To The Moon

1.Triple Frond is one of my favourite funds to follow. They’ve just sold Moody’s and bought Illumina and TransUnion. $ASML Holding NV(ASML)$ $CCC Intelligent Solutions Holdings Inc.(CCC)$ $Amazon.com(AMZN)$ $Illumina(ILMN)$ $TransUnion(TRU)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $TransDigm(TDG)$

Here's how $Lam Research(LRCX)$ turned 13% revenue growth into 34% share price growth.- Margin expansion- Cash conversion- Buybacks- Multiple expansionFour of the highest quality companies globally are manufacturers of semiconductor equipment.Here are the latest dashboards for $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$ .Which will produce the highest returns over the coming years?For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trad

1.Four of the highest quality companies globally are manufacturers of semiconductor equipment.Here are the latest dashboards for $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$.Which will produce the highest returns over the coming years? 2.Here are companies that 6 quality funds have in common. These include AKO, Akre, Fundsmith and Valley Forge. Let's see how this list changes as we enter 13F season! $MSCI Inc(MSCI)$ $ASML Holding NV(ASML)$ $Amazon.com(AM

Arista Network took a bit of a beating today. Here’s a breakdown of returns since first purchase and a breakdown of my portfolio and watchlist (favourites are underlined).Why I prefer it to $ASML Holding NV(ASML)$ ? Higher returns on capital and more consistent growth, with good buybacks. But not too much in it. ASML is also great.Table listing holdings with columns for company names like $NVIDIA(NVDA)$ $Cadence Design(CDNS)$ $Fair Isaac(FICO)$, first purchase dates such as 18-Jul-22 for NVIDIA, and return percentages including 1147 percent for NVIDIA and 96 percent for Mastercard. Second table categorizing companies und

Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. $Plexus(PLXS)$ $Old Dominion Freight Lines(ODFL)$ $Tractor Supply(TSCO)$ $Landstar(LSTR)$ $Visa(V)$ $RIGHTMOVE PLC(RMV.UK)$ $Cavco(CVCO)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Cognizant Technology Solutions Corp(CTSH)$

SEPTEMBER 2025 FactsheetNo new positions.The portfolio is optimised for return on capital, growth rate and pricing power.Cash Return on Capital = 38%5yr FCF/share CAGR = 29% Only 3 of the 13 positions have been held for <12 months. The aim is to reduce the number of holdings to 12 in the next 3-6 months.There were no outright sales or purchases. The top contributors to performance were $Comfort Systems USA(FIX)$ and $Fair Isaac(FICO)$ . The top detractors from performance were $MasterCard(MA)$ and $Cadence Design(CDNS)$ .ImageFor SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Acc

What are your views on the future of $Visa(V)$ ? Here's my dashboard. I appreciate the high returns on capital, consistent growth and commitment to buybacks.ImageFor SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Other helpful links:💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!

Currently looking at these two small-cap compounders- Extra Space Storage Inc. $Extra Space Storage(EXR)$ - Littelfuse Inc. $Littelfuse(LFUS)$ Both have compounded FCFps at a high rate and with a high level of predictability (linearity).ImageImageHere's Littelfuse FCF per share over the last 15 years.ImageAnd here's Extra Space Storage Inc. FCF per share over the last 15 years.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：💰Join the TB Contra Telegram Group to Get $10 Trading Voucher

I first purchased Comfort Systems USA $Comfort Systems USA(FIX)$ in July. It has since gone up 20%. They’ve just reported a doubling of profit and order backlog. Judging by its backlog, there’s probably a long runway for growth for this oneQuality companies rarely appear cheap. Typically the companies I own that appear the most expensive are the ones that perform the best. I gave up on value investing a long time ago.Definitely one to watch.ImageImageFor 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：💰Join the TB Contra Telegram Group

Here's a list of US companies that have maintained their return on capital above 10% for the last 10 years, and have also compounded their invested capital. $MasterCard(MA)$ $Fortinet(FTNT)$ $KLA-Tencor(KLAC)$ $NVIDIA(NVDA)$ $PayPal(PYPL)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Intuit(INTU)$ $Palo Alto Networks(PANW)$ ImageFor whom haven't ope