🌑🌕 The Long Equity Portfolio and Investable Universe

I maintain on this page the companies in the portfolio and the investable universe - both the inner circle (companies I'm very interested in) and the outer circle (companies I'm following closely). Please note that these are NOT recommendations to buy or sell these securities.

The below dashboard sets out all of the key financial metrics for the companies in the portfolio and investable universe - and was last updated 16 August 2025.