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🎢 Steadily decreasing FCF yield

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❄️ January update - portfolio and investable universe

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↗️ Share price linearity

Over the last 15 years, Descartes Systems Group has grown its share price at an annualised rate of 24% per year. Just as impressive is the fact that it did so with a linearity of 0.93. Linearity refers to how straight a line. Companies with high linearity have a

❄️ January update of the Global Compounders Database

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☁️ Trends impacting 2025

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Latest research note: KLA Corp.

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🚢 Steady FCF yield

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Latest research note: Parker Hannifin

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⛰️ Consistent and steady growth

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📔 New book release

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🏦 Allocating capital like Fair Isaac

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❄️ December update of the Global Compounders Database

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LONG EQUITY | Investment Research
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LONG EQUITY | Investment Research

Institutional quality investment research. Data-driven insights and insight-driven data into quality growth stocks.