Long Equity
Long Equity

@long_equity

4 Tweets 3 reads Oct 03, 2022
The S&P 500, from Feb 09 - Jan 22, grew 6.2% each year, with a linearity of 0.96.
Here are the top 20 US large, mid and small caps that beat the S&P 500 over this same time period with linear share price growth.
Read more about linearity here: longeq.com
What is linearity in this context? How straight the share price growth is.
How do I calculate it? I don't share that information, but I do share my findings.
What about valuation? My personal findings show that linear share price growth is driven more by earnings than multiples
Essentially linearity means I'm screening for companies that have share price growth that look like thisπŸ‘‡
Not only has Balchem's share price grown at a linearity of 0.96, so has its FCF/share.

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