Investable Universe
🐬 New book release
📈 High quality stock exchange operators
🧊 Global Compounders Database: November Update
⚙️ Measuring a company's pricing power
🧪 Finding ideas from other investors
🇮🇹 Searching for Compounders in Italy
🚰 Latest Company Report: The Hidden Infrastructure of Global Finance
🍂 Global Compounders Database: October Update
Hello. Here's the October update of the Global Compounders Database. You can find the download link on the Exclusive Content tab. Let's take a look at what's new and what stands out. One new company I'm always on the look out for