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9.7% pa
Since February 2023
-4.7%
3 months
-9.8%
6 months
4.9%
12 months
Full time investor. With my investing partner, we hunt for moaty businesses that meet our checklist metrics - very strong team/corporate cultures, 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 adjust positions when it’s favourable…