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"Some stocks that funds bought last Q and wrote up in their fund letters: $AR $BWY.L $FI $FTRE $GRDN $ROSE.L $ASIC $NWL.MI $SRC.L $GNRC $LNW $ARES $FORT.L $IQV $FCN $NE $SMIN.L $YOU $CHRD $MEDCL.PA $RES find them all on the site"
X Link @joinyellowbrick 2025-08-02T15:56Z 23.5K followers, 4311 engagements
"@BMarcham40867 I like these ones because they're well managed with significant U.S. revenue so it's like I own rocks domestically + around the world. $BZU.MI $GCC.MX $5233.T Plus $SRC.L is still buyable as a pure play (no cement)"
X Link @taobanker 2025-07-25T16:56Z 7912 followers, XXX engagements
"I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"
X Link @taobanker 2025-07-22T21:32Z 7912 followers, 5017 engagements
"Updated thoughts on rocks: - Currently own $BZU.MI $GCC.MX $SRC.L and some $5232 - $INTP getting quite cheap - $XXX looking hella cheap can't tell quite what's going on there tho -- seems like they get a lot of government subsidies - Hella fucking pissed off that I missed the big move in $1515 - Looking to buy more $5232 for US exposure"
X Link @taobanker 2025-02-25T20:13Z 7909 followers, 1236 engagements