Nice
The world's highest quality compounders - the best companies from all the main markets
@Long_Equity：
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
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.
Like
Report
Login to post
No comments yet