#13

Ranked

40
Followers
PerformanceCommunity EngagementCommunity Endorsement
14.3% pa
Since February 2023
2.8%
3 months
6.6%
6 months
2.7%
12 months
Full time investor. With my investing partner, we hunt for moaty 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…
Company
Held By
Following
Activity
Actions
Held By
Following
38
Activity
1


Held By
3
Following
18
Activity
0


Held By
131
Following
172
Activity
0


Held By
29
Following
50
Activity
0


Held By
35
Following
87
Activity
0


Held By
19
Following
21
Activity
0


Held By
32
Following
25
Activity
0


Held By
99
Following
118
Activity
1


Held By
122
Following
217
Activity
0


Held By
90
Following
57
Activity
0


Held By
7
Following
23
Activity
0


Held By
19
Following
5
Activity
0


Held By
Following
19
Activity
0


Held By
185
Following
191
Activity
0


Held By
137
Following
215
Activity
0


Held By
14
Following
20
Activity
0


Held By
7
Following
10
Activity
0


Held By
67
Following
76
Activity
27


Held By
27
Following
36
Activity
0


Held By
60
Following
125
Activity
0


Held By
55
Following
65
Activity
0


Held By
53
Following
28
Activity
2


Held By
132
Following
120
Activity
0


Held By
16
Following
41
Activity
0


Held By
403
Following
501
Activity
0