Richard Beddard @RichardBeddard
Investor, writer, etc. • A 🙂 beats a 🙁 beddard.net Cambridge, England Joined April 2007-
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Today is St George’s Day, the patron saint of England, so here is a magnificent wall painting of George fighting the dragon. From Pickering Church depicting, North Yorkshire, dating to around 1470. I shall nod to the bluebells today.
I really enjoyed this excellent @ShareScope #investing article, "Homing in on #quality" by @RichardBeddard 🌟 Using the #SharePad screening process Richard identified 18 out of 21 good-quality businesses✅ #Stocks #Shares. knowledge.sharescope.co.uk/2024/04/10/hom…
📑Interesting read by @RichardBeddard on Nichols (#NICL) knowledge.sharescope.co.uk/2024/04/24/nic… 🔑key takeaway points for me were: 1. Nichols' profitability thrives when focused on marketing soft drinks, particularly its high-selling product, Vimto. 2. Goodwill impairments from acquisitions…
Investec floats a £100m target for St Tropez disposal proceeds, likely to be a well-informed number as they are PZ Cusson’s house broker. (I read it in the Sun!) #PZC
Investec floats a £100m target for St Tropez disposal proceeds, likely to be a well-informed number as they are PZ Cusson’s house broker. (I read it in the Sun!) #PZC https://t.co/qK4rMEtEaC
Trying to portray iridescence using only black and white. It’s a tricky challenge but I’m enjoying it. (Ink on Scraperboard.)
22 yrs ago, while writing Mountains of the Mind, I studied George Mallory's original letters home from Everest in 1921, '22 & '24, in Magdalene College's archive. Now they've digitised/published them all. Fascinating, moving documents. Open access here: magdalene.maxarchiveservices.co.uk/index.php/to-r…
To some folk this might seem a daft thing to get excited about, but I’ve been hoping to come across one of these Wren farthing coins for years, and today I was given one in my change from a visit to the shop - so pleased!
Neil Woodford returns as financial commentator: ‘I am neither hero nor villain’ fnlondon.com/articles/neil-… via @FinancialNews
Japan’s iSpace HAKUTO-R lander captured this stunning photo in orbit around our Moon while a solar eclipse was occurring on Earth. You can see the Moon’s dark shadow passing above Australia as a dark smudge.
In this article, @RichardBeddard tightens up his “Minimum Quality” filter so that SharePad is doing more of the heavy lifting. In a not-very-scientific test, 18 out of 21 good-quality businesses were identified by it. knowledge.sharescope.co.uk/2024/04/10/hom…
Some thoughts on the impact of generative AI on the jobs of computer programmers: curoservices.com/ai-and-coding/ #GenerativeAI #Programming #JobLosses
Among the Cuckoo flowers this morning as a brief bit of sunshine lit up the dew.
Just one click away, in investing etc 0009.... Annual report season, InterContinental Hotels, Moneysupermarket.com, SThree, Me Group, Senior, Renew Holdings, 4Imprint, the fastest growing company in the UK - and it’s a B Corp! substack.com/home/post/p-14…
I’ve often wondered how many planets in the cosmos have a moon that is precisely the same apparent size in the sky as their sun. What are the chances, statistically? It could be that solar eclipses are vanishingly rare phenomenon — which makes us even more lucky to be here.
Watching the Heronry. 💙
I've delved into the world of cholesterol and heart attack risk for personal reasons. Interested to know what other people have to contribute: barelkarsan.com/2024/04/ldl-vs…
In this article, @RichardBeddard unearths five good-quality businesses that have recently published annual reports. Top of the list are InterContinental Hotels (IHG), and MoneySupermarket (MONY)… knowledge.sharescope.co.uk/2024/03/27/sho…
WheelieDealer @wheeliedealer
15K Followers 3K Following Follow my Investing Diary. 24 yrs experience. 'Retired' at 44. Lots of FREE education. All trades disclosed. Nothing I tweet is investment advice.Aston Girl @reb40
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2K Followers 487 FollowingBattlebus @battlebus141
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732 Followers 329 FollowingMerryn Somerset Webb @MerrynSW
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129 Followers 291 Following Mestrando na @PUCRioEconomia. Antes disso, @FEAUSPcomunica e @de_usp.Ticker @TickerOfficial
808 Followers 199 Following Follow Ticker for the latest UK company news from RNS, with the latest stock news posted throughout the day.Kiki Titi @KikiTit23680476
0 Followers 33 FollowingAm I a lie @ihanqu
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51 Followers 102 FollowingSimon Botting @sbotting
10 Followers 231 FollowingThe Dread Pirate Mung.. @DredpiratMunger
4 Followers 30 FollowingStock Whittler @__dosh100
7 Followers 273 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 stuffTEA - The Engagement .. @TheEngAppeal
399 Followers 1K Following ✨ We’re building a more inclusive, accessible, and connected bridge between investors & companies alike. 🤝 Learn more & become part of the changeAmit Parmar @amit_parmar1
10 Followers 155 FollowingDuncan Rossall @iolonoomi
71 Followers 593 FollowingJack London @JackLondon80404
3 Followers 35 FollowingAndrew Orchard @Qiew
119 Followers 331 Following Charity Trustee, Strategist, Data Analyst, Thinks Differentlyphilip saffery @saffery
5 Followers 14 Following A self-reinventing and transcending linguist with my Heart in Naitaubamedwards @medward99987112
39 Followers 197 FollowingAlex Harrington @aharry79
677 Followers 1K Following Our most basic common link is we all inhabit this small planet. EFC & Crawley, love Duncan Ferguson & airplanesBasit Mo @basit_m
81 Followers 240 FollowingEl Satanico @ElSatanicosoy
1 Followers 27 FollowingKarlos Osborne @kosborne140
153 Followers 412 FollowingAndy Foster @tresawle852
9 Followers 33 FollowingJam Nico @Jamnico6
42 Followers 216 Following The Ultimate Answer to Life, The Universe and Everything is...42! So long, and thanks for all the fish .Shozz @shozz2
66 Followers 296 Following UK part time P/I since 2010. Mainly large cap dividend shares, Mid cap engineers and industrials, definitely no AIM.Rhomboid1🇺🇦 @rhomboid1MF
9K Followers 246 Following investor in equities and property,often the wrong side of history, generally tetchy and quick to judge, usually wrongly...also talks too muchPeter Higgins (conker.. @conkers3
10K Followers 4K Following Conkers3 works with the #investing/corporate world to promote their insights via bespoke interviews/#podcasts/events. Peter is a #Charity Ambassador @MenphysUKSteve Markus @smarkus
4K Followers 206 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.Lewis Robinson @ExpectingValue
7K Followers 99 Following Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investmentsAndrew 🇺🇦 @fundhunter_co
6K Followers 920 Following Hunting for the best investment funds. The game is afoot. To support free Twitter content: https://t.co/AXsfS2lMbz Website: https://t.co/wWxHweC1UpMartin Flitton @private_punter
3K Followers 188 Following Small & Micro Cap writer, blogger and investor. Cambridge based with a local leaning. Blog: https://t.co/YlEKQrI2sLSimon Hedger 🇺🇦 @vodkaquickstep
3K Followers 636 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”.Maynard Paton @MaynardPaton
4K Followers 35 Following Investor | Contributor, Affiliate & Advocate for SharePad | 'Pioneer of RAMP investing' | 'Retail Investor Blogger' | 'Independent Investment Commentator'John Kingham @UKValueInvestor
6K Followers 1K Following Author of The Defensive Value Investor. I write about quality dividend stocks from an intrinsic value perspective.Wexboy @Wexboy_Value
9K Followers 35 Following A blog about value investing, mostly in UK, Irish & US listed stocks.Jim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙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.Mike Jones 🇬🇧 @shares4sharing
918 Followers 130 Following Retired FD mainly M&A, Privatisation, MBO's and PE portfolio co’s. Looking to share ideas/news on UK small co's. All posts personal opinions not advice.🇬🇧Jamie Ward @JamieCDubya
238 Followers 703 Following Investor, Equity Analyst, Fund Manager and former Head of Investment Solutions at AJ BellAtlas of Design @NACIS_Atlas
6K Followers 245 Following A @NACIS publication dedicated to furthering the art and craft of cartography through inspirational examples. Volume 6 is available now!Alex Sweet @sweetstocksblog
395 Followers 3K Following Active investor, former international small cap portfolio manager. One new high quality write-up per week at link below.Daniel Coe @geo_coe
6K Followers 222 Following Exploring the aesthetic side of science, nature, and geographyCatherine Carr @CatherineECarr
3K Followers 2K Following Host Where Are You Going? & @relatively_pod | Best Presenter AudioUK 2023 | “She knows how to politely tickle people into opening up." | TimesRoland Head @rolandhead
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17K Followers 6K Following A #printmaker based in Somerset producing original innovative monoprints, collagraphs, linocuts and woodblocks. Walking pathways taking a lot of photographs.JoeBeddard @JoeBeddard
20 Followers 61 Following17.6 Year Stock Marke.. @KKBalenthiran
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116 Followers 554 Following Life: music, reading nerdy books, Rush, Liverpool FC. Opinions purely personal etc.Tim Marshall @Itwitius
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3K Followers 1K Following Director of the Institute of Public Policy, Cambridge UniversityJim Leary @Jim_Leary
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5K Followers 451 Following Started a value investing fund with $400K, which is worth $11 million nowRachael B @RachaelBeddard
41 Followers 89 FollowingNatureFutures @NatureFutures
3K Followers 542 Following Science fiction from the home of science. Nature's award-winning SF column - submissions welcomeMarina Gerner @MarinaSGerner
2K Followers 1K Following Award-winning journalist • Business, Tech, Health • Adjunct Prof @NYUStern • Writing a book #femtech @sourcebooks @iconbooks • Call my agent @hatteatimeStephen Meek @StephenMeek52
1K Followers 1K Following Director, Institute for Policy and Engagement at the University of Nottingham. Recovering Civil Servant. Tweets in personal capacity, like/RT not endorsement.Today is St George’s Day, the patron saint of England, so here is a magnificent wall painting of George fighting the dragon. From Pickering Church depicting, North Yorkshire, dating to around 1470. I shall nod to the bluebells today.
Kudos to Loungers for a stunningly strong performance given the multiple headwinds. Classy all-day operator. Stock was on 19.8x FY25e P/E pre upgrades, for best-in-class double-digit profitable growth. #LGRS
On April 26, 1964, the African nations of Tanganyika and Zanzibar merged to form Tanzania. Despite initial challenges, the union remains steadfast. On their 60th anniversary, here's an overview of how they started and how they're doing (TODAY) dw.com/en/tanzania-un…
I really enjoyed this excellent @ShareScope #investing article, "Homing in on #quality" by @RichardBeddard 🌟 Using the #SharePad screening process Richard identified 18 out of 21 good-quality businesses✅ #Stocks #Shares. knowledge.sharescope.co.uk/2024/04/10/hom…
📑Interesting read by @RichardBeddard on Nichols (#NICL) knowledge.sharescope.co.uk/2024/04/24/nic… 🔑key takeaway points for me were: 1. Nichols' profitability thrives when focused on marketing soft drinks, particularly its high-selling product, Vimto. 2. Goodwill impairments from acquisitions…
Investec floats a £100m target for St Tropez disposal proceeds, likely to be a well-informed number as they are PZ Cusson’s house broker. (I read it in the Sun!) #PZC
PZ Cussons has a moment of clarity that it is not the best at managing brands. Therefore planning a barbell divestment of crown jewel St Tropez ($60m rev??) and Nigerian operations. Potentially a very interesting turning point for value investors. #PZC
Trying to portray iridescence using only black and white. It’s a tricky challenge but I’m enjoying it. (Ink on Scraperboard.)
#TUNE a bit of a long story londonstockexchange.com/news-article/T… If I still held these bits 👇would have my attention …there’s a lot of tidying up to do here in H2 …not sure £1m provision for Vocaster price cuts will be the end of the story either🤔
I am thrilled with this GCU Teaching Impact Award 2024. Thank you so much @CaledonianNews. Thanks to my family and to so many friends and colleagues that have helped and supported me along my career, you are all a big part of my success.😍
Companies have three main choices when it comes to financing their business. They can use money from shareholders or equity, use the profits and free cash flows produced by the business, or they can borrow money from lenders. #PhilOakley knowledge.sharescope.co.uk/2024/04/17/usi…
World Bank suspends funding for Tanzania tourism project. Tz authorities carried out extrajudicial killings and sexual assaults against indigenous communities during the expansion of Ruaha National Park africanews.com/2024/04/23/wor…
Contract win for Concurrent Technologies #CNC with US Aerospace/Defence contractor ,follows on from design work, worth $1.57M, significant due to integration into platform. Results to come on 1st May.
(Lack of update on CFO appointment is disappointing, given the vacancy arose in December.)
Croda trading statement is sticking with FY guidance “overall”, but it doesn’t sound like it’s going to be easy. The Q1 comp was always the toughest. #CRDA
Croda #CRDA Q1 TU, revenues down 10% YoY but up against Q4, sticking to existing expectations. Consumer Care doing well, other divisions still struggling, They've maybe gone past the low point as better than Q4, but difficult to tell.
PZ Cussons has a moment of clarity that it is not the best at managing brands. Therefore planning a barbell divestment of crown jewel St Tropez ($60m rev??) and Nigerian operations. Potentially a very interesting turning point for value investors. #PZC
Sanderson Design #SDG finals, OK-ish with revenue and profits down slightly, saved by licencing and North America. Cash up at £16.3M. Unexciting but cheap, waiting for consumer recovery. Expectations for current year unchanged.
Excellent. We have our first school uploading images of the challenge. Any results you would like to share? @CaledonianNews @NavySTEM @WallacePrimary @BredilandSchool @BargarranPS @ColgrainPS @FordbankPS @OurLadyofPeace3 @TodholmPs @StAnthonysSAPS
Formula Goblin project online meeting challenge. @GCU_Goblin, @CaledonianNews , @ STEM_RN , @royalsociety, @pme269