Bob Shortimer

5.5K posts

Bob Shortimer banner
Bob Shortimer

Bob Shortimer

@BobShortimer

1/2 @PlayingFTSE show. Buy from pessimists and sell to optimists. Holdings pinned. May talk 🌱, 🍰 or 🍞 Never investment advice.

United Kingdom Se unió Kasım 2020
98 Siguiendo687 Seguidores
Bob Shortimer
Bob Shortimer@BobShortimer·
@SnapfishUK genuine customer failed checkout because what you're using is garbage, locked out now. Call Adyen, get it sorted.
English
0
0
0
92
Portfolio PRs
Portfolio PRs@PortfolioPRs·
@BobShortimer Would have been a bad look for the UK had this acquisition taken place in my opinion, considering the volume of acquisitions happening recently
English
1
0
0
47
Bob Shortimer
Bob Shortimer@BobShortimer·
REA walks away from Rightmove deal after making four shit offers.
Bob Shortimer tweet media
English
1
0
2
722
Bob Shortimer
Bob Shortimer@BobShortimer·
@seeking_fi Got any good recipe books or sites you could push me towards?
English
0
0
0
19
Bob Shortimer
Bob Shortimer@BobShortimer·
I can't use a slow cooker. Everything I cook is naff. Let's hope I fix it with this one 😅
Bob Shortimer tweet media
English
2
0
2
563
Bob Shortimer
Bob Shortimer@BobShortimer·
Rightmove. Tell Murdoch to double it or fuck off.
English
0
0
2
287
Bob Shortimer
Bob Shortimer@BobShortimer·
Guaranteed to make your tea taste better. (Don't ask)
Bob Shortimer tweet media
English
0
0
0
270
Bob Shortimer retuiteado
Davi Strazza
Davi Strazza@davistrazza·
If anyone needed numbers to be convinced that payments is not a commodity, here they are. We ran a comprehensive analysis on our top 100 global customers and detailed the impact of the @Adyen platform on enterprise businesses. Here are some of the highlights ⬇️
English
2
14
113
39.4K
Bob Shortimer
Bob Shortimer@BobShortimer·
Also made myself a mug with my favourite saying on the podcast.
Bob Shortimer tweet media
English
1
0
5
298
Bob Shortimer
Bob Shortimer@BobShortimer·
Sold $DHI for +20% buying more Ashtead Tech. $AT.l
English
0
0
4
425
Bob Shortimer
Bob Shortimer@BobShortimer·
@LB7___ I didn't, I bought some more Ashtead Tech though.
English
0
0
1
29
Luke
Luke@LB7___·
@BobShortimer did you buy any $ALB in the end? doing well pre-market
English
1
0
0
112
Bob Shortimer
Bob Shortimer@BobShortimer·
@thewealthster There's a good tool in the privacy setting where you can mute words too - so even if your trusted set slip up you won't know 😅
English
1
0
2
64
The Capital Engineer
The Capital Engineer@thewealthster·
I’ve managed to cleanse my feed by muting any account I don’t follow and I don’t like. Highly recommended.
English
2
0
3
288
Bob Shortimer
Bob Shortimer@BobShortimer·
@DRGinvests The thesis on this for everyone seems to be: 'Monster did well'
English
0
0
1
108
D invests 🏴󠁧󠁢󠁷󠁬󠁳󠁿 🦥
To all $CELH bulls with the thesis of a "only a 31 P/E multiple" cheap for a business that's rapidly growing revenue. 1. What happens when growth slows down? I don't know when but it will. Fact. I'll tell you what will happen. The market will re-rate the business and the multiple will dramatically drop. Lets say they double revenues to 3B in 5 years. A CAGR of 17% at which point they are now averaging low DD growth going forward. A 20 multiple would be fair. Putting a 20% net margin equals $600 net income. 600 x 20 = 12B Market cap. This is roughly a 10% CAGR from here. Not exactly the buying opportunity of the generation. $CELH $PEP $MNST
D invests 🏴󠁧󠁢󠁷󠁬󠁳󠁿 🦥 tweet media
English
3
0
3
990
InvestDuck
InvestDuck@InvestDuck·
£200 win for me in the Premium Bonds for September; I'll accept that. When maxed out that works out to be nearly identical to how much you'd get with Chase's (now lower) 4.85% savings account, except thankfully Premium Bonds are fully tax free. 👍 How did yours do? #premiumbonds
InvestDuck tweet media
English
10
0
8
1.4K
Bob Shortimer
Bob Shortimer@BobShortimer·
Whoa, that's a Right Move
English
0
0
2
326
Bob Shortimer
Bob Shortimer@BobShortimer·
Made a couple of Old Jamaica Ginger Cakes this morning. Might top with a ginger icing?
Bob Shortimer tweet mediaBob Shortimer tweet media
English
0
0
5
334