Some obscure facts I keep track of in regards to my portfolio companies
I like my spreadsheet for keeping track of some of the KPIs I care about, so here are some interesting ones:

  • 83% are based in the US
  • 72% FCF positive with majority at 20% FCF margin or greater
  • 94% with negative net debt (cash surplus)
  • An overwhelming majority of them beating revenue and EPS expectations in about 90%+ of the time in the past 5Y or since listing
  • 72% expected to grow at T+2FY CAGR of 15% or greater, with 50% expected to grow T+2FY CAGR of 25% or greater
  • 80%+ of the companies scoring 80% or better in "Recommend to a friend", "CEO Approval" categories on Glassdoor, with 89% of them scoring 4,0/5 or greater on total company rating
  • 83% are founder led or with at least one of the founders involved with the company
  • 61% of them do have some sort of an investment arm (ventures, etc.)
  • 72% of the companies have insiders own 5% of the company or more
  • 67% were founded prior to 2008 GFC (should be able to weather tough storms)
  • 67% of them are purely SW businesses
  • While a majority of them aren't a part of either S&P 500, Nasdaq 100 or both.

There you go, my data demon was just released!
Jazzi Young's avatar
Ha ha ha "negative net debt" ... made me think twice because it's almost like a double negative. It's Saturday morning Australia time and I'm sitting here with a full cup of coffee. Realised I need to drink it first to kick start the brain before reading more posts on Commonstock !
Samuel Meciar's avatar
@jazziyoung hahaha cheers!

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