Andy

@conkers3 @masterinvestor I've been tempted many times. This video is a good overview of their problems from a non-investing perspective. youtu.be/WGhy62UZnbg?si…

@masterinvestor Nike wiped out $200B+ in market cap since November 2021. The chart actually understates how bad it is. Because $NKE has bought back about $12B of shares over the past four years to support its share price! Are any investors considering buying #NIKE? youtu.be/dwPdFkOZx0w?si…

🔥#TWINPETESINVESTING #Podcast 176: WHO WANTS TO BE AN ISA MILLIONAIRE? 🔥#TSCO #BAB #CNA #PHP #BBOX #FAN #ASHM #WOSG #FUTR #GDWN, Exclusive FREE tickets to the @masterinvestor show on April 25th in London conkers3.com/twin-petes-inv… open.spotify.com/episode/5UDz09… youtu.be/dwPdFkOZx0w?si…

#HICL Infrastructure sell their stake in a French motorway at a 21% premium to NAV. Currently trading at a 26% discount to NAV. [I hold]

#KGF Kingfisher update ✅Adj EPS +15% ✅Gross margin+80bps LFL sales +1.4% ✅£300m buyback (6% of mkt cap) ✅12.4p div (4.2%) ✅Forecast upgraded £565-625m (was £480-540m) ✅Perfect 100 Stockopedia score 📱Online = 21% of sales 👷 Trade sales 30% of rev [I hold]

@1James1n1 Thoughts as a marathon runner myself: I'll definitely be picking up a pair of these. ASICS, Adidas, Puma all get great reviews, and a lot of hype around Li-Ning racing shoes (£80 or so on Shien / AE). ZTF are hugely connected to Nike who have a lot more worthy competition now.

#ZTF - Will be curious if this is a damp squib or creates a serious threat in the performance shoes materials space… Supershoes hit supermarket as Lidl launches own version … at £39.99 thetimes.com/article/18756a…

@TheSecretAcct @robprogressive Normally repeated from their estate when they die I believe

@robprogressive How do they repay their loans and interest?

The difference between you & billionaires is… When you make money, it’s classed as ‘income’. It’s taxed at source, so the government tax you first When a billionaire makes money, their stock goes up. It’s classed as capital & is ‘unrealised gains’ You only pay tax on unrealised gains when you sell, so instead…Billionaires never sell & borrow against their stock & live tax-free. Read below for more

@TIWtweets Thanks for the reminder! If work allows I should be there.

As in previous years we will be attending the Fundsmith AGM on Tue 24 Feb Here is the sign up link and if anyone fancies meeting for a drink beforehand please get in touch www2.fundsmith.co.uk/ASM2026

You'd think he'd have deleted this first:

@micliffo Yeah, i suspect some sort of "microdose" regime once you've finished the actual course of weight loss. Novo are such a strong company I'm quite sure they've been developing this for some time already.

@FlyingFinance On my buy list - I'm now looking for a convincing hold over the moving average. The GLPs appear to be long term drugs now give the weight you out back on once they stop being taken...

Good to see $NVO creeping above the 200-day SMA. Prices at 2022 levels, but revenue 86% higher and profits 107% higher. Headwinds from the higher efficacy of $LLY Eli Lilly products exist, but they're also the first to gain US approval for tablet form GLP1 medication. [I hold]

@s1m_j @investwithwes1 I have mates that work in big accounting firms - they're unable to invest in any company they work with (even though one mate is in HR with no access to the accounts). Some are not even able to invest in companies their husband's / wive's company work with.

@investwithwes1 As a UK based investor, why are you unable to invest in these UK companies?

My latest two write up, Warpaint London and $TRN.L are probably the two best opportunities in the UK market. Both are growing at a compelling rate and both with strong management team. Even though I can't invest in both I hope my fellow investors on this platform can find value.

Naturally this happened the first trading day of the year

Obviously I mean 2025....

Will Santa bring us a 10,000pt FTSE100 before Christmas? +2.6% from here has to be a realistic end to 2026

Scores on the doors: ISA 22.7% SIPP 21% Wife 15% Daughter: 15% The first two accounts run on a value / GARP basis performed well. Stars: #IAG #AAF #Gold #Silver #Uranium Latter accounts lower risk, value and income plays. Happy they performed as expected. To 2026!🥂

I'm not usually one for cheap digs at government efficiency, but the @ONS writing me a letter, purely to tell me they're writing me a letter, really does seem like peak "we have taxpayer money to burn"

Good listen this 👇

@conkers3 @Spenno6 Number 3 this year Pete! Maybe you need to go weekly to catch up with the Playing FTSE lads!

📢Calling all #TwinPetesInvesting podcast listeners open.spotify.com/episode/2bDXvc… Did we make it into your Top 5 Spotify Wrapped list Thank u Spenno🌟 "@Spenno6 CONKERS' CORNER got my top Spotify Wrapped podcast spot again for 2025. Great content as ever guys!" x.com/Spenno6/status…

Whatever one thinks of the Budget and the Chancellor’s choices today, it takes real guts to enter frontline politics today with all the scrutiny of family & constraints on life. The vast majority of people wouldn’t do it. Whilst many (myself included) will disagree with some of the policy choices the ChX has made, I am yet to meet a cabinet minister who isn’t trying to do their best for the country as they see it.

#SNWS hitting the mythical 100 StockRank on @Stockopedia Moved my #BATS funds into this a while back. Very happy with the returns so far.

The Art of NOT Spending Money Picked this up for $5 in an Indian bookshop Turns out great works are available for a great price here - @morganhousel would be proud