#76

Ranked

42
Followers
PerformanceCommunity EngagementCommunity Endorsement
12.1% pa
Since February 2023
-7.2%
3 months
12.2%
6 months
5.6%
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 add to positions when it’s favourable…
Company
Held By
Following
Activity
Actions
Held By
Following
38
Activity
1


Held By
3
Following
17
Activity
0


Held By
131
Following
174
Activity
0


Held By
28
Following
58
Activity
0


Held By
37
Following
91
Activity
0


Held By
19
Following
21
Activity
0


Held By
34
Following
27
Activity
0


Held By
93
Following
121
Activity
0


Held By
118
Following
228
Activity
0


Held By
84
Following
58
Activity
0


Held By
4
Following
22
Activity
0


Held By
21
Following
5
Activity
0


Held By
Following
19
Activity
0


Held By
193
Following
206
Activity
0


Held By
119
Following
220
Activity
0


Held By
13
Following
20
Activity
0


Held By
6
Following
11
Activity
0


Held By
59
Following
78
Activity
0


Held By
45
Following
57
Activity
0


Held By
60
Following
127
Activity
10


Held By
51
Following
67
Activity
0


Held By
142
Following
52
Activity
0


Held By
125
Following
125
Activity
0


Held By
17
Following
42
Activity
0


Held By
446
Following
527
Activity
0


Held By
50
Following
92
Activity
0


Held By
38
Following
43
Activity
0


Held By
97
Following
217
Activity
0


Held By
383
Following
405
Activity
2