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Latest research note: ATOSS Software

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Quality growth dashboard

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Finding quality in semiconductors

Driving the economy Semiconductors are the foundation of all advanced technology and for developed economies, advanced technology has been the main driver of economic growth over the last few decades. Historically, companies like IBM and Intel designed and manufactured their own chips, and even made the equipment needed to make

There's more than one type of growth

Applied Materials ($AMAT) supplies equipment to the semiconductor industry. Over the last 5 years AMAT has grown. But when we say a company has grown, what precisely does that mean? Companies have many parts to them. Each part can grow at different rates. Let's consider AMAT's

Growing returns on capital

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Companies with increasing FCF yield

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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.