🎄The Long Equity Annual Letter

🇫🇮🇸🇪 High-Quality Software Companies in the Nordics

I recently ran a screen across publicly listed software companies in the Nordics to identify businesses with durable economics and attractive long-term growth characteristics. From the initial universe, a subset of companies passed a first-stage filter focused on are they in the Nordics and are they selling software. I then

🌑🌕 Long Equity Investable Universe

🐬 New book release

📈 High quality stock exchange operators

🧊 Global Compounders Database: November Update

⚙️ Measuring a company's pricing power

🧪 Finding ideas from other investors

🇮🇹 Searching for Compounders in Italy

🚰 Latest Company Report: The Hidden Infrastructure of Global Finance

🍂 Global Compounders Database: October Update

Hello. Here's the October update of the Global Compounders Database. You can find the download link on the Exclusive Content tab. Let's take a look at what's new and what stands out. One new company I'm always on the look out for

📅 Three stock market insights