Faust

Interesting Themes Retail Cost Leadership ⁃ 3i Group $III.L ⁃ Greggs $GRG.L ⁃ Fielmann $FIE.DE Classifieds Portals ⁃ Rightmove $RMV.L ⁃ Autotrader $AUTO.L ⁃ BC Group $BCG.L Entrenched German Tech ⁃ SAP $SAP ⁃ CTS Eventim $EVD.DE ⁃ Zeal Network $TIMA.DE

Huh

€10 billion, the US is in shambles, we are coming for you!

Never bet against British 🇬🇧 sausage pasties

@taobanker Frame this tweet

MARK ZUCKERBERG IS A RETARD BUT I'M GOING TO REMAIN BULLISH.

@FaustFund Where did you find this profit warning?

$GRG.L with a decent H1 2026: Sales +7.2%; diluted EPS +21.2% LFL: company-managed +2.1%; franchised +1.3% (while UK food-to-go visits decreased 1.9%). App scans (Loyalty): 31.0% vs. 25.7% in H1 2025. Grocery retail: strong growth but still immaterial.

@jbulltard1 Which chips are used in the cameras tho?

LOL x.com/FinanceLancelo…

@BlokeOak57182 Sold a day before lol youtube.com/watch?v=AeJwGk…

ethereum:0x4fbb350052bca5417566f188eb2ebce5b19bc964 "Boss, y'know that short I said was a sure thing on Greggs. Erm...." 9 people having exactly that conversation this morning.

@MikeFritzell @GlobalStockPick Fwiw, after wearing an Omega diver for a while, I switched to a $50 Casio Cartier Tank lookalike, great watch for the money

@FaustFund @GlobalStockPick Yeah maybe people don’t care? Designs matter more

The fact that Casio now produces automatic mechanical watches seems to have gone mostly unnoticed

@MikeFritzell @GlobalStockPick Yea, the classic unaligned Seiko bezel is almost a feature at this point lol

@FaustFund @GlobalStockPick Seiko’s similarly priced watches have quality control issues, whereas Casio’s do not. Casio’s issue has been that the watches have been bulky and ugly. This one looks okay.

@MikeFritzell @GlobalStockPick Seiko, Orient, Citizen, Tissot, Hamilton, Timex, the ~$200-300 automatics is a tough niche to go into, also this Casio sub-brand seems kind of weird to me, wants to be more premium but still attaches the Casio brand, kind of contrary

@GlobalStockPick Only among enthusiasts. But I think the quality control is decent. There’s something there

@Larryjamieson_ Hooooms

What many people have failed to grasp over the last few years is that hooms.com and some (not all) associated portal projects have been a massive value sink

@10_ch_10 japanese yahoo looks cool

Self-hate increasing 🫠🫠🫠

When you let fear rule over you and dump before report, it rallies 10%, although I’m sure it will come down again. Oh boy. #CAPCOM #stonks $CCOEY

@Pray4Equity Stuff like that makes you realize how superior the »invest then investigate« strategy by Soros/Druck is

Exchange dip buyers vindicated $CBOE $ICE $CME $NDAQ

@finphysnerd @Tintincapital scale-and-cost advantage, but far from a monopoly

@Tintincapital Is $WALMEX a monopoly though? There's actually a lot of competition for low end grocers in Mexico and I feel the market is starting to get saturated. Part of why margins have struggled recently across the sector.

Some interesting names that could be attractive right now. I'm long a few $walmex: Mexico Staples Monopoly $lacomer high end grocer, will grow 8-10% a year for a decade. Owns vs leases RE. $pif.to: Polaris: rights to irreplaceable geothermal assets. Wind. Huge solar array coming on line in 2030 (long) $salik: Dubai gov owned toll road. Hasn't raised prices in 20 years. Volume growth potential too. $14mmUSD rev per employee (long) $dfm: Dubai stock exchange. Fewer listing that the Jamaican stock exchange. Some one time income makes it look cheaper than it is. (Long) $qcom- Qualcomm : management guidance higher than street. Possible Edge- compute winner. (Long) $ceg: Constellation Energy:nuclear + gas for data centers if edge compute doesn't rule the world. (Long) $glas: Glasshouse Cannibis: highest quality for the lowest price. Cheap again $5032.KL: Tiny Malaysian Port that moves nat gas to Japan. Revenue concentration. Illiquid.

@CervusFinans You jumped into every battleground stock lol

Det fina är att inget av de här bolagen är speciellt dyrt.

@JSE_Invest Based on anecdotal evidence I call bullshit

Oh would you look at that the headlines are changing $DEO $STZ $TAP

Feels bubbly when boomers post stuff like this

@l_m_s15 Sollte sich bei Zeal bemerkbar machen

Noch nie war der Jackpot so lange ungeknackt ↪️ Nach der letzten Ziehung am 22. Juli wartet der Jackpot nun bereits seit insgesamt 34 Ziehungen auf einen glücklichen Gewinner. 🔗 m.bild.de/news/inland/50…