$Visa(V)$ $MasterCard(MA)$ $Fair Isaac(FICO)$ $MSCI Inc(MSCI)$ have all compounded their free cash flow per share by ≈ 20%+ over the last 15 years.
But it's not just the anti-fragile fintechs that have achieved this, so has the storage company Extra Space Storage $Extra Space Storage(EXR)$ .
Which on the list do you own?
$Fortinet(FTNT)$ has seen its revenue grow by 20% and its EPS grow by 41%.
It's been a fairly good quarter so far for the 10 companies in the Long Equity portfolio.
Impressive results for Fortinet
I’ve always felt this company to be underrated.
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