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.
Research notes
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RESEARCH NOTES
13Fs and 10Ks
What stands out from the recent earnings reports and fund manager disclosures?
RESEARCH NOTES
Finding AI resilient barriers to entry
Not all software companies are under threat.
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.
Company research
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COMPANY RESEARCH
The hidden infrastructure roll-up
This decentralised operator is quietly powering the tech economy.
COMPANY RESEARCH
Cadence Design Systems
How to calculate cash return on capital.
COMPANY RESEARCH
Namsys
A capital-light Canadian compounder.
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COMPANY RESEARCH
Badger Meter (FREE)
A lesson in how to understand a compounder.
