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"Added XX new stock write-ups to the site (pt 2): @East72Dynasty (fund letter) - $BOL.PA $EXO.AS $UHR.SW @BlokeOak57182 - $AVAP.L @ASB_Partners - $FPH (neutral) @FluentInQuality - $TGLS $TVK.TO $SEZL $YETI $DPLM.L $AUB.AX $HEM.ST $VIT-B.ST"
X Link @joinyellowbrick 2025-10-09T18:31Z 23.5K followers, 2385 engagements
"Here's what's coming for TDI-members: - Oct. 3rd - Prosus deep dive $PRX - Oct. 16th - Diploma PLC deep dive $DPLM.L - Oct. 31st -Alphabet deep dive $GOOGL - Nov. 14th - TBD - Nov. 28th - Central Japan Railway"
X Link @DutchInvestors 2025-09-23T17:24Z 3543 followers, XXX engagements
"I guess this is why its important that capital allocation is somewhat institutionalized rather than reliant on one or two individuals. With that said $dplm.l has done a good job institutionalizing capital allocation since Johnny took over. Diploma's finance chief steps down over conduct issues Reuters $dplm $dplm.ln"
X Link @the_gorillagame 2025-08-17T03:44Z XXX followers, XXX engagements
"$DPLM killing it. Organic growth accelerating to XX% for F2025. Deployed c40m into M&A paying roughly 6.5x for complementary HSD organic growth businesses. At roughly 33x FCF market is pricing in X% organic growth and XX% of FCF redeployed at a mid-teens ROIC so shares fairly valued or even slight over valued. $DPLM.L $DPLM.LN"
X Link @the_gorillagame 2025-07-23T15:13Z XXX followers, XXX engagements