Karmast
Karmast
Mute
#111

Ranked

42
Followers
PerformanceCommunity EngagementCommunity Endorsement
How do I earn badges?

You earn badges by outperforming the market over various time periods, voting on content, and posting straws and valuations.

12.0% pa
Since February 2023
-8.2%
3 months
4.5%
6 months
7.5%
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…
Portfolio Activity Trades Badges Following
Following Members (9) Following Companies (29)
Company
Held By
Following
Activity
Actions
PTB Group Limited
ASX:PTB
Held By
Following
38
Activity
1
Infigen Energy Limited
ASX:IFN
Held By
3
Following
17
Activity
0
Paradigm Biopharmaceuticals Limited
ASX:PAR
Held By
131
Following
174
Activity
0
Duratec Limited
ASX:DUR
Held By
28
Following
58
Activity
0
Nick Scali Limited
ASX:NCK
Held By
36
Following
91
Activity
0
Healthia Limited
ASX:HLA
Held By
19
Following
21
Activity
0
James Hardie Industries plc
ASX:JHX
Held By
34
Following
28
Activity
0
Codan Limited
ASX:CDA
Held By
93
Following
121
Activity
0
Jumbo Interactive Limited
ASX:JIN
Held By
116
Following
228
Activity
0
JB Hi-Fi Limited
ASX:JBH
Held By
84
Following
58
Activity
0
Silk Logistics Holdings Limited
ASX:SLH
Held By
4
Following
22
Activity
0
Vanguard MSCI Australian Small Companies Index ETF
ASX:VSO
Held By
22
Following
5
Activity
0
MMA Offshore Limited
ASX:MRM
Held By
Following
19
Activity
0
ResMed Inc.
ASX:RMD
Held By
195
Following
206
Activity
0
Dicker Data Limited
ASX:DDR
Held By
118
Following
220
Activity
0
Charter Hall Group
ASX:CHC
Held By
13
Following
20
Activity
0
Civmec Limited
ASX:CVL
Held By
6
Following
11
Activity
0
Data#3 Limited
ASX:DTL
Held By
60
Following
78
Activity
0
Adrad Holdings Limited
ASX:AHL
Held By
44
Following
57
Activity
1
Corporate Travel Management Limited
ASX:CTD
Held By
60
Following
127
Activity
0
Mader Group Limited
ASX:MAD
Held By
51
Following
67
Activity
0
Vaneck Bitcoin Etf
ASX:VBTC
Held By
147
Following
53
Activity
0
Mineral Resources Limited
ASX:MIN
Held By
125
Following
125
Activity
0
VEEM Ltd
ASX:VEE
Held By
17
Following
42
Activity
0
Catapult Sports Ltd
ASX:CAT
Held By
450
Following
528
Activity
0
PWR Holdings Limited
ASX:PWH
Held By
50
Following
94
Activity
0
CAR Group Limited
ASX:CAR
Held By
38
Following
43
Activity
0
Technology One Limited
ASX:TNE
Held By
100
Following
218
Activity
0
CSL Limited
ASX:CSL
Held By
387
Following
405
Activity
0