Here are some of the companies that I follow closely, but don’t currently own:
- Synopsys $Synopsys(SNPS)$
- Cerillion $Cerillion PLC(CRLLF)$
- $Nemetschek AG(NEMTF)$
- $Qualys(QLYS)$
- Technology One $Technology One, Ltd.(THNOF)$
- Arista Networks $Arista Networks(ANET)$
- IDEXX $IDEXX Laboratories(IDXX)$
- Texas Instruments $Texas Instruments(TXN)$
- ASML $ASML Holding NV(ASML)$
- DISCO $CS Disco, Inc.(LAW)$
I’m tracking the quality of the business, rather than the price of the share. So I would need to see higher returns on capital and a higher FCF per share growth rate.
Their quality increasing relative to the companies I already hold. I’m just trying to own the best relative to everything else.
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