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15.5% pa
Since February 2023
1.8%
3 months
0.5%
6 months
15.4%
12 months
Full time investor. With my investing partner, we hunt for businesses that meet our checklist metrics - high ROE/ROC, double digit growth in revenue and EPS and cash flow over many years, insider ownership, low debt to equity and often small market shares, plus a margin of safety when we enter. Then we wait and add to positions when it’s favourable…