Long Equity ✓

@long_equity · London, UK · joined 04 Jan 2022

Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/MEzmc2pDnx

82 941Followers

558Following

8 850Posts total

106.8KViews on collected posts

Son gönderiler

Long Equity ✓@long_equity17 Sep

https://t.co/3ddeYNRGgo 1.4K views · 0 likes · 0 reposts · 0 replies Open on X →

Long Equity ✓@long_equity16 Sep

@long_equity Great list! Lulu on there was interesting to see 293 views · 3 likes · 0 reposts · 0 replies Open on X →

Long Equity ✓@long_equity16 Sep

I like companies that can turn revenue growth into higher FCF growth, and can turn FCF growth into higher FCF/share growth. That's the beauty of margin expansion, share buybacks and multiple expansion. Here's a list of companies that are doing just that. https://t.co/n9OXJdXyxK

21.9K views · 261 likes · 27 reposts · 20 replies Open on X →

Long Equity ✓@long_equity14 Sep

Have you heard of Booz Allen Hamilton $BAH ? Shares outstanding dropping with strong linearity, while dividends per share are going up with strong linearity. https://t.co/tuReF3cLHQ

4.3K views · 16 likes · 1 reposts · 5 replies Open on X →

Long Equity ✓@long_equity14 Sep

The payout ratio is an important ratio that is often overlooked. I calculate it as dividend per share divided by free cash flow per share. The Travelers Companies $TRV averages a payout of just 14% of FCF, the majority of what's left is then used to reduce shares outsanding htt

4.2K views · 19 likes · 0 reposts · 3 replies Open on X →

Long Equity ✓@long_equity13 Sep

Name a company that has more consistent share price growth https://t.co/YXt9K6qW4L

14.8K views · 99 likes · 9 reposts · 12 replies Open on X →

Long Equity ✓@long_equity4 Apr

@long_equity Its not available in Asia and in ebook format. Is there any plans to introduce it ? 266 views · 1 likes · 0 reposts · 1 replies Open on X →

Long Equity ✓@long_equity6 Dec 2025

@long_equity The book has been ordered to go under the Xmas tree for me. 940 views · 3 likes · 0 reposts · 1 replies Open on X →

Long Equity ✓@long_equity5 Dec 2025

@long_equity Add Indonesia company, sir! 1.1K views · 2 likes · 0 reposts · 1 replies Open on X →

Long Equity ✓@long_equity4 Dec 2025

If you're looking to grow as an investor, then I have written a book and have created a spreadsheet of quality growth companies that features quality, linearity and valuation metrics. https://t.co/LnFEj7TMZZ

57.6K views · 247 likes · 23 reposts · 19 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 6 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme4 260bu hesap95210K–100K için medyan

Erişim, %5.14%bu hesap3.50%10K–100K için medyan

Etkileşim, %0.67%bu hesap1.56%10K–100K için medyan

Ölçüt	Bu hesap	10K–100K için medyan	Oran
Gönderi başına medyan görüntülenme	4 260	952	4.47×
Erişim (görüntülenme ÷ takipçi)	5.14%	3.50%	1.47×
Etkileşim oranı	0.67%	1.56%	0.43×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

57.6K4 Dec

1.1K5 Dec

9406 Dec

2664 Apr

14.8K13 Sep

4.2K14 Sep

4.3K

21.9K16 Sep

293

1.4K17 Sep

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.50%4 Dec

0.27%5 Dec

0.43%6 Dec

0.75%4 Apr

0.81%13 Sep

0.52%14 Sep

0.51%

1.42%16 Sep

1.02%

0.00%17 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.56%.

What the audience does

Likes45.7%651 in total

Reposts4.2%60 in total

Replies4.4%62 in total

Quotes0.2%3 in total

Bookmarks45.5%647 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.