To The Moon

NOVEMBER 2025 FactsheetOUT: $Arista Networks(ANET)$ and $Constellation Software, Inc.(CNSWY)$ IN: $Lam Research(LRCX)$ The portfolio is optimised for return on capital, growth rate and pricing power. Cash Return on Capital = 40% 5yr FCF/share CAGR = 27%Only 3 of the 13 positions have been held for <12 months.We exited our positions in Arista Networks and Constellation Software, and began a new position in Lam Research, The top contributors to performancewere $Fair Isaac(FICO)$ and $Applied Materials(AMAT)$ . The top detractors from performancewere

Here are the some of the companies that Dev Kantesaria no longer holds in his Valley Forge portfolio: $Monster Beverage(MNST)$ $Nike(NKE)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Autodesk(ADSK)$ $Aspen Technology(AZPN)$ $Adobe(ADBE)$ And here's what he owns today: $Fair Isaac(FICO)$ $S&P Global(SPGI)$ $MasterCard(MA)$ $M

The TOLL Durable Quality ETF invests in companies with long term advantages. Here are their top 10 holdings. $GE Aerospace(GE)$ $Visa(V)$ $Intuit(INTU)$ $Performance Food(PFGC)$ $Cboe Global Markets, Inc(CBOE)$ $Thermo Fisher Scientific(TMO)$ $Lam Research(LRCX)$ $Moody's(MCO)$ $MSCI Inc(MSCI)$ $KLA-Tencor(KLAC)$ For SG users only, Welcome to open a CBA today and enjoy acces

Most quality funds own one of these six companies. Which will be the first to drop and why? $Visa(V)$ $Microsoft(MSFT)$ $S&P Global(SPGI)$ $MasterCard(MA)$ $Alphabet(GOOG)$ $Moody's(MCO)$ The one with the most inflated valuation might be the first to fall. High expectations can be tough to meet in a volatile market. Valuation will of course be a huge factor.Definitely not saying sell. They're all very high quality companies. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcomin

Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. Which do you like? $Plexus(PLXS)$ $Old Dominion Freight Lines(ODFL)$ $Tractor Supply(TSCO)$ $Landstar(LSTR)$ $RIGHTMOVE PLC(RMV.UK)$ $Demant AS(WILLF)$ $Cavco(CVCO)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Cognizant Technology Solutions Corp(CTSH)$

1.Triple Frond is one of my favourite funds to follow. They’ve just sold Moody’s and bought Illumina and TransUnion. $ASML Holding NV(ASML)$ $CCC Intelligent Solutions Holdings Inc.(CCC)$ $Amazon.com(AMZN)$ $Illumina(ILMN)$ $TransUnion(TRU)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $TransDigm(TDG)$

Here's how $Lam Research(LRCX)$ turned 13% revenue growth into 34% share price growth.- Margin expansion- Cash conversion- Buybacks- Multiple expansionFour of the highest quality companies globally are manufacturers of semiconductor equipment.Here are the latest dashboards for $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$ .Which will produce the highest returns over the coming years?For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trad

1.Four of the highest quality companies globally are manufacturers of semiconductor equipment.Here are the latest dashboards for $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$.Which will produce the highest returns over the coming years? 2.Here are companies that 6 quality funds have in common. These include AKO, Akre, Fundsmith and Valley Forge. Let's see how this list changes as we enter 13F season! $MSCI Inc(MSCI)$ $ASML Holding NV(ASML)$ $Amazon.com(AM

Arista Network took a bit of a beating today. Here’s a breakdown of returns since first purchase and a breakdown of my portfolio and watchlist (favourites are underlined).Why I prefer it to $ASML Holding NV(ASML)$ ? Higher returns on capital and more consistent growth, with good buybacks. But not too much in it. ASML is also great.Table listing holdings with columns for company names like $NVIDIA(NVDA)$ $Cadence Design(CDNS)$ $Fair Isaac(FICO)$, first purchase dates such as 18-Jul-22 for NVIDIA, and return percentages including 1147 percent for NVIDIA and 96 percent for Mastercard. Second table categorizing companies und

Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. $Plexus(PLXS)$ $Old Dominion Freight Lines(ODFL)$ $Tractor Supply(TSCO)$ $Landstar(LSTR)$ $Visa(V)$ $RIGHTMOVE PLC(RMV.UK)$ $Cavco(CVCO)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Cognizant Technology Solutions Corp(CTSH)$