To The Moon

1.Here are the UK companies that have grown their share price above 18% per year since the global financial crisis.

$SIRIUS REAL ESTATE LTD(SRRLF)$$Judges Scientific PLC(JSCIF)$ $ASHTEAD GROUP PLC(AHT.UK)$ $CIVITAS SOCIAL(CSH.UK)$ $GAMES WORKSHOP(GAW.UK)$ $YOUGOV(YOU.UK)$ $JET2 PLC(JET2.UK)$ $RENEW HOLDINGS(RNWH.UK)$ $RESTORE(RST.UK)$ $IMPAX ASSET MANAGEMENT GROUP PLC(IPX.UK)$ $GLOBALDATA(DATA.UK)$ $GB GROUP(GBG.UK)$ $DIPLOMA(DPLM.UK)$ $HUTCHMED(00013)$ $LIONTRUST A.M.(LIO.UK)$ $LONDON STOCK EXCHANGE GROUP PLC(LSEG.UK)$ $Lok N Store Group PLC(LOKNF)$ $RIGHTMOVE PLC(RMV.UK)$ $OXFORD INSTRUMENTS PLC(OXIG.UK)$ $ACCESSO TECHNOLOGY GROUP PLC(ACSO.UK)$ $HALMA PLC(HLMA.UK)$ $SPIRAX-SARCO ENGINEERING PLC(SPX.UK)$ $Anglo Asian Mining Plc.(AGXKF)$ $ECKOH(ECK.UK)$ $CRODA INTERNATIONAL PLC(CRDA.UK)$ $HOWDEN JOINERY(HWDN.UK)$  I’m UK based, but sadly don’t own any UK companies. I do like Cerillion, YouGov and LSEG.

2.Texas Instrument's TXN$Texas Instruments(TXN)$ strategy is to maximise free cash flow per share growth. This has three elements:

• Building their business around competitive advantages
• Disciplined capital allocation
• Efficiency (max. output for every $ spent)

https://twitter.com/long_equity/status/1615737438147850240