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.
I’ve recently taken a closer look at a lesser-known corner of the industrial economy and discovered a textbook example of a global oligopoly hiding in plain sight. It's the industrial gas sector, which is dominated by just four companies that have delivered consistent growth and impressive returns
I hope you're having a lovely Summer so far. I recently returned from a holiday in Guernsey, Herm and Sark - which are three of the Channel Islands off the south coast of England, just west of France. There are two items in this month's update.
I was recently looking at McDonald's and it's hard not to be impressed by its share price chart - see below. Over the last 20 years, they've grown their share price at an annualised rate of 12% per year. Equally impressive is the linearity
After spending 11 days cruising recently through Scandinavia and the Baltics, one thing stood out beyond the stunning coastlines and crisp northern air. It was how remarkably steady the ship felt, even in open water. It reminded me of something investors often chase - not the flashiest or fastest journey,
The Global Compounders Database has just been updated for June. You can find the download link here: link New additions to the database I hope you've been enjoying the country specific deep dives. I'm currently working on India and Japan. The benefit of searching country by
It was recently 13F filing season. This occurs once every quarter, when large funds disclose their US listed positions. There are eight funds that I always take a look at. Each fund pursues a concentrated, low-turnover strategy focused on quality growth investing. The funds are (in order of my own