To The Moon

1.The world's highest quality compounders - the best companies from all the main markets.

Thanks to everyone who commented on my previous posts. This version reflects suggestions. What should I add/remove for the next version?

$Apple(AAPL)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Adobe(ADBE)$ $NVIDIA Corp(NVDA)$ $Moody's(MCO)$ $Intuit(INTU)$ $Nike(NKE)$ $Microsoft(MSFT)$ $McDonald's(MCD)$ $Johnson & Johnson(JNJ)$ $IDEXX Laboratories(IDXX)$ $Costco(COST)$ $Coca-Cola(KO)$ $Automatic Data Processing Inc(ADP)$ $Edwards Lifesciences(EW)$ $Danaher(DHR)$ $Analog Devices(ADI)$ $A.O. Smith(AOS)$ $Abbott Laboratories(ABT)$ 2.Which financial metric do you see hardly anyone else talk about?

Mine has to be: volatility of FCF per share growth

What’s yours?

3.I have a 23 stock portfolio.

I would say that I’m very concentrated, as I only have positions in:

• Credit rating agencies
• Payment services
• Corporate/HR/accounting software
• Semiconductors
• Data providers
• Healthcare
• Consumer

How do you concentrate?

https://twitter.com/long_equity/status/1627090078152663040