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"UK-listed stocks that are uncorrelated to the AI hype. I own all four of them right now. #InterestingRiskReward Dr. Martens $DOCS.L Iconic brand rebooting. Expanding beyond boots overhauling distribution. Post-IPO collapse may be overdone. 🥾 Fever-Tree $FEVR.L Premium mixer leader trading at X sales after a brutal slump. Supply issues easing growth runway intact. Robust to weakening alcohol consumptions per capita 😉 Greggs $GRG.L The UKs fast-food royalty. Efficiency and expansion levers ahead. Still cheap for its moat. King of the Sausage Roll 👑 Clarksons $CKN.L Shippings quiet"
X Link @philoinvestor 2025-10-13T08:36Z 7697 followers, 10.9K engagements
"Interesting businesses down 50%+ from highs pain is obvious upside could be too: X. $STZ: tariffs + Hispanic consumer hit guidance cut. Debt profile sets up major undervaluation soon. 2/ $FEVR: margins crushed by glass/shipping but inventor of premium mixers. X. $DOCS.L: struggling post-IPO pivoting from wholesale to DTC. Brand equity still intact. X. $LULU: US slowing yet global cult brand expanding into mens and Asia. X. $CROX: Hey Dude acquisition tough but core product strong. Balance sheet + buybacks provide support. X. $BALL : debt heavy volumes weak but undisputed category leader with"
X Link @philoinvestor 2025-10-01T11:57Z 7697 followers, 15.4K engagements
"$docs.l Market was sleepy on this one. Data indicates improvements in the USA region november results should show further strength. Still cheap if that's the case"
X Link @BorjaDCruz 2025-09-30T12:37Z XXX followers, XX engagements
"$DOCS.L up XX% since this. It's crazy how inefficient the UK can get sometimes. Still selling for less than 1X sales"
X Link @philoinvestor 2025-08-18T10:36Z 7699 followers, 1391 engagements