Here's our latest list of global quality compounders

Long_Equity
2024-06-03

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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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