Donville Kent September newsletterhttps://donvillekent.com/wp-content/uploads/2024/10/DKAM-ROE-Reporter-September-2024.pdf
Current Compounders
GoEasy (GSY) – We first invested in GoEasy in January 2017 at $27.01/share.
As you can see from the historical financials, they were consistently growing
and margins were expanding. GoEasy could lend a $1 and make +$0.20 profit
per year on it, leading to +20% ROE year over year.
GoEasy is still generating an ROE well in excess of 20% and we still see a long
runway for growth as they expand product offerings and take more market share.
Good charts that don't paste.