@valuehurts Avatar @valuehurts ValueHurts

ValueHurts posts on X about in the, $imbl, business, gas the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 33.04% stocks 14.29% countries 10.71% travel destinations 3.57% celebrities 3.57% technology brands 3.57% fashion brands 2.68% luxury brands 2.68% currencies 2.68% social networks 1.79%

Social topic influence in the 11.61%, $imbl 8.93%, business 7.14%, gas 6.25%, debt 5.36%, oil 5.36%, dividend 4.46%, $dgel #29, $ashml #55, we are 4.46%

Top accounts mentioned or mentioned by @elonmusk @capitalatrisk23 @spanesar1993 @returnsjourney @ianmiles @purdieworldwide @passportandpix @jamesbg @mpelletiercio @marionawfal @markswjg @avenaim @drelidavid @noholyscripture @kirbypj @jameslucasit @progintl @jaisetaise @picturesfoider @lebronex

Top assets mentioned Schlumberger NV (SLB) Nov Inc (NOV)

Top Social Posts

Top posts by engagements in the last [--] hours

"Starting to look at London Stock Exchange RELX Experian here in the U.K. $LSEG.L $RELX.L $EXPN.L you have to start nibbling somewhere also noting the glorious strength in oil services. NOV and SLB doing great and Hunting finally going for the big breakout. $NOV $SLB $HTG.L"
X Link 2026-02-05T08:10Z [----] followers, [---] engagements

"@avenaim @DrEliDavid Like the Afghans Vietnamese Russians Iraqis and Syrians How did those go"
X Link 2023-12-20T12:26Z [----] followers, 79.6K engagements

"New balance. (Private) Biscoff Biscuits and pretty much all the brands of Lotus bakeries $lotb.br Things that I think will come back. Puma shoes. The running shoes are really good now their casual iconic 90s flats are perfect for a comeback with teenagers. $pum.de Burberry has had a refresh and the new designs look great. $brby.l It wont ever be Hermes though. Updated Type and logo. Stock is well priced by the looks of it. https://twitter.com/i/web/status/1754987539818045760 https://twitter.com/i/web/status/1754987539818045760"
X Link 2024-02-06T21:56Z [----] followers, [---] engagements

"You want deep value I give you Vodafone $VOD.L one of the biggest telecom companies in the world p/e of [--] price to book of under [---] dividend yield of 12%. 🤮 It will probably do great over the next few years"
X Link 2024-02-08T23:23Z [----] followers, 29.7K engagements

"@NoHolyScripture @elonmusk BBC lol to be fair they do produce some good drama but in the U.K. its a joke. Only of interest to a small circle of rich people in North London"
X Link 2024-12-30T19:32Z [----] followers, [----] engagements

"@kirby_pj @elonmusk Bet you voted remain. Lol 😂"
X Link 2025-01-02T18:19Z [----] followers, [----] engagements

"@JamesLucasIT Moscow absolutely excellent restaurants bars incredible history museums and scale. Architecture is wild. Biggest city in Europe. Nightlife is incredible and the women are beautiful beyond belief. Shame its more difficult to visit now with the stupid war"
X Link 2025-01-03T19:56Z [----] followers, 15.2K engagements

"$IMB.L $HAYPP.ST $BATS.L"
X Link 2025-04-09T07:58Z [----] followers, [---] engagements

"This Glencore position has been great so far. Also saw large positions with David Ibens Kopernik and Azvalor pretty much bottom ticked the stock back in April. I would like to say skill but it was luck Coal Copper and trading are the drivers here $glen.l Bought Glencore today. Sadly sold the remaining stake in VEON. Bought Glencore today. Sadly sold the remaining stake in VEON"
X Link 2025-10-29T08:43Z [----] followers, [----] engagements

"Im warming up to SIKA here still a long runway of acquisitions and growth ahead. Current global construction market is weak but will pick up at some point. $SIKA.SW Has been a fantastic winner over the last few decades and the model is not broken as far as I understand it. [--] acquisitions ytd. https://twitter.com/i/web/status/1986333788658413708 https://twitter.com/i/web/status/1986333788658413708"
X Link 2025-11-06T07:24Z [----] followers, [---] engagements

"Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L"
X Link 2025-11-10T07:27Z [----] followers, [----] engagements

"Christmas movies $dge.l Blade runner 2049"
X Link 2025-12-24T16:59Z [----] followers, [----] engagements

"2025 Performance and Positioning A good year for me at 68.7% (Base GBP) very much needed after lagging for a couple of years. Im surprised by others performance as I have seen some incredible numbers put out in a market where you needed a very odd portfolio to do well. Just to confirm I dont use leverage and this portfolio is a large percentage of my net worth. Anyhow Im really happy with my performance - $fres.l 426% $sbsw 277% $GPM.L 167% and Haypp Group $Haypp.ST 160% etc. my largest position BritishAmerican Tobacco also caught up somewhat with Imperial rising over 40% $BATS.L Diageo and"
X Link 2026-01-02T11:06Z [----] followers, [----] engagements

"The big additions this year have been the building up of position in Glencore Schlumberger NOV Diageo and Pernod. $Glen.l has obviously done great but we await on the others"
X Link 2026-01-02T11:09Z [----] followers, [---] engagements

"Ashmore Group the emerging market debt specialist good reaction to the moves in Venezuela. The specialist holds defaulted Venezuelan debt and has a specialist recovery fund. $Ashm.l Nearly a 9% dividend on this company with a lot of cash on the balance sheet. https://citywire.com/selector/news/why-ashmore-owns-defaulted-venezuelan-debt/a1204842 https://citywire.com/selector/news/why-ashmore-owns-defaulted-venezuelan-debt/a1204842"
X Link 2026-01-05T08:59Z [----] followers, [----] engagements

"And we are off $ashm.l Inflows ahoy Ashmore Group the emerging market debt specialist good reaction to the moves in Venezuela. The specialist holds defaulted Venezuelan debt and has a specialist recovery fund. $Ashm.l Nearly a 9% dividend on this company with a lot of cash on the balance sheet. Ashmore Group the emerging market debt specialist good reaction to the moves in Venezuela. The specialist holds defaulted Venezuelan debt and has a specialist recovery fund. $Ashm.l Nearly a 9% dividend on this company with a lot of cash on the balance sheet"
X Link 2026-01-15T16:58Z [----] followers, [----] engagements

"@capitalatrisk23 Indeed I have been getting stuck into the oil services. From [----] -07/8 $SLB and $NOV did between 6-9X Hunting plc 14X $HTG.l"
X Link 2026-01-23T17:19Z [----] followers, [---] engagements

"Ytd Sterling returns minus dividends. Interesting viewing. Oil services EM South America plays. My compounder seedlings getting smashed. Looked at Prosus recently in depth and really not getting their capital allocation. Also heard grumbles from other holders. Possibly I get out of this one and reallocate. https://twitter.com/i/web/status/2019695126310765030 https://twitter.com/i/web/status/2019695126310765030"
X Link 2026-02-06T08:50Z [----] followers, [---] engagements

"Diageo VS S&P total returns Similarities with [----]. $dge.l Forward P/E ests . Shown below"
X Link 2026-02-06T09:40Z [----] followers, [----] engagements

"For though I fall I will rise again $ashm.l Took a position in Ashmore Group yesterday $ASHM.L @ 191p this fallen angel is a specialist UK EM fund fund manager predominantly debt but diversifying into higher margin equity fund and alternatives management. No debt 700m in liquidity. Market Cap 1.4B. Sustainable 8.5% div https://t.co/2kyXOyHLHq Took a position in Ashmore Group yesterday $ASHM.L @ 191p this fallen angel is a specialist UK EM fund fund manager predominantly debt but diversifying into higher margin equity fund and alternatives management. No debt 700m in liquidity. Market Cap"
X Link 2026-02-10T14:32Z [----] followers, [---] engagements

"@ReturnsJourney I think a straight Tencent may but Im not that happy with the investments that the team are making food delivery apps etc looked at their presentation and is was rubbish"
X Link 2026-02-12T18:01Z [----] followers, [---] engagements

"@spanesar1993 I think these holdings will also do extremely well. I dont dislike Prosus but their investments seem to be rubbish"
X Link 2026-02-12T22:54Z [----] followers, [--] engagements

"@capitalatrisk23 I did see a lot of clever people a couple of years ago buy one or two dirt cheap gold explorers or non cash flowing prospect generators and they didnt participate in the bull market. Portfolio structuring is so key"
X Link 2026-02-13T08:40Z [----] followers, [--] engagements

"A lot of portfolio moves from me. Sold my Prosus Hysan Developments Great Eagle holdings and international Housewares and topped up both my Diageo and Pernod Richard holdings. Established new positions in Experian and RELX. $EXPN.L $REL.L I dont dislike the holdings sold so much but I really like these great U.K. businesses on my home turf. https://twitter.com/i/web/status/2021914271370686470 https://twitter.com/i/web/status/2021914271370686470"
X Link 2026-02-12T11:48Z [----] followers, [----] engagements

"Performance and portfolio end of [----] Performance (GBP) [----]. 49% [----]. -1.3% [----]. 9.2% [----]. - 2.2% [----]. 11.3% Annualised +11.82% Not the greatest year considering the performance of the US market but without any popular momentum stocks in the portfolio its reasonable. Portfolio was up nearly 19% during the Summer even with the implosion of Enteq (what was I thinking) but has since pulled back. Most of the portfolio has not performed well the offsetting return really came from the quick LOccitane gains at the beginning of the year. Imperial brands picking up gold miners at the lows a"
X Link 2024-12-31T13:43Z [----] followers, 17.2K engagements

"$REL.L Surprisingly good short piece from the Guardian. Opinion How to deal with the Claude crash: Relx should keep buying back shares then buy more - The Guardian https://stocks.apple.com/AHW1tUwLVTG2uRp3BmgEkXA https://stocks.apple.com/AHW1tUwLVTG2uRp3BmgEkXA"
X Link 2026-02-13T09:21Z [----] followers, [---] engagements

"Took a position in Ashmore Group yesterday $ASHM.L @ 191p this fallen angel is a specialist UK EM fund fund manager predominantly debt but diversifying into higher margin equity fund and alternatives management. No debt 700m in liquidity. Market Cap 1.4B. Sustainable 8.5% div"
X Link 2023-08-19T17:27Z [----] followers, [----] engagements

"Trimming my PM mining positions again. Adding to PZ Cussons starter positions in serial acquirers; Constellation Software Judges Scientific Roko and Lifco. $csu.to $jdg.l $roko.st $lifco.st $pzc.l"
X Link 2026-01-19T12:23Z [----] followers, [----] engagements

"Worth sharing as part of my ongoing investigation into the Swedish Serial acquirers $LIFCO.ST https://podcasts.apple.com/gb/podcast/business-breakdowns/id1559120677i=1000657902606 https://podcasts.apple.com/gb/podcast/business-breakdowns/id1559120677i=1000657902606"
X Link 2026-01-22T16:31Z [----] followers, [---] engagements

"I also dont know how the LLMs would get all the data. Thompson Reuters and RELX have decades and millions of documents of all the laws and court cases. If they scrape them from either source could be legal issues. Legal firms generally want to avoid legal issues. + its not the largest expense for them. https://twitter.com/i/web/status/2022779706781958546 https://twitter.com/i/web/status/2022779706781958546"
X Link 2026-02-14T21:07Z [----] followers, [--] engagements

"There is a group of businesses well known names trading at [--] - 25% earnings yields. Huge buybacks and dividends. Their customers are more likely to divorce than leave even if they hate the service. They are never spoken about due to sheer disgust"
X Link 2023-08-19T09:02Z [----] followers, [----] engagements

"Are UK banks uninvestable regardless of valuation Same thing was said about oil gas and coal stocks at the bottom during Covid. These businesses are well capitalised cheap and although much has been said about fintech disruption. nada. $lloy.l $barc.l $stan.l $nwg.l"
X Link 2023-08-19T10:24Z [----] followers, [----] engagements

"@ProgIntl This is like Margaret Thatcher on cocaine"
X Link 2023-11-20T22:39Z [----] followers, [----] engagements

"@ianmiles The Son of Hel the Norse God of the underworld Nah nice Christian tradition"
X Link 2023-12-25T23:46Z [----] followers, [----] engagements

"@Jaise_Taise @PicturesFoIder The funny thing is if he went around like that in the UK he would get robbed for looking like a rich tourist"
X Link 2023-12-28T22:36Z [----] followers, 10.7K engagements

"Portfolio returns (base GBP) -2.2% [----] +9.2% [----] -1.3% [----] +49% [----] 14.27% IRR since tracking. Its been a fairly meh year. Had to sell a big chunk of the portfolio for my divorce and havent had many explosive moves. Im happy though considering the heavy exposure to commodities. Roll on 24"
X Link 2024-01-01T21:19Z [----] followers, [----] engagements

"Positioning going into [----]. Big turnover in the last year and some major changes. Im happy with the sizing mostly (Enteq prob too large). Lets hope we fly this year Any questions or comments very happy to hear your thoughts)"
X Link 2024-01-01T22:07Z [----] followers, 24.8K engagements

"Who always has the deepest value portfolio David Iben and the team at Kopernik: always worth checking in on their portfolios and their most recent thoughts. international fund top 10: https://www.kopernikglobal.com/sites/default/files/Q4%202023%20Quarterly%20Call%20-%20Final.pdf https://www.kopernikglobal.com https://www.kopernikglobal.com/sites/default/files/Q4%202023%20Quarterly%20Call%20-%20Final.pdf https://www.kopernikglobal.com"
X Link 2024-02-11T08:58Z [----] followers, 11.6K engagements

"Long gold miners - Hugh has never done this trade so absolutely has no idea over the long term the metals win but at certain periods the miners do far better. Its not hold forever its a big trade that comes around very rarely. When gold increases quicker than mining costs thats when it happens"
X Link 2024-04-24T22:42Z [----] followers, [----] engagements

"Whats actually hilarious is that BG hardly have any fossil fuel investments. They are most well known for Scottish mortgage investment trust which is most famous for investing in Tesla electric batteries potential cures for cancer and other goodly fascinations its like going after David Attenborough for using a petrol Range Rover"
X Link 2024-06-08T06:57Z [----] followers, [----] engagements

"@lebron_ex Seems like a nice diversified portfolio"
X Link 2024-06-19T06:10Z [----] followers, 14.5K engagements

"@PurdieWorldwide @PassportAndPix Its paid through tax and debt. Wondering why costs are going up thats called inflation because we spend more than we produce"
X Link 2024-06-19T23:06Z [----] followers, [---] engagements

"Things Im looking at: Coal stocks starting to look really attractive again. Thungela safety and risks vs the US/Australian names. U.K. listed premium lux stuff with enduring brands: Diageo Fevertree Burberry. Potential for these names. The huge buybacks in the U.K. over the last couple of years and continuing. Lloyds NatWest Shell BP prudential Imperial. All between 10-25% of shares repurchased. U.K. public dont understand shares repurchases. Late cycle oil services specifically NOV. (Again buying back shares) Sizing of gold miners as part of portfolio. Upcoming earnings. Tobacco seems to be"
X Link 2024-07-21T19:43Z [----] followers, 13.7K engagements

"@James_BG Great so the more we build the more we need to subsidise them because they are uneconomic"
X Link 2024-07-25T12:15Z [----] followers, [----] engagements

"$Ashm.l Ashmore group released end of year results. Cycle seems to be turning. One of the best ways to play EMs is this specialist investment manager. Still around 50% of market cap in cash paying out chunky dividend while you wait. Through staff and Mark Coombs shareholdings you are nicely aligned. I fully expect this to be valued as a growth business in the next several years. http://otp.investis.com/generic/regulatory-story.aspxcid=85&newsid=1860871 http://otp.investis.com/generic/regulatory-story.aspxcid=85&newsid=1860871"
X Link 2024-09-11T23:58Z [----] followers, [----] engagements

"Because the Saudis want to get rid of Iranian proxies. They cant do it themselves for obvious reasons so U.K. and US has to help Isreal do it. Saudi and Isreal want a secure Middle East so they can create the free trade zones Neom and other projects with Egypt and Jordan. Iran wants to stop all of that so uses proxies like Hezbollah and Hamas to destabilise"
X Link 2024-10-04T14:20Z [----] followers, [----] engagements

"Oakmark buying Diageo $DGE.L in their global and both the above and $RI.PA in the international fund also Akzo-Nobel $AKZA.AS and some Japanese stock Big fan of David Herro and Bill Nygren. These were end of September updates"
X Link 2024-11-24T16:10Z [----] followers, [----] engagements

"Kai Trump repping Celsius on her YouTube Vlog. Presumably its still going strong then. She quite likes the flavour mmm Not bad. The feminised Red bull and Monster. Should probably buy the stock. Forward p/e now under [--]. $CELH"
X Link 2024-11-29T21:26Z [----] followers, [----] engagements

"@JayinKyiv Great we are pushing them to full mobilisation. What happened last time that happened half of Europe conquered for half a century. Millions upon millions dead. Collapse of global trade great 👍"
X Link 2024-11-29T22:37Z [----] followers, [----] engagements

"Dont count out Nick Train even if his consumer picks are extremely out of favour (to put it lightly). His U.K. wealth managers have also been clobbered. Recent addition of Universal Music in the global fund is notable. Having such a condensed portfolio well out of line with typical indexes is horrendous for career but you have to respect it. He owns his firm luckily or he would have been likely fired by now. Probably a good time to sharpen pensions on these names"
X Link 2024-12-07T12:52Z [----] followers, 18.8K engagements

"@CapitalValor 100% annual FCF yield What is this magic thing A yoga campsite in Romania You cant just put that out there"
X Link 2024-12-07T12:55Z [----] followers, [----] engagements

"Quite easy to fix. Bring back North Sea oil and gas. Cut taxes dramatically. Bring back fracking in the north of England to fuel cheap energy for data centres. Deregulate the city. Get rid of bureaucrats. Fire most of the NHS managers and hire more actual doctors and nurses. Get rid of business rates to entrepreneurs can have shops again not just global chain stores. So many things can be done. Soon all the Brits in dubai and the US will return and bring their tax base with them"
X Link 2024-12-19T21:15Z [----] followers, [----] engagements

"@amor_fatti Buy a property asap doesnt matter if its small. Nobody will ever give you long dated fixed cheap leverage with tax benefits outside of property. Start investing early and dont try and be too clever"
X Link 2024-12-31T10:11Z [----] followers, 26K engagements

"Currently in Lithuania young people are hopeful and polite everyone speaks English. No beggars or homeless. Lots of property development underway. Lots of tech businesses. Extremely safe cohesive society. Tax rates are on point. U.K. government should study"
X Link 2025-01-15T12:47Z [----] followers, [----] engagements

"The must read annual letter from Rob Vinall - RVCapital has dropped. 30% of fund now in China oil holdings and many interesting thoughts including European regulations. https://www.rvcapital.ch/articles-enutm_campaign=99c8053b-aee8-4fe6-a008-cde36164a68c&utm_source=so&utm_medium=mail&cid=8a1edcc3-1464-4136-8ace-6e0009d15804 https://www.rvcapital.ch/articles-enutm_campaign=99c8053b-aee8-4fe6-a008-cde36164a68c&utm_source=so&utm_medium=mail&cid=8a1edcc3-1464-4136-8ace-6e0009d15804"
X Link 2025-03-02T09:39Z [----] followers, [----] engagements

"YTD portfolio +14.6% so far. After a fairly boring couple of years underperforming it seems like patience is paying off. Still playing catch up with the monster gains that others have had over the last few years. Hopefully can get back to the annualised 15% that I target"
X Link 2025-03-31T16:04Z [----] followers, [----] engagements

"Lots of crying and nashing of teeth about sanctions and portfolio declines. This is the time to find opportunities and stay disciplined. Im looking at Robertet uranium Rio-Tinto Glencore coal miners (Thungela etc) Hunting Plc independent oil and gas (Aker BP Harbour Kistos) U.K. small investment banks and asset managers (Man group Cavendish Schroders) Estee-Lauder. Distillers Pernod Remy"
X Link 2025-04-04T08:38Z [----] followers, [----] engagements

"If Calvin had held his nerve and been more patient he would have been a very happy bunny. Sibanye $SBSW Cyclicals are for the huge balled Going to be volatile but in a year or two I think we will look back in amazement"
X Link 2025-05-21T18:22Z [----] followers, [----] engagements

"Everyone knows about economies of scale shared as a model think Costco Amazon Nick Sleep etc Few understand the dis-economy of niche a business owns a niche that is so small nobody bothers to invest to displace the incumbent. Therefore the owner of the niche can continue to earn a good return It wont easily scale"
X Link 2025-06-25T12:22Z [----] followers, 34.2K engagements

"Show me your track record He may not be great over the long term but he is interesting and shares knowledge. Some of his investments have been great. The issue he has are his concentrated bets that dont pay off (Horsehead) and flipping from one idea to another. (Tencent Pony Ma in and then out) He isnt selling you anything. Most fund managers would have shut down their fund after GFC losses like that but he keeps it and is open"
X Link 2025-08-23T12:01Z [----] followers, 11.1K engagements

"@stumpyy28 @zerohedge You cant get resources out of Africa in bulk. Navigatable rivers negligible deep ports negligible railways negligible. High value portable commodities will for the time being be the main export"
X Link 2022-03-08T19:04Z [----] followers, [--] engagements

"@JonEriksson_ @JuliaDavisNews Having lived in Russia for a few years I honestly believe Russia is probably one of the only countries that could survive a nuclear war. The country is so large and infrastructure is hardened for such an event. It would be a catastrophe for everyone nevertheless"
X Link 2022-04-21T08:54Z [----] followers, [--] engagements

"Everyone wants to get rich trying to pick microcaps. Currently North Atlantic Smaller companies Investment trust $NAS.L is trading at a Circa -28% discount to NAV. NAV performance has annualised over 13% since inception and over 11% last [--] years. Over 200X with Mills as manager"
X Link 2023-07-24T21:03Z [----] followers, [----] engagements

"Save yourself 30+ hours of research into UK Micro and Small Caps with Christopher Mills going position by position through the portfolio. One of the greatest UK investors offering us a lot of value here. $NAS.L. CEO of Harwood Capital # https://www.voxmarkets.co.uk/media/647f39e898d6cde7b26505ef/ https://www.voxmarkets.co.uk/media/647f39e898d6cde7b26505ef/"
X Link 2023-07-31T09:34Z [----] followers, [----] engagements

"Barclays - [---] P/E [---] dividend. [----] price to book. Tier [--] capital ratio of 14%. bought back [--] billion of shares last year. Current market Cap 22B"
X Link 2023-08-19T10:09Z [----] followers, [----] engagements

"Imperial brand Trading statement: Taking our dividends and buyback together we expect our capital returns to shareholders will exceed 2.4billion in the coming fiscal year representing around 17% of our current market capitalisation. $IMB.L https://otp.tools.investis.com/clients/uk/imperial_tobacco/rns/regulatory-story.aspxcid=436&newsid=1719974 https://otp.tools.investis.com/clients/uk/imperial_tobacco/rns/regulatory-story.aspxcid=436&newsid=1719974"
X Link 2023-10-05T06:21Z [----] followers, [---] engagements

"Pondering whether British American tobacco and Imperial brands is my Coca Cola moment for outsize position sizing. Currently at 22% of the portfolio. Whats the largest % anyone else has in tobacco $bti.l $imb.l"
X Link 2023-10-15T14:12Z [----] followers, [----] engagements

"@ClarkSquareCap Imperial brands $Imb.l after big buyback debt pay down. Business has very predictable earnings"
X Link 2023-10-23T21:51Z [----] followers, [---] engagements

"@ShahidkBolsen So if I kidnapped someone and the police came round with guns and I pushed the hostage to the floor to keep them safe from bullets Im a hero for saving them"
X Link 2023-11-24T23:00Z [----] followers, [----] engagements

"@SpriterMonitor1 Everyone thinks Germany is weak until you need a new dishwasher"
X Link 2023-11-30T07:37Z [----] followers, 15K engagements

"@LastBearStandng I just find it nuts how much Americans eat out. 5x 10x a week Got to be be a joke"
X Link 2023-12-02T17:09Z [----] followers, [----] engagements

"@JDrsx850i @DougAMacgregor Lol. As if Europe started this America completed the Ukrainian Coup and then used the new regime to poke the bear. Germany and everyone else was just chilling doing business with Russia buying cheap gas etc"
X Link 2023-12-07T18:19Z [----] followers, [---] engagements

"@ianmiles Europe was handling its own affairs getting lots of cheap gas from Russia. Selling lots of hi tech equipment to China. America.hold my beer"
X Link 2024-01-06T10:49Z [----] followers, [----] engagements

"@bohomoth @Barnack1Kev @Fludded Austerity lol highest tax burden and public spending outside of a war"
X Link 2024-01-21T14:10Z [----] followers, [----] engagements

"Burberry $BRBY.L by a quirk of circumstance is probably one of the only Chinese A shares that is accessible to retail investors outside of China. A strong Chinese brand at a bombed out valuation. Lets hope Mr Lees turnaround continues"
X Link 2024-01-26T22:47Z [----] followers, [----] engagements

"@BladeoftheS You are joking right EDF is nuclear In the UK we run on foreign gas (windfall taxes and shale bans destroyed our production) and other rubbish like government pushed expensive wind farms and government mandated wood pellets shipped from the other side of the world"
X Link 2024-02-18T08:15Z [----] followers, [----] engagements

"I remember buying gold miners in [----] and Sibanye in [----] absolutely enormous gains coming out of those. I think we are in a similar position know for gold silver and platinum miners. Back then I just held my nose shut my eyes and steadily bought. Tobacco also looks incredible"
X Link 2024-02-24T11:44Z [----] followers, [----] engagements

"$imb.l imperial brands looks to be a steal here. 8.5% div a few % sales growth each year and 7% share buyback. Should crush it"
X Link 2024-02-28T22:32Z [----] followers, [----] engagements

"@calvinfroedge Why not We are all grown ups. If you dont understand risk you shouldnt be buying individual stocks yourself anyhow"
X Link 2024-03-06T04:16Z [----] followers, [---] engagements

"@LizWebsterSBF What austerity Highest tax and spend outside of a world war"
X Link 2024-04-22T08:43Z [----] followers, [---] engagements

"Loving the total return charting option on FactSet. Since relisting in [----] Imperial brands has still beaten on a total return basis even with a huge recent decline; Berkshire Hathaway S&P [---] and Diageo. Almost 28x for $IMB.L 19x for $BRK Diageo $DGE.L now at 14.5x and S&P 12x"
X Link 2024-04-24T19:13Z [----] followers, [----] engagements

"@hendry_hugh This is going to be hilarious Hugh getting ready to be tarred and feathered. [--] years time we will see where we are Hugh will make an apology and get long gold miners right at the top"
X Link 2024-04-26T21:39Z [----] followers, [----] engagements

"@RichardBurgon Oil and gas never hurt me"
X Link 2024-04-26T22:46Z [----] followers, [---] engagements

"Excited for this bad boy. A more technical follow on from the great When money dies which I re-read recently"
X Link 2024-05-13T20:13Z [----] followers, [----] engagements

"@PurdieWorldwide @PassportAndPix So who pays for it"
X Link 2024-06-19T23:03Z [----] followers, [---] engagements

"@James_BG The only issues is that he doesnt understand how much energy is required to build a wind turbine"
X Link 2024-07-25T12:13Z [----] followers, [---] engagements

"There are contrarians then there is David Iben. Always worth checking out their portfolio updates and presentations. https://www.kopernikglobal.com/mutual-fund-kopernik-global-all-cap-fund/ https://www.kopernikglobal.com/mutual-fund-kopernik-global-all-cap-fund/"
X Link 2024-07-28T20:16Z [----] followers, [----] engagements

"For anyone wanting a quality unfiltered source of what is happening in the U.K. this guy is excellent. Single handedly has put the whole media to shame. @WesleyWinterYT The Weekend That Changed England via @YouTube https://youtu.be/H-S8H4FZWU8si=ST0gg8MO5yLreXs7 https://youtu.be/H-S8H4FZWU8si=ST0gg8MO5yLreXs7"
X Link 2024-08-11T17:34Z [----] followers, [----] engagements

"Excellent interview of Nick Howley founder of Transdigm one of greatest compounding machines ever. This is actually with his brother and not your typical founder podcast. Spills a lot of the secret sauce and very open. From the brothers shitty painting business drunken football losers to the pricing strategy of the business. Goes into the weeds of how the business started the finances PE transactions etc. One of the best interviews I have listened to in a long time. https://youtu.be/zA8aP1yL95Esi=UzmKt3vP0fIUuwky https://youtu.be/zA8aP1yL95Esi=UzmKt3vP0fIUuwky"
X Link 2024-10-13T17:51Z [----] followers, 53.2K engagements

"Bought some starter positions today in some serial acquirer seedlings: Software Circle $SFT.l Chapters Group $CHG.DE SDI Group $SDI.l Perimeter Solutions $PRM Chapters Group and Software Circle are both part of the Jan Mohr run network with backing from Danaher Founder Mitch Rales Will Thorndike Daniel Ek among others. Chapters is the core German/European platform while Software circle is U.K. based and listed. These are predominantly platforms to scale acquisitions of niche software and other small critical businesses. Perimeter solutions came about through a spac backed by Will Thorndike"
X Link 2024-10-15T21:47Z [----] followers, 11.6K engagements

"Imperial brands $IMB.l Share price vs Total Return. 20yr. When reaching for yield doesnt blow up it is a beautiful thing to behold"
X Link 2024-11-05T18:20Z [----] followers, [---] engagements

"Picked up a position in $Haypp.st lets hope this waterfall is an overreaction"
X Link 2024-11-11T15:29Z [----] followers, [----] engagements

"If the Rothschilds are secretly controlling the world they are in deep cover. Nat Rothschild runs an electronic cable business after losing a coal mine to an Indonesian family. The late Jacob Rothschild set up Rothschild investment trust and StJames Place which helped the British middle classes invest and plan their finances. Which exact Rothschilds are controlling all these central banks"
X Link 2024-12-15T22:22Z [----] followers, 17.2K engagements

"@MPelletierCIO If you have ever experienced narcissistic rage its something else. Another odd thing is that they live in the moment and dont have any ability to plan"
X Link 2024-12-17T00:46Z [----] followers, [----] engagements

"@allstarcharts $IMB.L is the king of TR over price performance"
X Link 2024-12-23T02:13Z [----] followers, [---] engagements

"@great_martis In that instance had been in a bull market for many years previously when compared to inflation. Currently just breaking out when compared to inflation. By [----] we had been in a commodity bull market for years while the S&P hadnt done anything"
X Link 2025-02-10T16:24Z [----] followers, [----] engagements

"@mat9364585 @Jenny_1884 Lol so house cost 3.5x your salary"
X Link 2025-02-12T11:06Z [----] followers, [---] engagements

"Very strange looking $BABA in your portfolio at a respectable gain. Going to get a bit of getting used to"
X Link 2025-02-17T23:14Z [----] followers, [----] engagements

"@MPelletierCIO Whats wrong is that most people dont understand the history of this conflict"
X Link 2025-03-08T16:08Z [----] followers, [----] engagements

"@MelJStride @SteveBakerFRSA Socialist Tories created the problem so the public voted for more socialism"
X Link 2025-03-25T20:17Z [----] followers, [----] engagements

"@zatzi @ICBarrett This is state sector vs private sector private sector is buckling"
X Link 2025-03-27T20:17Z [----] followers, [----] engagements

"The Kiss. Imperial Brands again beating the S&P500 over [--] years on a total return basis. $IMB.L"
X Link 2025-04-03T17:08Z [----] followers, [---] engagements

"Trimmed a chunk of my Imperial brands $IMB.L topped up Harbour Energy $HBR.L and Hunting $HTG.L Bought a new position In Aker BP $AKRBP.OL This was one originally from Rob Vinall which he described in recent letter. I have known about the business for a while but hadnt investigated. Very high quality low cost producer with long reserve life. Strong capital returns for shareholders https://twitter.com/i/web/status/1910665342537318629 https://twitter.com/i/web/status/1910665342537318629"
X Link 2025-04-11T12:04Z [----] followers, [----] engagements

"@closingUSD If they only have a single child who has got divorced paying paternity. Out the house all day and lives in a one bedroom apartment how are they supposed to look after a parent"
X Link 2025-04-20T15:16Z [----] followers, [----] engagements

"Lucky to have a double in this now. Over 4% portfolio position. Hopefully a never sell. Still a very small company Picked up a position in $Haypp.st lets hope this waterfall is an overreaction. Picked up a position in $Haypp.st lets hope this waterfall is an overreaction"
X Link 2025-05-05T09:44Z [----] followers, [----] engagements

"What will likely happen next with Substack finance subscriptions is that niche contributors team up and share revenue. More value for subscribers more secure income and reach for writers. Its inevitable"
X Link 2025-05-26T23:33Z [----] followers, [----] engagements

"All the British with money have left Central London. Clapham Wimbledon Richmond Surrey. Kensington is now just foreign wealth who live a few months in London US expats and studio rentals Chrlsea similar. Baby boomers are getting old and selling up to move abroad or give money to their kids. Many people moving to the countryside as schools are better and its safer"
X Link 2025-06-09T16:24Z [----] followers, [----] engagements

"Americans are seeing S&P [---] record highs Europeans and British still see red on US holdings because dollar is getting wrecked"
X Link 2025-06-27T19:57Z [----] followers, [----] engagements

"@MarioNawfal @elonmusk [-----] homes Is that all Sizewell C in the U.K. a nuclear reactor can power [--] million so you are going to build [---] of those with all that cement and steel and burn all that coal to smelt when you could just build a single reactor"
X Link 2025-07-06T08:52Z [----] followers, 121.2K engagements

"@alphadog001 @MarioNawfal @elonmusk Guess how much concrete would go into [---] of these"
X Link 2025-07-06T13:38Z [----] followers, [----] engagements

"@Matthew82069336 These arent long term career jobs. These are mainly stacking shelves type of jobs The things people are supposed to do as a student or for those with little to no qualifications If you increase salaries Tesco will just replace them with automation etc"
X Link 2025-08-13T15:20Z [----] followers, [----] engagements

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