Leon Boros @boros10
I am a private investor and former corporate financier. Please report @markpass_45 who stole my original account and who is using my name and bio details. Joined April 2025-
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Following347
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I didn’t agree with everything he said but he was an undoubted champion of free speech who willingly debated with people of all opinions in a variety of public forums. A very sad day for liberal democracy.
I didn’t agree with everything he said but he was an undoubted champion of free speech who willingly debated with people of all opinions in a variety of public forums. A very sad day for liberal democracy.
Many congratulations @boros10
Some viewer comments from my interview with Ato Jay aka Savvy Wallet. “This episode is GOLD! Compounding is really the 8th wonder of the world!” “Really good and insightful podcast about the art of delayed gratification” “I really love this genius ISA millionaire” “He…
With so much press coverage devoted to the future of Cash ISAs I asked Gemini AI to produce this graphic. It shows the cumulative subscriptions into the two main types of ISA since 2008/09 and the value of assets held in those types of ISAs as of March 2023. Sadly it seems…
Yet my ISA portfolio trades on around 11x projected 25/26 earnings and is up 10% YTD. Have I got it all wrong?
Yet my ISA portfolio trades on around 11x projected 25/26 earnings and is up 10% YTD. Have I got it all wrong?
“You could recreate Vinanz yourself by just buying £5.1m of Bitcoin for £5.1m. Why would you want to pay £74m for £5.1m of Bitcoin?” Article by Paul Scott on the AI/Bitcoin mania and Vinanz plc (BTC). open.substack.com/pub/paulypilot…
I really enjoyed attending the #PeelHunt FTSE 250 company event. Over two days, I met with 14 companies — and a few really stood out: 1.#Genus – recently secured FDA approval for its gene-edited PRRS-resistant pig programme. 2.@PetsatHome – shared a range of compelling growth…
I saw @KemiBadenoch speak today at the #PeelHunt FTSE 250 company event. She’s whip-smart, highly articulate, and — most importantly — shows real instinct for what the UK needs from its politicians to secure a viable future. Let’s hope the Tories don’t give in to its regicidal…
The delusion of private equity IRRs ft.com/content/538099… via @FT. A really good article explaining the limitations of using Internal Rates of Return (IRR) as a performance measure in investment management. Which investment would you have preferred . Option 1 ~ Invest £100k…
The two bids for #Renolds cheered me up today as did the continuing strength in small caps and big-cap financials. Renolds is a top 15 position for me. Many thanks to Paul Scott and @ActiveValue1 for bringing the company to my attention. I added a third to my position today at a…
Look how closely Novo Nordisk's stock price has correlated with its EPS—until now... I love buying high-quality companies when they show opportunity. Novo supplies 40% of the world’s diabetes meds—they’re not going anywhere. Do what YOU want with this information. $NVO
A fitting tribute to the greatest investor of all time. I’m so happy I came across Warren Buffett (and Charlie Munger) towards the start of my investor journey helping me to think clearly about businesses and what distinguishes a really great one from an average one. It helped me…
A fitting tribute to the greatest investor of all time. I’m so happy I came across Warren Buffett (and Charlie Munger) towards the start of my investor journey helping me to think clearly about businesses and what distinguishes a really great one from an average one. It helped me…
Strictly speaking, the UK Government’s 78% tax on profits from upstream oil and gas activities (within the UK and UK Continental Shelf) doesn’t directly increase global oil prices — those are set by international markets. But if every country imposed similar tax burdens,…
Strictly speaking, the UK Government’s 78% tax on profits from upstream oil and gas activities (within the UK and UK Continental Shelf) doesn’t directly increase global oil prices — those are set by international markets. But if every country imposed similar tax burdens,…
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