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Welcome to the Long Equity Investment Research subscription service.
I frequently search the thousands of listed public companies from a wide range of different angles, while always looking for the highest quality high 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 30 highest quality companies, this becomes my Investable Universe. You can read more about my Methodology below, which covers what I look for. I maintain Quality Growth Dashboards for each of these companies.
From the 30 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.