#20

Ranked

17
Followers
PerformanceCommunity EngagementCommunity Endorsement
19.1%
Since February 2026
20.3%
3 months
n/a
6 months
n/a
12 months
Conviction driven investor focused on execution, governance, and whether a company can deliver. I track operators, incentives, capital discipline, and board behaviour under pressure. I hold 12+ months to let the thesis mature and capture the CGT discount. I run three portfolios: Speculative, Dividend and Capital Gains, and Long Term Capital Gains (ASX 300).
Company
Held By
Following
Activity
Actions
Held By
44
Following
18
Activity
1


Held By
5
Following
6
Activity
0


Held By
177
Following
156
Activity
0


Held By
184
Following
214
Activity
1


Held By
71
Following
42
Activity
0


Held By
46
Following
39
Activity
0


Held By
297
Following
386
Activity
0


Held By
32
Following
23
Activity
1


Held By
8
Following
11
Activity
0


Held By
60
Following
45
Activity
0


Held By
117
Following
220
Activity
5


Held By
103
Following
109
Activity
0


Held By
73
Following
108
Activity
0


Held By
2
Following
1
Activity
0


Held By
15
Following
17
Activity
0