US-Listed Companies: Global Revenue Distribution
10 of the 12 companies I invest in are listed in the US.
But only 44% of their revenue is derived from North America.
$Fair Isaac(FICO)$ has the most US exposure, while $KLA-Tencor(KLAC)$ has the least (27% China, 24% Taiwan, 18% Korea).
You can be globally diversified just by owning US stocks.
$Fair Isaac(FICO)$ $Novo-Nordisk A/S(NVO)$ $Constellation Software, Inc.(CONSF)$ $Microsoft(MSFT)$ $Cadence Design(CDNS)$ $MSCI Inc(MSCI)$ $NVIDIA Corp(NVDA)$ $Visa(V)$ $Fortinet(FTNT)$ $MasterCard(MA)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$
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https://x.com/long_equity/status/1807141570854138108
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