1.Here are some of the companies that I would be happy to own, but don’t currently own:
- Texas Instruments$Texas Instruments(TXN)$
- Diasorin$Diasorin S.R.L.(DSRLF)$
- Paychex$Paychex(PAYX)$
- Expeditors International $Expeditors(EXPD)$
- Zebra Tech$Zebra(ZBRA)$
- Aspen Tech$Aspen Technology(AZPN)$
- CSL$Carlisle(CSL)$
- Zoetis$Zoetis(ZTS)$
- Synopsys$Synopsys(SNPS)$
- Autodesk$Autodesk(ADSK)$
- IDEXX$IDEXX Laboratories(IDXX)$
- Fair Isaac$Fair Isaac(FICO)$
2.Some dividend aristocrats are also linear compounders. Here's the complete list
* linearity is measured as R-squared
** returns do not include dividends
Own:$S&P Global(SPGI)$ ,$Automatic Data Processing Inc(ADP)$
Watchlist: $West Pharmaceutical(WST)$ $Expeditors(EXPD)$ $Procter & Gamble(PG)$ https://twitter.com/long_equity/status/1568876867805118466
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