TMac

TMac
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ABOUT
I am an investment manager who oversees roughly $25M in assets. We oversee a focused portfolio of roughly 20 stocks. Our investment criteria looks for companies with little/no debt, high returns on invested capital, high return on equity and assets, significant free cash flow, wide competitive moats, and trading at a significant discount to intrinsic value.
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Stocks - long
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