ABFInvestor

Crazy! #ABF was valued at 4.5x 2015 vs 2024 despite: -US biggest clothing market wasn't open -Europe 2nd biggest clothing market wasn't proven -Ingredients had declining profits for previous decade -Sugar quota was abolished -Sugar tax about to come -Grocery margins lower vs 2024

@JamieCDubya Which criticism are you referring to? Hallucinations, blind sided black box token economy, lack of reproducibility?

I swear most criticism of AI capabilities is just people smacking a nail with a spade and saying spades are crap hammers. Well yeah, you're not using it right. A bad workman blames his tools and all that

Shambles: Government policies forced closure of Vivergo last year and now UK is battling food shortages @nicholaswatt @AArmstrong_says @kenward_paul It was 500m hard earned capital and caused 100’s of skilled job losses @BritishSugar was 6-9 months away from developing CO2

Shorters just aren't stopping #ABF Now probably more than 10% of the free float shorted

What is the impact to #ABF US oil business similar ban on deep fried food is imposed What happens to EU sugar prices if fruit will replace "sugar-laden treats" When the palettes are trained with low sugar from childhood the result is less sugar demand bbc.co.uk/news/articles/…

@varunv_malhotra So who takes the savings from retreat of C and D? There should be another video dedicated to this topic?

Salesforce doesn't have a monopoly on AI agents. They have a monopoly on CRM. Those are very different things. I ranked 18 SaaS stocks by how AI impacts their business. $CRM got C tier. AI is more risk than tailwind. Two things nobody's talking about. 1) Seat compression. AI doesn't need 50 reps logging into Salesforce. It needs 20. Every efficiency gain their customers make means fewer seats. Salesforce charges per seat. Their customers' AI wins are Salesforce's revenue losses. 2) Then the budget problem. IT directors are drowning in AI invoices. Microsoft. Google. Salesforce. ServiceNow. Every vendor wants $30-50/user/month for AI features. Budgets don't stretch that far. So they will overtime pick one horizontal agent layer. Claude. Gemini. Copilot. One AI that works across everything. Not a different AI agent inside every app. That's the real risk. Not that Salesforce loses CRM. They won't. The data moat is real. The risk is Salesforce becomes the dumb database underneath someone else's AI. The CRM stays. The pricing power doesn't. Full breakdown of all 18 SaaS stocks from S to D tier. Link in bio. Which rating do you disagree with most?

Some rare good news from #ABF but still feel both Kingsmill and Hovis are losing share to competition with is more nimble and innovative in following food trends bakeryandsnacks.com/Article/2026/0…

@siemding @Cashencarlo1 @DutchInvestors I don’t the markets have factored in the driver of growth being new stores rather than like for like growth The new multiple calculation to underscore NAV is done once per year next is May 2026 Action multiple will have to be reset from 18x to something lower

@Cashencarlo1 @DutchInvestors This might be not really a problem. Seems that they've maximized effectiveness of their stores? Main growth driver will be opening of new stores.

Action $III: This is what quality growth looks like

@rhomboid1MF @DutchInvestors Another headwind is GLP1 drugs which are going to get a lot more ubiquitous going forwards as it's price drops and more convenient tablets become available and then even cheaper generic ones few years on #GRG might take market share in a shrinking market Retail is easiest to tax

@DutchInvestors It’s a profoundly unappealing investment…multiple cost headwinds…U.K. market saturation a question of if not when Good operator but..

$GRG.L has steadily outperformed the market. However, the shares have performed poorly over the past few years. This is mainly due to: 1) Heavy investments in logistics and production capabilities; 2) Inflation and higher wages, which have put pressure on margins. Both headwinds appear to be easing somewhat this year. What are your thoughts on this company?

Wow another shorter #ABF Seems like the shorts are twice as much as the previous peak

@AdityaRajKaul What if these boats were removing and not laying those mines? In the earlier post he had demanded "we want them removed, IMMEDIATELY!"? Gosh so confusing!

#BEEAKING: US President Donald Trump says United States has hit and completely destroyed 10 inactive Iranian mine laying boats and ships in the Hormuz Straits. Military strikes minutes after warning issues to Iran to remove mines from the area.

@DutchInvestors @Spencer_Invest The Cantillon Effect, normal workers don't stand a chance with the G7 finance ministers meet, ready to print even more Markets predicting, as growth slows down, or maybe even reverse, 3i will need to choose a lower multiple to value Action

@Spencer_Invest Some fears about slowing sales in France and overall market sentiment, I believe.

$III.L For the first time in about three years, 3i is trading at a discount to NAV.

Seems like a complete transformation of the brand and it's model is in the works With much greater emphasis on marketing drapersonline.com/news/primark-p…

GLP1 was assumed to be positive for Primark #ABF sales, however it could be that it's infact sobering people off their shopping addiction ft.com/content/2d73a6…

Feels like shambles as someone has planted this story with no official announcement one week on linkedin.com/posts/retail-g…

It smells like someone has been fired in Primark #ABF USA, Trading in US was officially labelled as volatile but sales growth was not even close to growth in number of stores despite tariff related inflation in prices #ABF linkedin.com/posts/andy-ste…

Shorters look very confident #ABF

@ShareScope @JamieCDubya Relx, has a lot of debt 2x Net Debt/EBITDA, it made sense leveraging during low interest era, not anymore S/W related Private Credit funds are in trouble, so refinancing could potentially be expensive S/W Private Equity valuations are also down, which will feed others

@ShareScope @JamieCDubya Enterprises replace software all the time Salesforce implementations all replaced Seibel/Clarify CRM before them All enterprises have replaced in-house implementations with cloud/SAAS implementations Why should they spend 5 years implementing off shelf rather than build their own

Stepping in for Bruce, Jamie Ward @JamieCDubya explores Claude AI’s impact on SaaS, asks what banking can teach us about the road ahead, and reviews RELX (REL), the Schroders (SDR) takeover and Renishaw (RSW). knowledge.sharescope.co.uk/2026/02/18/bi-…

@FinanceTiger @PETERMINIHAN It's not just AI risk they have litigation risk as well! The limitation risk is a new phenomenon affecting all monopoly digital businesses x.com/AbfInvestor/st…

@PETERMINIHAN Yep!

🏘️ It’s time to include the UK’s leading property portal, #RMV, in my recovery portfolio at around £5 a share.