🇨🇦📱An under-the-radar Canadian compounder

☃️ January update - stock screen link

☃️ January update (updated link)

☃️ January update

❄️ Global Compounders Database: December Update

Hello. Here's the December update of the Global Compounders Database. You can find the download link on the Exclusive Content tab. Let's take a look at three observations covering what's new and what stands out. 1. Waste Connections is one of the most linear

🦡 ⏲ New research report: Badger Meter - understanding a compounding machine

🎄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.

🌑🌕 Long Equity Investable Universe

🐬 New book release

📈 High quality stock exchange operators

🧊 Global Compounders Database: November Update