🪐 Expanding Long Equity

I have a couple of quick updates for you this week.

1. Stock Analysis Tool Expansion: Our Stock Analysis tool has been broadened to include the S&P 500, S&P 400, and S&P 600 - in addition to the companies already available in the Global Compounders Database.

2. Semiconductor Stock Screen Results: I recently ran a screen ranking the 36 companies in the MSCI Semiconductor and Semiconductor Equipment index. I ranked them by:

• Free cash flow (FCF) growth and linearity, and
• Cash return on capital (including current, 5-year average, 5-year minimum, and standard deviation).

The Results: KLA, Lam Research, and NVIDIA rose right to the top (all of which are currently in the Long Equity portfolio).

Additionally, Cirrus Logic caught my eye as an interesting candidate, and I plan to take a deep dive into the company in the coming weeks.

Until then, I hope you continue to enjoy the Summer. We've had a fairly intense heatwave here in London, but cooler weather looks like it's finally on its way.

Long Equity