Following companies - Strawman: ASX share price, valuation, research and discussion

Karmast

Karmast

Follow

Mute

#43

Ranked

29

Followers

Performance

Community Engagement

Community Endorsement

How do I earn badges?

13.5% pa

Since February 2023

-4.0%

3 months

-4.4%

6 months

11.8%

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…

Portfolio Activity Trades Badges Following

Following Members (8) Following Companies (19)

Company

Held By

Following

Activity

Actions

PTB Group Limited

Held By

Following

39

Activity

1

Infigen Energy Limited

Held By

3

Following

18

Activity

0

Paradigm Biopharmaceuticals Limited

Held By

131

Following

170

Activity

0

Duratec Limited

Held By

29

Following

42

Activity

0

Nick Scali Limited

Held By

38

Following

83

Activity

0

Healthia Limited

Held By

19

Following

21

Activity

0

James Hardie Industries plc

Held By

29

Following

25

Activity

0

Held By

96

Following

117

Activity

0

Jumbo Interactive Limited

Held By

114

Following

214

Activity

0

JB Hi-Fi Limited

Held By

80

Following

55

Activity

0

Silk Logistics Holdings Limited

Held By

12

Following

22

Activity

0

Vanguard MSCI Australian Small Companies Index ETF

Held By

18

Following

5

Activity

0

MMA Offshore Limited

Held By

21

Following

19

Activity

0

Held By

186

Following

183

Activity

8

Dicker Data Limited

Held By

121

Following

208

Activity

0

Charter Hall Group

Held By

17

Following

19

Activity

0

Held By

6

Following

7

Activity

0

Held By

59

Following

71

Activity

0

Adrad Holdings Limited

Held By

23

Following

32

Activity

0