To The Moon

High quality compounders you may not have heard of.🇺🇸 USAParker-Hannifin $Parker Hannifin(PH)$ Badger Meter $Badger Meter(BMI)$ Comfort Systems USA $Comfort Systems USA(FIX)$ 🇩🇪 GermanyATOSS SoftwareNemetschek $Nemetschek AG(NEMTF)$ 🇮🇹 ItalySOL Spa🇸🇪 SwedenMycronic $Mycronic AB(MYCRY)$ 🇨🇦 CanadaCelestica $Celestica(CLS)$ Namsys $Namsys, Inc.(NMYSF)$ 🇬🇧 UKAlfa Financial Software $Alfa Financial Software Holdings Ltd(AFLQF)$ Cerillion

Here's a list of high quality companies with FCF yields greater than the S&P 500 $S&P 500(.SPX)$ earnings yield (currently 3.4%). $Gaztransport Technigaz(GZPZF)$ $Applied Materials(AMAT)$ $Comfort Systems USA(FIX)$ $Parker Hannifin(PH)$ $Qualys(QLYS)$ $Intercontinental Exchange(ICE)$ $Jack Henry & Associates(JKHY)$ $Automatic Data Processing Inc(ADP)$ $NASDAQ(.IX

I own 12 stocks in my portfolio. Here's when I bought each one and here's how much the share price has gone up since I first made a purchase. Note that this is different to the portfolio's return, as there have been additional buys since, as the portfolio has expanded. $Applied Materials(AMAT)$ has only recently gone green. It's been in the red for most of the 22 months I've held it! I kept holding as it's one of the highest quality companies I've found. $NVIDIA(NVDA)$ $Visa(V)$ $Fair Isaac(FICO)$ $MasterCard(MA)$ $MSCI Inc(MSCI)$

This is how you manage money:- concentrate into high quality- low turnoverNo one does this better in my opinion than Valley Forge Capital. They focus on businesses with:- recurring revenues- dominant market position $Fair Isaac(FICO)$ $S&P Global(SPGI)$ $MasterCard(MA)$ $Moody's(MCO)$ $Intuit(INTU)$ $ASML Holding NV(ASML)$ $Equifax(EFX)$ $MSCI Inc(MSCI)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of

Here are the FCF yields of the companies in my portfolio, compared against the S&P 500 $S&P 500(.SPX)$ .While the yields may appear expensive, the growth rates are considerably higher than the S&P 500 average.Multiplying the FCF yield by the FCFps CAGR contextualises valuation by accounting for growth. Therefore, it's my view that all 12 companies have a far more attractive valuation than the S&P 500 index. Additionally, these companies are also above average in their quality. $Applied Materials(AMAT)$ $Visa(V)$ $MSCI Inc(MSCI)$ $MasterCard(MA)$

👑The economics of luxury companies is fascinating.Here's a checklist (based on lessons learned from $Hermes International SA(HESAF)$ , $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ , and others) on how to create the ultimate luxury brand.What's your favourite point? For me, it has to be artifical scarcity.ImageHere's the updated Global Compounders list. I'm considering removing the companies in pink. Companies in green have been recently added. What would you add/remove?ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Bo

I own 12 stocks in my portfolio. Here's when I bought each one and here's how much the share price has gone up since I first made a purchase. Note that this is different to the portfolio's return, as there have been additional buys since, as the portfolio has expanded. $Applied Materials(AMAT)$ has only recently gone green. It's been in the red for most of the 22 months I've held it! I kept holding as it's one of the highest quality companies I've found. $NVIDIA(NVDA)$ $Constellation Software, Inc.(CNSWF)$ $Cadence Design(CDNS)$ $Fair Isaac(FICO)$

Here are 7 companies with high and linear share price growth rates. Let me know which one is your favourite?⬇️⬇️⬇️1. $Arthur J. Gallagher(AJG)$ 20yr annualised growth rate: 13%Linearity: 0.87Image2. $McDonald's(MCD)$ 20yr annualised growth rate: 12%Linearity: 0.97Image3. $Costco(COST)$ 20yr annualised growth rate: 17% Linearity: 0.86Image4. $Badger Meter(BMI)$ 20yr annualised growth rate: 17% Linearity: 0.84Image5. $Cintas(CTAS)$ 20yr annualised growth rate: 17% Linearity: 0.87Image6. $O'Reilly(ORLY)$ 20yr annualised growth rate: 21% Linea

Here’s a list of companies providing payment services and innovating in the payment sector. Which is your favourite? $PayPal(PYPL)$ $Block, Inc.(XYZ)$ $Visa(V)$ $MasterCard(MA)$ $Coinbase Global, Inc.(COIN)$ $JPMorgan Chase(JPM)$ $Goldman Sachs(GS)$ $Bank of America(BAC)$ $Citigroup(C)$ $VISEN PHARMA-B(02561)$ $Western Union(WU)$

Asset LIGHT businesses generally outperform capital INTENSIVE businesses.Some of the best ratios for screening for asset light businesses are:- high return on tangible assets- low physical assets as a percentage of total assets- low CAPEX / OCF- margin expansionWhat would you add to this list?For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉💰CBA Mini Course 1: What is Cash