GETTING STARTED
Start here: Long Equity Investment Methodology
Welcome to the Long Equity Investment Research Service.
Getting Started
GETTING STARTED
Stock Screen: Global Compounders Database
Access our stock screen here and start unearthing hidden high-quality growth companies now.
GETTING STARTED
Portfolio and Investable Universe
Track our portfolio and watchlist and access the Quality Growth Dashboards here.
GETTING STARTED
Exclusive Content: Library of all previous posts
A list of all previous posts and links to the portfolio analysis and dashboards.
Company research
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Country research
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Research notes
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RESEARCH NOTES
Two under-the-radar cash compounders
Searching SMEs at the intersection of high and predictable growth.
RESEARCH NOTES
High quality stock exchange operators
Searching for the highest quality recurring revenue generating network effects.
RESEARCH NOTES
Measuring pricing power
How do you measure the most important characteristic of high quality equities?
RESEARCH NOTES
Return-free risk
Not all returns are risk free. Not all risks generate returns.