#4

Ranked

14
Followers
PerformanceCommunity EngagementCommunity Endorsement
0.9%
Since February 2026
n/a
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
17
Activity
0


Held By
5
Following
6
Activity
1


Held By
177
Following
156
Activity
1


Held By
177
Following
213
Activity
0


Held By
69
Following
42
Activity
0


Held By
46
Following
39
Activity
0


Held By
295
Following
384
Activity
3


Held By
32
Following
22
Activity
0


Held By
7
Following
9
Activity
0


Held By
60
Following
45
Activity
0


Held By
117
Following
221
Activity
0


Held By
103
Following
109
Activity
1


Held By
72
Following
107
Activity
0