The top contributors to performance were TechnologyOne and NVIDIA in May
A few days late (I was travelling in Sweden and Finland), but here's my factsheet for May.
While $Fair Isaac(FICO)$ dropped -13% and $Cadence Design(CDNS)$ dropped -4% in May, this was helpfully offset by $Technology One, Ltd.(THNOF)$ going up by 37% and $NVIDIA(NVDA)$ going up by 24%.
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How to find great companies:
• Capital allocation: FCF ROC >20%
• Pricing power: FCF Margin >25%
• Growth: FCF per share CAGR >15%
If you had to add one more what would it be?
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