GETTING STARTED
Start here: Long Equity Investment Methodology
Welcome to the Long Equity Investment Research Service.
Getting Started
GETTING STARTED
Free Stock Screen
Join our mailing list first and gain free access to the lite version of our stock screen.
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
Three capital-light cash cannibals
Searching for companies similar to FICO, MSCI and Fortinet.
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.
Company research
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COMPANY RESEARCH
The under-the-radar logistics company
This company operates behind the scenes but is benefiting from major healthcare trends.
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.
