Here's our latest list of global quality compounders
UPDATED: Here's our latest list of global quality compounders.
Thanks to everyone who commented on the previous versions.
Any obvious ones missing or need removing?
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If we had to create 3 lists with priorities 1, 2, and 3 and we could only add 5 items in each, what would you choose?
List 1: $Visa(V)$ $MasterCard(MA)$ $Cadence Design(CDNS)$ $Fair Isaac(FICO)$ $NVIDIA Corp(NVDA)$ $Microsoft(MSFT)$
List 2: $Applied Materials(AMAT)$ $ASML Holding NV(ASML)$ $KLA-Tencor(KLAC)$ $Fortinet(FTNT)$ $China Shenhua Energy Co., Ltd.(CSUAY)$
List 3: $Novo-Nordisk A/S(NVO)$ $MSCI Inc(MSCI)$ $Synopsys(SNPS)$ $TECHNOLOGY ONE LTD(TNE.AU)$
Feel free to share yours!
https://x.com/long_equity/status/1797615995282248058
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- Taurus Pink·2024-06-05LikeReport