These companies have three growth advantages
Three factors influence FCF per share growth:
1. Revenue growth
2. FCF margin expansion
3. Share buy backs
Here's a list of companies doing all three. $MasterCard(MA)$ $Fortinet(FTNT)$ $KLA-Tencor(KLAC)$ $MSCI Inc(MSCI)$ $Manhattan Associates(MANH)$ $IDEXX Laboratories(IDXX)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Expeditors(EXPD)$ $Intercontinental Exchange(ICE)$ $Meta Platforms, Inc.(META)$
https://twitter.com/long_equity/status/1769464927352152248
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- LEESIMON·03-19🩷GoodLikeReport
- Alex Tan·03-18niceLikeReport