To The Moon

Europe's highest quality companies

What would you add? Which would you remove?I’m not sure if automobiles have quality business models. But Ferrari could be seen as more of a luxury item.

Even though these are highly qualitative businesses, they aren’t necessarily good investments due to high valuation. Most of them will likely generate good returns, but some could be overvalued and thus develope poorly.

Looking for European compounders?

Here are the European companies with the highest 20-year CAGRs.

Which do you hold?

$NEMETSCHEK SE(NEMKY)$ $ASHTEAD GROUP PLC(AHT.UK)$ $Sartorius AG(SARTF)$ $CTS Eventim AG & Co. KGAA(CEVMF)$ $Fuchs Petrolub SE(FUPBY)$ $4imprint Group Plc(FRRFF)$ $Sartorius Stedim Biotech(SDMHF)$ $Lotus Bakeries NV(LOTBY)$ $Genmab A/S(GMAB)$ $Basler Ag(BSLAF)$ $Ambu A/S(AMBBY)$ $IMPAX ASSET MANAGEMENT GROUP PLC(IPX.UK)$ $Stratec SE(STSEY)$ $DSV A S(DSDVF)$ $ACCESSO TECHNOLOGY GROUP PLC(ACSO.UK)$ $Sydbank A/S(SYANY)$ $Swissquote Group Holding AG(SWQGF)$ $Eurofins Scientific Nante(ERFSF)$ $Diploma Plc.(DPLMF)$ $Novo-Nordisk A/S(NVO)$ $ALTAREIT(ATRTF)$ $ASML Holding NV(ASML)$ $Temenos AG(TMNSF)$ $Skechers USA(SKX)$ $Reply SPA(RPYTF)$ $Biotest AG(BIESF)$ $Hermes International SA(HESAY)$ $Bechtle AG(BECTY)$ https://twitter.com/long_equity/status/1611023242403221504