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My best performing stocks this year have been NVIDIA, FICO and Cadence
@Long_Equity：
Portfolio at the end of December and the end of 2023. No new positions. 2023 performance: 31.1% 5yr FCF per share CAGR = 20% FCF ROC = 32% FCF Margin = 34% FCF Yield = 3.34% Share price linearity (5yr) = 0.87 Image There were no outright sales or purchases. The top contributors to performance were $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $ASML Holding NV(ASML)$ . $Microsoft(MSFT)$ was the only detractor from performance. My best performing stocks this year have been $NVIDIA Corp(NVDA)$ $Fair Isaac(FICO)$ $Cadence Design(CDNS)$. A breakdown of Cadence Design System's revenues and income statement. In short, a globally diverse business with wide margins. Image https://twitter.com/long_equity/status/1740861915692417520
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