@valuehurts Avatar @valuehurts ValueHurts

ValueHurts posts on X about $imbl, in the, debt, $ashml 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 37.07% stocks 16.38% countries 8.62% technology brands 3.45% celebrities 3.45% travel destinations 3.45% fashion brands 1.72% luxury brands 1.72% financial services 1.72% social networks 1.72%

Social topic influence $imbl 15.52%, in the 12.07%, debt 6.9%, $ashml #49, $dgel #26, dividend #796, business 6.03%, stocks 5.17%, investment 5.17%, fund #1060

Top accounts mentioned or mentioned by @capitalatrisk23 @elonmusk @calvinfroedge @spanesar1993 @returnsjourney @purdieworldwide @passportandpix @mpelletiercio @marionawfal @secrets4stocks @markswjg @avenaim @drelidavid @noholyscripture @kirbypj @jameslucasit @eighttrack180 @lizwebstersbf @hendryhugh @richardburgon

Top assets mentioned Schlumberger NV (SLB) Nov Inc (NOV) Perimeter Solutions, SA (PRM) BlackRock Inc (BLK)

Top Social Posts

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

"@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

"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

"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

"Bought some Diageo $DGE.L sold my Capital group $CAPD.L (I have tons of mining related stuff). Trimmed Agnico and Kinross after a strong run. Hopefully Diageo will be a lifetime holding"
X Link 2025-02-28T09:07Z [----] 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

"@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

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

"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

"@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

"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

"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

"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

"I dont own blackrock latin America or BP just keeping an eye as in a family members portfolio"
X Link 2026-02-06T08:53Z [----] 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

"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

"Ive been thinking about my investment style. Something I have tended to do a lot of is buying multiple high quality names in a beaten down sector. Something I have come to understand with cycles and sectors is that long term performance can be very similar with different business in the same sector. Diversifying your holdings doesnt tend to be a lag on performance over the long term. You can pull up a long term chart of SSE and National grid BATS and Imperial or BHP and Rio-Tinto total return over 20/30 years and its fairly similar. Its a free lunch to diversify when buying a beaten up or"
X Link 2026-02-12T22:49Z [----] followers, [----] 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

"Not doing what I want so far down -40% Sizing is key here as initiated at a 1% portfolio position. Probably the right size for a company like this. I will review and potentially add if attractive. $cmg.to Trimming my Fresnillo Newmont and Agnico today to initiate a starter position in Computer modelling group $CMG.TO Had my eye on this for a while. Probably one of the most depressed sectors in the the world (Seismic) with one of the most aggressive and smart management teams https://t.co/kMgGo5dxyn Trimming my Fresnillo Newmont and Agnico today to initiate a starter position in Computer"
X Link 2026-02-18T14:21Z [----] followers, [----] engagements

"Something that has given me a much smoother ride over the last few years and helped me investing in the volatile sectors I favour is a much greater appreciation for position sizing and scaling in and out of positions. I like the analogy I heard from @EightTrack180 on a recent interview about how they enter positions. Like getting into a hot bath. Many people dont take adequate care of savings they have earned you cant be taking huge permanent capital losses from stupid decisions in single stocks. https://twitter.com/i/web/status/2024245299821047827"
X Link 2026-02-18T22:11Z [----] followers, [--] engagements

"Picked up some PZ Cussons today $PZC.L I wrote about the case for this share fairly recently on my feed. Sadly sold my Enteq to fund this. Probably my worst ever loss in investing but it was a fun ride and sized so I would be fine if it didnt work out. $ntq.l"
X Link 2025-02-20T18:52Z [----] followers, [----] engagements

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

"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

"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

"Great results from PZ Cussons today. The turnaround progresses. https://www.thegrocer.co.uk/news/pz-upgrades-profit-expectations-following-strategic-review-success/715142.article Picked up some PZ Cussons today $PZC.L I wrote about the case for this share fairly recently on my feed. Sadly sold my Enteq to fund this. Probably my worst ever loss in investing but it was a fun ride and sized so I would be fine if it didnt work out. $ntq.l https://www.thegrocer.co.uk/news/pz-upgrades-profit-expectations-following-strategic-review-success/715142.article Picked up some PZ Cussons today $PZC.L I"
X Link 2026-02-11T09:46Z [----] followers, [---] engagements

"Excellent momentum from my old favourite Hunting PLC $HTG.L buybacks increased dividend and great results from new technologies such as the organic oil recovery product. Winding up before the big move"
X Link 2026-02-16T17:05Z [----] followers, [---] engagements

"Over the last few years I have become accustomed to large military buildups result in military action. As a president with a hot hand after recent successes war with Iran looks to be a real possibility. https://taskandpurpose.com/news/uss-gerald-ford-middle-east/ https://taskandpurpose.com/news/uss-gerald-ford-middle-east/"
X Link 2026-02-16T17:11Z [----] followers, [---] engagements

"I reckon a lot of hedge fund managers and smaller long only funds simply use Morningstar star ratings for new ideas. You could do a lot worse Always been a fan of their philosophy and focus on individuals being able to pick their own investments"
X Link 2026-02-18T20:30Z [----] followers, [---] engagements

"Does anybody have links to write ups or thoughts on the HK property stocks. Hang Lung Hysan Kerry etc the family owned ones"
X Link 2024-03-16T09:35Z [----] 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

"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

"@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

"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

"@calvinfroedge Stocks are the best way to play EM directly if you get the cycle right. I like western companies that are geared to EMs Veon Ashmore Prudential etc. $veon $ashm.l $pru.l"
X Link 2024-06-16T21:22Z [----] followers, [---] engagements

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

"@calvinfroedge Pretty much the whole of the Brazilian stock market"
X Link 2024-07-23T19:57Z [----] 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

"@clairebubblepop Expats are generally professionals who are offered a job in a certain country they are not intending to settle permanently in said country"
X Link 2024-08-11T17:39Z [----] followers, [----] engagements

"@PaulSkallas What the EU needs is less regulation. Then this could happen"
X Link 2024-08-22T11:35Z [----] 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

"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

"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

"@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

"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

"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

"@NiohBerg Would have been more newsworthy if she had worn a headscarf. yawn"
X Link 2025-01-29T22:30Z [----] followers, 10.1K 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

"@Jenny_1884 This is exactly the same as young people now but instead of a property costing 3x salary its 15x Charity shops were actually cheap back then also now they are expensive"
X Link 2025-02-12T11:04Z [----] 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

"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

"@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

"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

"Gen Z going to rapidly discover the joys of hard liquor when they check their crypto accounts $DGE.L"
X Link 2025-04-06T22:22Z [----] followers, [---] engagements

"Potential turning point for this Emerging market debt specialist - Ashmore. $Ashm.l https://www.cnbc.com/2025/04/30/us-treasurys-selloff-investors-flock-to-emerging-market-bonds.html https://www.cnbc.com/2025/04/30/us-treasurys-selloff-investors-flock-to-emerging-market-bonds.html"
X Link 2025-04-30T06:16Z [----] 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

"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

"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

"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

"@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

"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

"Small holding for me but Perimeter solutions is really starting to rip $prm"
X Link 2025-08-26T20:46Z [----] followers, [----] engagements

"And now we know how First Eagle funds started Interesting to find out how Jean-Marie Eveillard started. Did he work under Soros As many may now know Matthew McLennan took over from Eveillard several years ago. Eveillard and Soros have very different styles so it is quite an odd thing. George Soros on how he got into the investment world (a newsletter) and the importance of testing your views in the financial market. (Other prominent investors who had newsletters include: Charles Schwab Ben Rosen Michael Moritz Ray Dalio George Loening Bill Gurley https://t.co/HwTyPeNaVI George Soros on how he"
X Link 2026-01-14T16:40Z [----] followers, [---] engagements

"All this upside in commodities but inflation is moderate. Late 1970s this isnt"
X Link 2026-01-19T15:11Z [----] followers, [---] engagements

"AI is starting to have a big effect on my work. Had training today on an app that is being rolled out across my firm. I can take my work phone or laptop into a client meeting it can record the conversion work out who is speaking and creates a summary which I can post into my CRM. You can ask it to change the notes or the information like an assistant. It also creates a follow up email for me to send to the client with a summary and follow up points. Game changer in wealth management where you had to previously write every detail down in note form. Great for clients where they can engage with"
X Link 2026-01-21T20:08Z [----] followers, 14.9K engagements

"Everyone now frothing at the mouth for silver and silver miners. I have won big and have been trimming. Who knows where this goes now but in this asset class you buy misery and sell euphoria"
X Link 2026-01-23T11:25Z [----] followers, [----] engagements

"Gold miners and imperial $imb.l are both opportunities where you could yolo your net worth into the idea. Problem is you have to pick one or the other. I pick both and then some UK energy names Brazil a cheap O&G service company some p/e [--] generic pharma biz and some $Bats.l"
X Link 2023-04-18T22:11Z [----] followers, [---] engagements

"@ChrisRinvesting A fellow believer I have a split between BATS (BTI UK listing) and $IMB.l about 25% total"
X Link 2023-08-20T15:37Z [----] followers, [---] engagements

"@calvinfroedge Very cheap here. I bought significantly in [----] and sold most in the last big rise. Froneman is really wonderful at acquiring other companies when the commodity they produce is depressed. Good capital allocator. May buy a bit more here also. Mike Burry holds as well"
X Link 2023-09-13T19:15Z [----] followers, [----] engagements

"@calvinfroedge Mike Burry has sold I believe. Wish he could hold positions a bit longer than he does. I do note that he is back in imperial brands (if he ever left). $imb.l"
X Link 2023-09-17T18:33Z [----] 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

"@rochonpapi They will buy back stock. Probably H2 [--]. Got to pay the debt down a bit more first. You can do a synthetic buyback in the meantime by purchasing shares with the dividend. They should have taken the bullet a few years ago like $IMB.l and rebased the dividend payout"
X Link 2023-10-14T16:10Z [----] 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

"@CCM_Brett Dont forget Imperial brands $imb.l 17% combined dividend and buyback. Eps growing. The key to tobacco is that with buybacks you will easily outpace volume declines as buybacks compound positively while volume declines do not"
X Link 2023-11-08T07:35Z [----] 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

"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

"Because you ISA investors have done well building wealth with your diversified global portfolios and we (UK asset managers and government) have made a shit show of the UK market we are now going to withdraw your tax benefits for any international holdings held within your ISA. Never mind addressing the root cause which is overtaxation and stupid regulations that make the UK unattractive. Diageo BP turn out the lights will you @valuehurts @John_Stepek Its not forced. Buy whatever you like but if you want tax breaks inside an ISA wrapper buy the U.K. @valuehurts @John_Stepek Its not forced. Buy"
X Link 2024-01-14T10:17Z [----] followers, [----] 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

"@bkaellner All in on Imperial Brands $IMB.L then using the cashflow to buy micro caps. Tobacco would be the cash cow to build his other positions"
X Link 2024-02-24T13:54Z [----] 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

"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

"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

"@ajncunha Have you looked at Spirax $spx.l"
X Link 2024-11-24T19:38Z [----] followers, [---] engagements

"$Imb.l Imperial Brands has run but still cheaper than Bats looking out a year or two. Has beaten Apple MSFT Alphabet etc over the last [--] years on a total return basis. Its a free cash flow monster and buying back shares like a beast. Hopefully the share price comes down. Lots of businesses are very cash heavy so FCF to EV is good. Ashmore $ashm.l the EM debt specialist over 50% market cap in cash + big dividend till the cycle turns then 🌙 https://twitter.com/i/web/status/1862552475028304036 https://twitter.com/i/web/status/1862552475028304036"
X Link 2024-11-29T17:41Z [----] 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

"$IMB.L smashing it. Tobacco Companies: Total Shareholder Return - [----] A great year for tobacco stocks comfortably beating the market and sector benchmarks Imperial Brands is the winner of the year with +47.4% TSR in US$ terms See the detailed calculations: https://t.co/mdwIMS4QEG Altria Tobacco Companies: Total Shareholder Return - [----] A great year for tobacco stocks comfortably beating the market and sector benchmarks Imperial Brands is the winner of the year with +47.4% TSR in US$ terms See the detailed calculations: https://t.co/mdwIMS4QEG Altria"
X Link 2025-01-01T17:11Z [----] followers, [----] engagements

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

"Blessed is Imperial brands for it shall not wither in the dark but shall sprout anew with fresh vines. Its bountiful fruit will rain upon the faithful. $Imb.l"
X Link 2025-04-03T16:51Z [----] 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

"@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

"$imb.l $bats.l I just know she loves Lana Del Rey https://t.co/aAbCJkszHb I just know she loves Lana Del Rey https://t.co/aAbCJkszHb"
X Link 2025-10-15T06:44Z [----] followers, [---] engagements

"Glad some of the froth has been punched out. Everyone now frothing at the mouth for silver and silver miners. I have won big and have been trimming. Who knows where this goes now but in this asset class you buy misery and sell euphoria Everyone now frothing at the mouth for silver and silver miners. I have won big and have been trimming. Who knows where this goes now but in this asset class you buy misery and sell euphoria"
X Link 2026-01-30T22:47Z [----] followers, [---] engagements

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