Hi @Bear77 - thanks for the analysis - really interesting. From what I can see, the ASX 300 accumulation index has generated a 5.8% in the same time period. Fair to say, a handy outperformance. Of course, it's only 1 year, and not the point given it's a 3 year experiment, but a very good start!

Sorry for the slow reply but after confirmation of the FDA pivotal study announced today I am going to give OCC Orthocell my high conviction stock. I have been perplexed by how under appreciated OCC has been and I think it has been largely due to the biotech sector being out of favour.

It has 1 product already FDA approved (Striate) for dental repair with a $23M upfront exclusive license for distribution from BioHorizons, Remplir for nerve repair is already approved in ANZ and Singapore and successful trial results for OrthoATI for tennis elbow (applicable to other tendon injuries) and third product SmrtGraft for tendon repair.

Although I questioned the appointment of Kim Beazley to the board, the appointment of Fiona Wood was a good move and the strategic roll out of approvals in key markets has been successful.

If the sales of these products hit forecast Striate and Remplir could generate $300M in recurring revenue. The recent raise of $17M after a significant SP increase makes sense and the appointment of Senior US execs for Remplir all give me confidence in the management.

Original post that started this thread:

By Duffshot38

Highest conviction stock with great management you trust

Got asked this question by a friend recently and right at the moment I struggled to give him a confident answer off the cuff.

Really curious on what others would say right now. Assume you were investing a chunk of capital today and had a 3 year horizon.

I've just repeated this to get it up the top of the thread where it belongs. Just a quick tip guys and gals - when adding to these threads, especially when responding to a question, please use the "REPLY" button, not the "Add New Post" button, because adding a new post places it at the top and stuffs up the sequence and people can't read the posts in the order they were written, whereas using the "Reply" button will place your comment or post below, where it should go.

I will (perhaps predictably) nominate Smart Parking. Shares aren't cheap at the moment, but I also don't think they are ridiculously expensive. I have owned for over five years and haven't sold a single share, only buying over that time. I would be comfortable adding to my position today if it wasn't already such a big part of my portfolio.

Big fan of management. They are pragmatic, have some skin in the game themselves and understand the industry very well.