# ![@valuehurts Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1371504234886234112.png) @valuehurts ValueHurts

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

### Engagements: [------] [#](/creator/twitter::1371504234886234112/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1371504234886234112/c:line/m:interactions.svg)

- [--] Week [-----] +156%
- [--] Month [------] -87%
- [--] Months [-------] +182%
- [--] Year [-------] +193%

### Mentions: [--] [#](/creator/twitter::1371504234886234112/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1371504234886234112/c:line/m:posts_active.svg)

- [--] Month [--] -37%
- [--] Months [---] +19%
- [--] Year [---] +1.70%

### Followers: [-----] [#](/creator/twitter::1371504234886234112/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1371504234886234112/c:line/m:followers.svg)

- [--] Week [-----] +0.28%
- [--] Month [-----] +1.10%
- [--] Months [-----] +11%
- [--] Year [-----] +27%

### CreatorRank: [-------] [#](/creator/twitter::1371504234886234112/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1371504234886234112/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26.27% [stocks](/list/stocks)  13.56% [countries](/list/countries)  12.71% [celebrities](/list/celebrities)  3.39% [travel destinations](/list/travel-destinations)  3.39% [technology brands](/list/technology-brands)  2.54% [fashion brands](/list/fashion-brands)  1.69% [luxury brands](/list/luxury-brands)  1.69% [currencies](/list/currencies)  1.69% [social networks](/list/social-networks)  1.69%

**Social topic influence**
[in the](/topic/in-the) 12.71%, [market](/topic/market) 7.63%, [$imbl](/topic/$imbl) 6.78%, [fund](/topic/fund) #1032, [gas](/topic/gas) 5.93%, [$dgel](/topic/$dgel) #4, [debt](/topic/debt) #1669, [$ashml](/topic/$ashml) #24, [we are](/topic/we-are) 5.08%, [business](/topic/business) 5.08%

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@icbarrett](/creator/undefined) [@ianmiles](/creator/undefined) [@calvinfroedge](/creator/undefined) [@purdieworldwide](/creator/undefined) [@passportandpix](/creator/undefined) [@jamesbg](/creator/undefined) [@mpelletiercio](/creator/undefined) [@jenny1884](/creator/undefined) [@marionawfal](/creator/undefined) [@avenaim](/creator/undefined) [@drelidavid](/creator/undefined) [@noholyscripture](/creator/undefined) [@kirbypj](/creator/undefined) [@jameslucasit](/creator/undefined) [@stumpyy28](/creator/undefined) [@zerohedge](/creator/undefined) [@joneriksson](/creator/undefined) [@juliadavisnews](/creator/undefined)

**Top assets mentioned**
[Schlumberger NV (SLB)](/topic/$slb) [Nov Inc (NOV)](/topic/$nov) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/valuehurts/status/1754987539818045760)  2024-02-06T21:56Z [----] followers, [---] engagements


"I quite like the chart of Fresnillo $fres.l"  
[X Link](https://x.com/valuehurts/status/1792082704256696356)  2024-05-19T06:39Z [----] 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](https://x.com/valuehurts/status/1895400467121008664)  2025-02-28T09:07Z [----] followers, [---] engagements


"$IMB.L $HAYPP.ST $BATS.L"  
[X Link](https://x.com/valuehurts/status/1909878519951167988)  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](https://x.com/valuehurts/status/1983454618731557303)  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](https://x.com/valuehurts/status/1986333788658413708)  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](https://x.com/valuehurts/status/1987784147168117083)  2025-11-10T07:27Z [----] followers, [----] engagements


"If you had to put all your portfolio into one company today what would it be"  
[X Link](https://x.com/valuehurts/status/1995624073288958411)  2025-12-01T22:40Z [----] followers, [----] engagements


"Christmas movies $dge.l Blade runner 2049"  
[X Link](https://x.com/valuehurts/status/2003873052283777354)  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](https://x.com/valuehurts/status/2007045927710662840)  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](https://x.com/valuehurts/status/2007046578461446387)  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](https://x.com/valuehurts/status/2008101040856387839)  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](https://x.com/valuehurts/status/2011845469232628038)  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](https://x.com/valuehurts/status/2013225911928140004)  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](https://x.com/valuehurts/status/2014375427867906319)  2026-01-22T16:31Z [----] 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](https://x.com/valuehurts/status/2014749894397862152)  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](https://x.com/valuehurts/status/2019695126310765030)  2026-02-06T08:50Z [----] 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](https://x.com/anyuser/status/1692951314836128171)  2023-08-19T17:27Z [----] followers, [----] engagements


"@avenaim @DrEliDavid Like the Afghans Vietnamese Russians Iraqis and Syrians How did those go"  
[X Link](https://x.com/anyuser/status/1737449271639556439)  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](https://x.com/anyuser/status/1755734169932431572)  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](https://x.com/anyuser/status/1873814459128701377)  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](https://x.com/anyuser/status/1874089002526982632)  2024-12-31T13:43Z [----] followers, 17.2K engagements


"@kirby_pj @elonmusk Bet you voted remain. Lol 😂"  
[X Link](https://x.com/anyuser/status/1874883345966125328)  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](https://x.com/anyuser/status/1875269947125068112)  2025-01-03T19:56Z [----] followers, 15.2K 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](https://x.com/valuehurts/status/2019322683306213836)  2026-02-05T08:10Z [----] followers, [---] engagements


"Diageo VS S&P total returns Similarities with [----]. $dge.l Forward P/E ests . Shown below"  
[X Link](https://x.com/valuehurts/status/2019707802995077155)  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](https://x.com/valuehurts/status/2021230897760985511)  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](https://x.com/valuehurts/status/2021914271370686470)  2026-02-12T11:48Z [----] 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](https://x.com/valuehurts/status/1917463087688421425)  2025-04-30T06:16Z [----] 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](https://x.com/valuehurts/status/1978351247070535855)  2025-10-15T06:44Z [----] 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](https://x.com/valuehurts/status/1709816099204714708)  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](https://x.com/valuehurts/status/1713558420568097232)  2023-10-15T14:12Z [----] 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](https://x.com/valuehurts/status/1762969062525550927)  2024-02-28T22:32Z [----] 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](https://x.com/valuehurts/status/1783212813336424470)  2024-04-24T19:13Z [----] followers, [----] 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](https://x.com/valuehurts/status/1853865008263778562)  2024-11-05T18:20Z [----] 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](https://x.com/valuehurts/status/1910665342537318629)  2025-04-11T12:04Z [----] followers, [----] engagements


"@ICBarrett From various places. Mostly following clever people then doing my own research. I also read a lot of institutional research at work"  
[X Link](https://x.com/valuehurts/status/1970129717958160890)  2025-09-22T14:15Z [----] followers, [---] 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](https://x.com/valuehurts/status/1501272721774235655)  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](https://x.com/valuehurts/status/1517064222907195396)  2022-04-21T08:54Z [----] followers, [--] engagements


"@ggreenwald @SystemUpdate_"  
[X Link](https://x.com/valuehurts/status/1665852275724546051)  2023-06-05T22:45Z [----] 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](https://x.com/valuehurts/status/1683583781284851718)  2023-07-24T21:03Z [----] 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](https://x.com/valuehurts/status/1692824387542471085)  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](https://x.com/anyuser/status/1692844933177053564)  2023-08-19T10:24Z [----] followers, [----] engagements


"@ProgIntl This is like Margaret Thatcher on cocaine"  
[X Link](https://x.com/valuehurts/status/1726732123942306150)  2023-11-20T22:39Z [----] 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](https://x.com/valuehurts/status/1728186924446150709)  2023-11-24T23:00Z [----] followers, [----] engagements


"@SpriterMonitor1 Everyone thinks Germany is weak until you need a new dishwasher"  
[X Link](https://x.com/valuehurts/status/1730128941979975768)  2023-11-30T07:37Z [----] followers, 15K engagements


"@ericnuttall If US shale were going wild we would see Hunting Titan sales explode. Not happening"  
[X Link](https://x.com/anyuser/status/1732787075034824918)  2023-12-07T15:40Z [----] 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](https://x.com/valuehurts/status/1732827222581346760)  2023-12-07T18:19Z [----] followers, [---] engagements


"@thetimes Just give everyone a voucher for the money that the government would spend on their childs education and make all schools private. Let the parents decide where to send their children"  
[X Link](https://x.com/valuehurts/status/1733891974145429694)  2023-12-10T16:50Z [----] followers, 45.2K engagements


"@ianmiles The Son of Hel the Norse God of the underworld Nah nice Christian tradition"  
[X Link](https://x.com/anyuser/status/1739432423614476378)  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](https://x.com/anyuser/status/1740501939526529437)  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](https://x.com/anyuser/status/1741944317118214570)  2024-01-01T22:07Z [----] followers, 24.8K 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](https://x.com/valuehurts/status/1743585529390645444)  2024-01-06T10:49Z [----] followers, [----] engagements


"@bohomoth @Barnack1Kev @Fludded Austerity lol highest tax burden and public spending outside of a war"  
[X Link](https://x.com/valuehurts/status/1749071921092624483)  2024-01-21T14:10Z [----] 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](https://x.com/anyuser/status/1756603592390086930)  2024-02-11T08:58Z [----] followers, 11.6K 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](https://x.com/valuehurts/status/1759129438564876740)  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](https://x.com/valuehurts/status/1761356487232794869)  2024-02-24T11:44Z [----] 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](https://x.com/valuehurts/status/1765229830662943036)  2024-03-06T04:16Z [----] followers, [---] engagements


"Current positioning. Precious metal related now at around 24%. Energy related around 30% Em 14% recurring consumer around 32%"  
[X Link](https://x.com/valuehurts/status/1774804286775472290)  2024-04-01T14:21Z [----] followers, [----] engagements


"@LizWebsterSBF What austerity Highest tax and spend outside of a world war"  
[X Link](https://x.com/valuehurts/status/1782329470700884364)  2024-04-22T08:43Z [----] 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](https://x.com/anyuser/status/1783265408360825068)  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](https://x.com/valuehurts/status/1783974226568900958)  2024-04-26T21:39Z [----] followers, [----] engagements


"@RichardBurgon Oil and gas never hurt me"  
[X Link](https://x.com/valuehurts/status/1783991136559771759)  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](https://x.com/anyuser/status/1799334934487707847)  2024-06-08T06:57Z [----] followers, [----] engagements


"@lebron_ex Seems like a nice diversified portfolio"  
[X Link](https://x.com/valuehurts/status/1803309368089235936)  2024-06-19T06:10Z [----] followers, 14.5K engagements


"@PurdieWorldwide @PassportAndPix So who pays for it"  
[X Link](https://x.com/valuehurts/status/1803564372528112122)  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](https://x.com/anyuser/status/1803564993675227346)  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](https://x.com/anyuser/status/1815110350397735301)  2024-07-21T19:43Z [----] followers, 13.7K engagements


"@calvinfroedge Pretty much the whole of the Brazilian stock market"  
[X Link](https://x.com/valuehurts/status/1815838610287124983)  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](https://x.com/valuehurts/status/1816446773855953123)  2024-07-25T12:13Z [----] followers, [---] engagements


"@James_BG Great so the more we build the more we need to subsidise them because they are uneconomic"  
[X Link](https://x.com/valuehurts/status/1816447160478548314)  2024-07-25T12:15Z [----] 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](https://x.com/valuehurts/status/1817655496129847575)  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](https://x.com/valuehurts/status/1822687987362070940)  2024-08-11T17:34Z [----] followers, [----] engagements


"@PaulSkallas What the EU needs is less regulation. Then this could happen"  
[X Link](https://x.com/anyuser/status/1826584038003671372)  2024-08-22T11:35Z [----] followers, [----] engagements


"@rcolvile We are basically trying to do what Germany has already failed at. They spent around [--] Trillion on solar and wind energy and they are now digging up more coal than before"  
[X Link](https://x.com/valuehurts/status/1831951392917090514)  2024-09-06T07:03Z [----] 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](https://x.com/anyuser/status/1834018716834480293)  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](https://x.com/anyuser/status/1842208206677827948)  2024-10-04T14:20Z [----] 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](https://x.com/anyuser/status/1845522750947102875)  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](https://x.com/anyuser/status/1846306853900173714)  2024-10-15T21:47Z [----] followers, 11.6K engagements


"@TomBaldwin66 Ironic coming from somebody who has never created any wealth for anybody"  
[X Link](https://x.com/valuehurts/status/1849960710601650274)  2024-10-25T23:46Z [----] followers, [----] engagements


"Picked up a position in $Haypp.st lets hope this waterfall is an overreaction"  
[X Link](https://x.com/valuehurts/status/1855996296160567517)  2024-11-11T15:29Z [----] 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](https://x.com/anyuser/status/1860717604681241028)  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](https://x.com/anyuser/status/1862609164897329637)  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](https://x.com/anyuser/status/1862627063695372486)  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](https://x.com/anyuser/status/1865378934092669218)  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](https://x.com/anyuser/status/1865379512294228158)  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](https://x.com/valuehurts/status/1868421464073924833)  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](https://x.com/valuehurts/status/1868819907305259118)  2024-12-17T00:46Z [----] followers, [----] engagements


"@Osint613 As soon as the Muslim brotherhood and Iran were allied with Hamas it was over They should have played it cool and cuddled up with the Saudis"  
[X Link](https://x.com/anyuser/status/1869092989945229702)  2024-12-17T18:51Z [----] 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](https://x.com/anyuser/status/1869854197673537892)  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](https://x.com/anyuser/status/1874035603005989208)  2024-12-31T10:11Z [----] followers, 26K engagements


"@AaronBastani Hybrids are dramatically increasing. They still use petrol. The Chinese are buying EVs as they are cheap due to massive subsidies"  
[X Link](https://x.com/anyuser/status/1874573424414363820)  2025-01-01T21:48Z [----] followers, [----] 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](https://x.com/anyuser/status/1879510656401215884)  2025-01-15T12:47Z [----] followers, [----] engagements


"@NiohBerg Would have been more newsworthy if she had worn a headscarf. yawn"  
[X Link](https://x.com/valuehurts/status/1884730825318469990)  2025-01-29T22:30Z [----] followers, 10.1K 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](https://x.com/valuehurts/status/1889631677657346315)  2025-02-12T11:04Z [----] followers, [----] engagements


"@mat9364585 @Jenny_1884 Lol so house cost 3.5x your salary"  
[X Link](https://x.com/valuehurts/status/1889632149369716825)  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](https://x.com/valuehurts/status/1891627430000972110)  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](https://x.com/valuehurts/status/1896133306296717451)  2025-03-02T09:39Z [----] followers, [----] engagements


"@MPelletierCIO Whats wrong is that most people dont understand the history of this conflict"  
[X Link](https://x.com/valuehurts/status/1898405466906005533)  2025-03-08T16:08Z [----] followers, [----] engagements


"@MelJStride @SteveBakerFRSA Socialist Tories created the problem so the public voted for more socialism"  
[X Link](https://x.com/valuehurts/status/1904628709262577877)  2025-03-25T20:17Z [----] followers, [----] engagements


"@zatzi @ICBarrett This is state sector vs private sector private sector is buckling"  
[X Link](https://x.com/valuehurts/status/1905353443478294989)  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](https://x.com/anyuser/status/1906739394473545941)  2025-03-31T16:04Z [----] followers, [----] engagements


"@clairebubblepop Had socialist Tories and then voted for more socialism"  
[X Link](https://x.com/valuehurts/status/1907534404831920563)  2025-04-02T20:43Z [----] 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](https://x.com/anyuser/status/1908076669199417506)  2025-04-04T08:38Z [----] 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](https://x.com/valuehurts/status/1913975002724003901)  2025-04-20T15:16Z [----] followers, [----] engagements


"Current portfolio positioning"  
[X Link](https://x.com/anyuser/status/1914731018726334469)  2025-04-22T17:20Z [----] 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](https://x.com/valuehurts/status/1919327430138896770)  2025-05-05T09:44Z [----] followers, [----] engagements


"Was @hkuppy the Mongolia guy that Warren mentioned"  
[X Link](https://x.com/valuehurts/status/1919337997222211704)  2025-05-05T10:26Z [----] 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](https://x.com/anyuser/status/1925255898332602556)  2025-05-21T18:22Z [----] 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](https://x.com/valuehurts/status/1927146191856246801)  2025-05-26T23:33Z [----] followers, [----] engagements


"@BillAckman Ukraine needs a big response from Russia so they can draw in allies to fight. Russians know this and will continue just grinding them down and advancing"  
[X Link](https://x.com/valuehurts/status/1930573351480701025)  2025-06-05T10:32Z [----] 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](https://x.com/valuehurts/status/1932111647281172858)  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](https://x.com/valuehurts/status/1938688258382164054)  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](https://x.com/anyuser/status/1941782258483916907)  2025-07-06T08:52Z [----] followers, 121.2K engagements


"@alphadog001 @MarioNawfal @elonmusk Guess how much concrete would go into [---] of these"  
[X Link](https://x.com/valuehurts/status/1941854157989658937)  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](https://x.com/valuehurts/status/1955650777009242115)  2025-08-13T15:20Z [----] 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](https://x.com/anyuser/status/1959224462605226250)  2025-08-23T12:01Z [----] followers, 11.1K engagements

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