half yearly report, page-16

Spielly
i'd like to find another ESS too and would appreciate learning others top choice.ess is right up there amongst my best performing.
Looking over my current portfolio, I'd say the most likely to excell over the medium term is QTG. They have divested their historical cash drains(high R&D, chasing bluesky)at a profit and reinvested in and become a security systems distribution co.The CEO knows the trade better than any, has hit all his targets for the last 2-3 years and has further growth budgetted.I guess unlike ESS it is less of an established co though.
Looking back,the main reason for my best picks has been being brave enough to invest in the middle of GFC in good, highly undervalued businesses.ESS amongst them. None that I can see today really stick out to the same degree as then