From $FICO to $NVDA: Ranking 2026’s Must-Own Compounders
The Q2 ‘26 earnings season continues, with portfolio companies $KLA-Tencor(KLAC)$ and $MasterCard(MA)$ announcing results over the last couple of days.
Massive acceleration is appearing:
• FICO: 16% ➡️ 39% Rev Growth
• Comfort Systems: 121% EPS growth
Here's a full breakdown of the results so far for the Long Equity portfolio.
Which one of these is a "must-own" asset for the rest of 2026?
$NVIDIA(NVDA)$ $Visa(V)$ $MasterCard(MA)$ $Fair Isaac(FICO)$ $Cadence Design(CDNS)$
PS: Having a barrier to entry doesn’t guarantee growth.
Having pricing power doesn’t guarantee growth.
Having switching costs doesn’t guarantee growth.
Having a large total addressable market doesn’t guarantee growth.
Growth only comes when these advantages come together and are properly utilised. Execution turns potential into momentum.
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