Portfolio at the end of March 2024 - NVDA & NVO are top contributors

Long_Equity
03-30

Portfolio at the end of March 2024.

March performance: 2.1%

YTD performance: 17.8%

FCF ROC = 35%

FCF per share CAGR (5yr) = 22%

FCF linearity (5yr) = 0.88

FCF Margin Expansion (5yr) = 4%

FCF Yield = 2.80%

Interest expense = 6% of operating profit

Change in share count (5yr) = -9%

We exited our position in $Alphabet(GOOG)$ $Alphabet(GOOGL)$ . The top contributors to performance were $NVIDIA Corp(NVDA)$ and $Novo-Nordisk A/S(NVO)$ . The top detractors from performance were $Fortinet(FTNT)$ and $Fair Isaac(FICO)$ .

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https://twitter.com/long_equity/status/1773788366833635699

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  • NormaHansen
    ·04-01
    NVDA and NVO carrying the team, nice.
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  • bubblyx
    ·04-01
    👍
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