The Commuting Investor

Hi, I began this account to share and find ways to be more productive during commuting to and from work. The average commute time is roughly 59min (including public transport and by car). This is a staggering amount of time totaling 260 hours per year...

@Neduszn8 Angel Di Maria

Guess the player?💨💨 LEVEL: VERY HARD 🤯

@HeroDividend heads up mate, there is a fake account mimicking yours. They sent me a DM, must be DMing others too. Just a heads up

@HeroDividend Still too richly valued from my analysis. Rightly so tbh, phenomenal business

Costco $COST is now negative YTD

Looking for a good dividend growth ETF to anchor my portfolio around. Any suggestions?

@chazbot_ @MartinSLewis I think it's more risky to keep wealth in cash and get it eroded by inflation. Just because the absolute value doesn't go down doesn't mean you are not losing money. Once, I thought about it and came to that conclusion, I had no choice but to invest savings.

@MartinSLewis Martin - do you actually believe the cash ISA to be “risk free”? I think it’s a great idea. Reeves is protecting investors from her own bond market 😂

Is the £20,000 cash ISA limit about to be killed off? And if so what does it mean if for savers, and what should you be doing now…

@MartinSLewis As long as they leave the Stocks and Shares ISA's alone. It's one of the more forward thinking tools that allow working people to build wealth.

These are all the taxes we pay in some shape or form. Your taxes are likely not your basic , higher or additional rate... It's a lot higher. We live in a period with the highest tax burdens the UK has ever seen. Thoughts? #UKTax

Tobacco Duties Spirits Duties Beer Duties Wines Duties Cider Duties Betting & Gaming Duties Air Passenger Duty Insurance Premium Tax Landfill Tax Climate Change Levy Aggregates Tax Council Tax

Lots of debate I'm the UK about what the government are going to change in terms of tax. It got me thinking what is our current tax burden in the UK. CGT National Insurance VAT Corporation Tax Bank payroll Tax Petroleum Revenue Tax Fuel Duties Inheritance Tax Stamp Duty

I would love create a "X/Twitter said this stock is dead" Index. Would have companies like Apple and Microsoft in it. Nike would also be the newest addition. When X speak about how dead a stock is, that's when my eyes light up and I dig deeper. #Valueinvesting $NKE

Anyone know of any pure value investor discord accounts?

Refinancing in the current climate is expensive. I would like to see them slow borrowing a pay down debt which has been the trend over the last couple of years.

Especially the deep due diligence they would have done, they missed a huge hole in the ship. Regardless, I don't think the ship is sunk and is likely to have some life in it yet. My only concern is the level of debt they carry, granted the notes are long and far away but

$BAYR is looking more and more interesting to me. Here is my thesis, please let me know if you think I am way off the mark. I have three scenarios , I shall lay them out: 1) It all gets broken up and segments get sold off. I believe the parts are worth more separately than

@pangpangyanjiu1 I as an asset play it makes sense to me. You are paying .80p on the £1. This not taking into account free cashflow, even given this litigation which seems pretty mixed, looks like they are winning and losing some cases.

I'm finding it harder to remain positive about $BAYR $BAYN .. feels like there may not be any impactful positive news until 2025 when crop science results might improve. Unless something happens with their litigation, but that's crazy talk.

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@Inves2grow It's all bout that income margin for me. If the company has reckless spending in other expenses.. high gross margins count for nothing

Are high gross margins a moat?