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USER GUIDE: Start here

  • Welcome to the Long Equity Investment Research subscription service.
  • I frequently search the thousands of listed public companies from a wide range of angles, while always looking for the highest quality growth companies. You can find below a growing list of country specific reports as part of my Searching For Compounders series, where I’ve looked for the best companies in all the main markets. 
  • When I find a new company that looks interesting, I add it to my frequently maintained Global Compounders Database (currently around 300). This database is packed full of rare and insightful quality growth metrics.
  • Each month I select a company from the list to research further. You can find my Monthly Company Reports below.
  • I then select from my database what I see as the top 20-30 highest quality companies, this becomes my Investable Universe. I maintain Quality Growth Dashboards for each of these companies. You can read more about my Methodology below, which covers what I look for.
  • From the companies in the Investable Universe, I then select the best 12-14 to invest in. I look to minimise turnover, so that there are no more than 3 companies in the portfolio that have been held less than 12 months. You can follow my Portfolio below too.

Global Compounders Database, Long Equity Portfolio and Investable Universe

Company research reports

Country research reports

Research notes on investing topics