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[@valuehurts](/creator/twitter/valuehurts)
"Constellation software. $csu.to Hope he pulls through. Stock is also in a tough place. When it rains it pours"  
[X Link](https://x.com/valuehurts/status/1971463448530911354) [@valuehurts](/creator/x/valuehurts) 2025-09-26T06:34Z 2024 followers, 1588 engagements


"This is a really exciting business bit like a Haypp group/adyen/Relx/Uber serial aquirer mashup for the trucking industry in Europe. Growing strongly with serial acquirer tendencies. Founder owned and operated $ewg.l"  
[X Link](https://x.com/valuehurts/status/1977332021761560840) [@valuehurts](/creator/x/valuehurts) 2025-10-12T11:14Z 2025 followers, 1288 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 X generic pharma biz and some $Bats.l"  
[X Link](https://x.com/valuehurts/status/1648449114676559872) [@valuehurts](/creator/x/valuehurts) 2023-04-18T22:11Z 2027 followers, XXX 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/valuehurts/status/1860717604681241028) [@valuehurts](/creator/x/valuehurts) 2024-11-24T16:10Z 2025 followers, 3839 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"  
[X Link](https://x.com/valuehurts/status/1910665342537318629) [@valuehurts](/creator/x/valuehurts) 2025-04-11T12:04Z 2026 followers, 2216 engagements


"Trimmed a touch more Golden Prospect precious and some PanAmerican Silver initiated a position in Pernod Ricard $RI.PA"  
[X Link](https://x.com/valuehurts/status/1971529688473563421) [@valuehurts](/creator/x/valuehurts) 2025-09-26T10:58Z 2026 followers, XXX engagements


"@KairosPraxis Agree Ive been dragging my heels regarding Danaher Adobes numbers look amazing but I need to spend time understanding the moat. CSU - I probably should have bought already but do prefer the smaller VIS acquirers. Intuitive - not sure yet not very hated yet"  
[X Link](https://x.com/valuehurts/status/1975085931968569467) [@valuehurts](/creator/x/valuehurts) 2025-10-06T06:29Z 2026 followers, XXX engagements


"I am starting to feel really excited about owning Diageo here. Would love a final washout to really get stuck in to shares deep moat and virtually indestructible business"  
[X Link](https://x.com/valuehurts/status/1975692256490496197) [@valuehurts](/creator/x/valuehurts) 2025-10-07T22:38Z 2025 followers, 2038 engagements


"Aberdeen property in Scotland is an interesting proposition if you believe that eventually the crazy North Sea taxes will be reversed and oil prices go up Boom town cycle"  
[X Link](https://x.com/valuehurts/status/1976176125752774666) [@valuehurts](/creator/x/valuehurts) 2025-10-09T06:41Z 2026 followers, XXX engagements


"@Martyn_Lockhart What company is this Barratt Redrow"  
[X Link](https://x.com/valuehurts/status/1977018797677854927) [@valuehurts](/creator/x/valuehurts) 2025-10-11T14:29Z 2027 followers, XX 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) [@valuehurts](/creator/x/valuehurts) 2025-02-28T09:07Z 2024 followers, XXX engagements


"$IMB.L $HAYPP.ST $BATS.L"  
[X Link](https://x.com/valuehurts/status/1909878519951167988) [@valuehurts](/creator/x/valuehurts) 2025-04-09T07:58Z 2024 followers, XXX engagements


"Most hated but quality imnsho would be $NOV and $SLB Pernod and Diageo also in the bin. Swiss stocks that have US earnings are getting killed like SIKA Nestle Lonza etc. all good businesses"  
[X Link](https://x.com/valuehurts/status/1975246128229851460) [@valuehurts](/creator/x/valuehurts) 2025-10-06T17:05Z 2024 followers, XXX engagements


"@LogicalThesis Wish my Diageo and Schlumberger were exhibiting late cycle behaviour"  
[X Link](https://x.com/valuehurts/status/1978198704583586076) [@valuehurts](/creator/x/valuehurts) 2025-10-14T20:38Z 2024 followers, XXX engagements


"$imb.l $bats.l"  
[X Link](https://x.com/valuehurts/status/1978351247070535855) [@valuehurts](/creator/x/valuehurts) 2025-10-15T06:44Z 2024 followers, XXX engagements


"They deal with cartels Silver bear markets high energy prices and hostile governments. I remember this doing 10X from the bottom of XX. Totally dead but still the biggest primary silver miner in the world. Ready to 🚀 🌙 when the move comes Fresnillo $FRES.l"  
[X Link](https://x.com/valuehurts/status/1767665067863019578) [@valuehurts](/creator/x/valuehurts) 2024-03-12T21:32Z 2024 followers, 1708 engagements


"I quite like the chart of Fresnillo $fres.l"  
[X Link](https://x.com/valuehurts/status/1792082704256696356) [@valuehurts](/creator/x/valuehurts) 2024-05-19T06:39Z 2025 followers, 8121 engagements


"Final boss of deep value Azvalor international Great minds think alike with the recent sizing up of Glencore and Schlumberger. Initial position in Diageo also Youll need to zoom in"  
[X Link](https://x.com/valuehurts/status/1957571468302119101) [@valuehurts](/creator/x/valuehurts) 2025-08-18T22:33Z 2024 followers, 1454 engagements


"200% up in the portfolio and still hasnt left the atmosphere $fres.l"  
[X Link](https://x.com/valuehurts/status/1962831874163712505) [@valuehurts](/creator/x/valuehurts) 2025-09-02T10:56Z 2024 followers, 1498 engagements


"What do people think of Constellation Softwares valuation here Im looking at a forward p/e of 28x dropping to 23x is that right $csu.to"  
[X Link](https://x.com/valuehurts/status/1972712519346065765) [@valuehurts](/creator/x/valuehurts) 2025-09-29T17:18Z 2025 followers, XXX engagements


"Those healthcare names ripping wanted to buy AstraZeneca Thermo and Danaher but find it difficult to buy once out of the pit of despair"  
[X Link](https://x.com/valuehurts/status/1973486113059905823) [@valuehurts](/creator/x/valuehurts) 2025-10-01T20:32Z 2025 followers, XXX engagements


"What is the most hated/neglected but high quality business right now"  
[X Link](https://x.com/valuehurts/status/1974958906742096015) [@valuehurts](/creator/x/valuehurts) 2025-10-05T22:04Z 2025 followers, 40.1K engagements


"Trimmed my golden prospect precious again. Scaled up my Schlumberger position substantially. $SLB $GPM.L"  
[X Link](https://x.com/valuehurts/status/1975130748572307664) [@valuehurts](/creator/x/valuehurts) 2025-10-06T09:27Z 2025 followers, XXX engagements


"In a few years Schlumberger and NOV will have price moves similar to what we are seeing today in the PM miners and AI stocks $slb $nov"  
[X Link](https://x.com/valuehurts/status/1976054311110180933) [@valuehurts](/creator/x/valuehurts) 2025-10-08T22:37Z 2025 followers, XXX engagements


"Nobody thinks this could happen again mortgage rates at 15%"  
[X Link](https://x.com/valuehurts/status/1977416043716116786) [@valuehurts](/creator/x/valuehurts) 2025-10-12T16:48Z 2025 followers, 5373 engagements


"@TRAVmoneyofmine Easy you just buy stocks before a dividend and then sell them buy another. Or maybe a VC fund"  
[X Link](https://x.com/valuehurts/status/1978898665923092590) [@valuehurts](/creator/x/valuehurts) 2025-10-16T18:59Z 2024 followers, 2860 engagements