Lewis Robinson @ExpectingValue
Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments lewissrobinson.com Welwyn Garden City, England Joined July 2011-
Tweets7K
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Following102
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Buffett-quoting is the most boring cliche on Twitter but: "You pay a high price for a cheery consensus" ... is an all time great
Buffett-quoting is the most boring cliche on Twitter but: "You pay a high price for a cheery consensus" ... is an all time great
In Glasgow at the #MACF Macfarlane AGM on Tuesday - give me a shout if you're based there and fancy a coffee (Or give me your top local tips, I'll have time in the afternoon and have never been before!)
Relevant re: UK, too
open.spotify.com/episode/57MN1Q… Really enjoyed this pod interview with @therestismoney Peston and Liz Truss. Equal parts shaking my head and nodding along with complete agreement (with both of them!)
Alejandro Estebaranz @alex_estebaranz
72K Followers 1K Following Presidente True Value Investments SGIIC S.A. | True Value F.I. ( ES0180792006). Value investor. Ingeniero en org. Industrial y @Artedeinvertir
Rhomboid1🇺🇦 @rhomboid1MF
9K Followers 247 Following investor in equities and property,often the wrong side of history, generally tetchy and quick to judge, usually wrongly...also talks too much
Aston Girl @reb40
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WheelieDealer @wheeliedealer
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Cockney Rebel @RebelHQ
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James @1James1n1
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Miserly Investor @miserlyinvestor
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José Juárez @jose_juarez_7
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Donald Pond @DonaldPond6
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Simon @BrilliantLeader
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Adrià Rivero - Inver.. @adriarivero_
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Scotty @sco15375772
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Andrew 🇺🇦 @fundhunter_co
6K Followers 921 Following Hunting for the best investment funds. The game is afoot. To support free Twitter content: https://t.co/AXsfS2lMbz Website: https://t.co/wWxHweC1Up
Dave Waters @alluvialcapital
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Wexboy @Wexboy_Value
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Paul Hawkins @Hawkeye_74
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Simon Hedger 🇺🇦 @vodkaquickstep
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Oghenetega Sunny-Idig.. @_phen0m_
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[email protected] @rowe123hot47974
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Free Capitalist @hitter_craig
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Max Ward 🐝 @iammaxward
782 Followers 5K Following Spreadsheets, PowerPoints & Family (order flexible). Reinventing Private Equity for exit & scale proven mgmt. Already trusted by teams who exited +£2bn 🚀
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SmallcapGlobalValue @SmallcapGlobal
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Darren Read @mrdarrenread
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TruthorDare @NoviceInvest72
13 Followers 71 Following
HereToLearn @HereToL57697536
9 Followers 392 Following Still learning so don’t tweet yet. If I follow you, you probably wrote something I found to be thought provoking. Portfolio: deep value; small cap; non-US
Jack @mahonschleb
160 Followers 595 Following
Laurence Hulse @laurence_hulse
655 Followers 334 Following Fund Manager with an active style. Investment Director at Dowgate Wealth, Founder & Lead Manager of Onward Opportunities Ltd ONWD LN
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114 Followers 243 Following Occasional skiier, sipper, traveller and trotter. LedgFit
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Pear @cwtqrdfqwf
24 Followers 893 Following 私は旅行、ゴルフ、フィットネス、スポーツ、文化や新しいことを体験して幸せにすることが好きです🎀🎀🎀🎀 あなたは成長して、すばらしい所も出会います~✊✊ 私と志を同じくする人に出会いたいです.....😊 私も日本語を習っています。💖
ビンビン @bfnogfqwfqw
23 Followers 687 Following 水泳、ゴルフ、乗馬、フィットネス、ヨガ、ピラティス、キャンプが好きで、さまざまな新しいことに挑戦するのが好きです🎀🎀🎀🎀 成長への道には必ず山あり、辛いこともありますが、一緒に頑張りましょう。.....😊 私も日本語を習っています。💖
Alberto Monreal Roper.. @ropero_monreal
9 Followers 23 Following
Groucho @888rw
517 Followers 3K Following
Ah @ahs_1705
76 Followers 206 Following
Patrick Yates @paddyyates
43 Followers 123 Following
didi @teocbzhe3lx30
4 Followers 92 Following Disfruto viajar y conocer gente. Si tienes más de 26 años y estás dispuesto a ser mi guía turístico, podemos convertirnos en buenos amigos. Agrega mi Whats.
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22 Followers 88 Following
Paco Fernandez @FJFGestione
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2x4value @2x4value
14 Followers 71 Following Small-cap investing ideas that smack you round the head like a 2x4. Extreme rock turner.
David @DGR_87
28 Followers 18 Following
Slow Jorgen @SlowJorgen
16 Followers 224 Following
Rhomboid1🇺🇦 @rhomboid1MF
9K Followers 247 Following investor in equities and property,often the wrong side of history, generally tetchy and quick to judge, usually wrongly...also talks too much
Aston Girl @reb40
8K Followers 490 Following
James @1James1n1
6K Followers 249 Following I tweet mainly about personal finance & shares. My tweets are not investment advice. Do your own research.
Stock Whittler @dosh100
6K Followers 533 Following Full-time investor in quality stocks. My aim is to continually reduce the doubling time of my Voyager portfolio. I don’t tweet YTD, ATH, daily % move stuff.
Scotty @sco15375772
2K Followers 486 Following
Wexboy @Wexboy_Value
9K Followers 35 Following A blog about value investing, mostly in UK, Irish & US listed stocks.
Paul Hawkins @Hawkeye_74
3K Followers 784 Following Mostly an investor, sometimes a trader. Always a fixed income fanatic. Trying to survive first 30 yrs as an investor after a career in bond trading.
Simon Hedger 🇺🇦 @vodkaquickstep
3K Followers 638 Following Private investor, Chartered Engineer and SME owner. Working towards quiet freedom & enjoying the journey. “Price is what you pay, value is what you get”.
Steve Markus @smarkus
4K Followers 208 Following Ex-IT and consultancy, long-term investor UK equities, short-term trader every now and again. Small and mid cap specialist. Retweets are not endorsements.
Cockerhoop @RanmoorRuffian
2K Followers 570 Following Small Cap Investor, Cyclist, Sports and Indie Music fan.
MrContrarian 🇺🇦 @MrContrarian
7K Followers 1K Following Cheering, sneering & jeering from Planet Smallcap. Full time UK investor. Performance: 12% PA since 2000. I am BS intolerant. Don't get me started.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Maynard Paton @MaynardPaton
4K Followers 35 Following Investor | Contributor, Affiliate & Advocate for SharePad | 'Pioneer of RAMP investing' | 'Retail Investor Blogger' | 'Independent Investment Commentator'
Olivier @ReturnsJourney
8K Followers 2K Following Investor, discoverer of hidden stock gems at https://t.co/Bju6N5dgYF
Laurence Hulse @laurence_hulse
655 Followers 334 Following Fund Manager with an active style. Investment Director at Dowgate Wealth, Founder & Lead Manager of Onward Opportunities Ltd ONWD LN
Mallard Research @MallardResearch
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6K Followers 1K Following Bringing you the best of dull men and women from around the world. Mostly undiagnosed autism.
OneBagger @onebeggar
2K Followers 431 Following Long-term investor. Keep those wonderful 10 and 100 baggers, I'll take the garbage one-baggers instead.
Patxi @patcat68
760 Followers 552 Following It’s pronounced Patchy! UK investor with 20+ experience. PF is around 40% ITs, 40% large/mid cap & 15% small/AIM Chartered Engineer, CEng
Hedgewatch (Brevartha.. @Hedgewatch1
995 Followers 288 Following Founder, Brevarthan Research. Armchair alpha. Frequently wrong. Opinions are not investment advice. Energy and other shorts. Some longs. Do your own research.
Walter @walt373
5K Followers 4K Following
Alex Sweet @sweetstocksblog
528 Followers 3K Following Active investor, former international small cap portfolio manager. One new high quality write-up per week at link below.
TenchInvest @10_ch_10
16K Followers 15 Following Private gaming investor. 10Y-CAGR (2014-2023): 26%. No advice; DYODD.
Rodney’sKidBrother @RodneysKidBroth
149 Followers 222 Following Special Sits and Frank the Tank quotes, what more could a man want?
Brent Muio @brentmuio
1K Followers 517 Following Aerospace Engineer | Pension Fund Allocator | PE, RE, PC, Infra | Ex Aerospace MRO, Ex Electrical Generation Hydro, Wind, Gas, Coal
Jeff Moore @ragnarisapirate
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Nathaniel August @alpha_exposure
6K Followers 397 Following this is not investment advice. just entertainment, comedy, and some observations. don’t take it (too) seriously
Mikro Kap David @david_katunaric
7K Followers 338 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
ValueHurts @valuehurts
1K Followers 354 Following Buyer at point of maximum pessimism. Not investment advice, do your own due diligence.
Simon Evan-Cook @simonevancook
254 Followers 153 Following Fund manager, columnist and starer-outer of windows.
Algy Hall @AlgyHall
2K Followers 919 Following Author: 4 Ways to Beat the Market / @Citywire Elite Companies, Investment Editor: the world’s best portfolio managers biggest bets/ also kids books https://t.co/Sm4IQPPY0s
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richard donnell @richard_donnell
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12K Followers 138 Following The name says it all. Not investment advice.
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86 Followers 8 Following “An investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return”
MG - investor @MGinvestor
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Evan Tindell @evantindell
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Jack @jpbrumby
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Gareth Brown @forager_gareth
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Dorian - Belvoir! @Dorian_Belvoir
12K Followers 4K Following @BelvoirUK for 19 yrs, managing £15billion of UK property across 460 offices. Sharing property franchise news and views. Volunteer for @PrincesTrust
#ASY Andrews Sykes - record full year operating profit at 22.7mm - impressive considering the sweltering Summer in ‘22. They will exit the French market but have started German operations. Southern Europe continues to do well.
@JimWall84 Yep, pretty incredible margin performance in H2, flat profits on 11% revenue drop. Throwing off cash as always. #ASY
@ExpectingValue "Invert, always invert"
People who want the British economy to grow more quickly should consider framing faster GDP growth as "banning low GDP" to try and pique the government's interest in it.
Bars, restaurants and offices will be barred from creating new premises with gender-neutral lavatories, under changes to the law to take effect later this year ⬇️ thetimes.co.uk/article/gender…
@EricUKInvestor Snap. I trust the management and appreciate their track-record of incremental improvement. But broker forecasts are tracking down (making inline easier to hit) and I can see the buoyant share price retracing. So it's back on the watchlist for me as well.
@damianbcannon @EricUKInvestor Not criticising your actions but no wonder companies are deserting the UK market at an alarming rate when even solid companies on a relatively modest rating with conservative management get sold down on short term trading downturns although forecasts remain intact.
Just flicked through 174 page full year results pdf of a reit. I can get details on the ethnicity composition of the employees but not a list of assets...
I think it is basically a prisoner's dilemma. If everyone cooperates (plays fairly), everyone is better off (free trade). But you also want to be vigilant so you are not taken advantage of by defectors.
For example, steel is a bad business during peacetime but essential during wartime. It is possible to play the long game, using free trade as a giant lever, to manipulate rival countries' industries using their decision-making based on short-term profits/losses against them.
I've come around a lot on protectionism over the last few years. Price signals are very valuable if they are a true reflection of supply/demand. But that's a big assumption. States can easily put their hand on the scale and distort the market to gain strategic advantages.
Everyone was posting cocoa price charts recently and then stopped. Wonder what happened with that?
The twitter chart posting indicator remains undefeated.
The question we should ask is: "Why aren't more companies investing in the UK to take advantage of this incredible supply of cheap highly-skilled labour?" x.com/bernoullidefec…
British Redditors exist in a strange universe where everyone is an extremely well qualified STEM worker yet paid like a Lidl cashier
@ExpectingValue Some go to Omaha and others to Glasgow ♥️
@ExpectingValue off George Sq glasgowlife.org.uk/museums/venues…
@ExpectingValue all about 5/10 minutes from Cambridge St x.com/the_state_bar bonaccordpub.com thepotstill.co.uk
@ExpectingValue Kelvingrove Art Gallery is excellent
@ExpectingValue Scotia bar is legendary. Great restaurants in Finneston. Football fan? Tour of Paradise ☘️
@kab604 Had exactly the same thought when watching this clip. If reaching AGI has (quasi) infinite "EV", then you can "justify" whatever costs to (try to) get there.
Major SBF vibes coming off this guy
Sam Altman: I don't care if we burn $50 billion a year, we're building AGI and it's going to be worth it
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