ValueHurts

@MPelletierCIO We should really just make his businesses vanish so thinks aren’t unfair

@compoundpapi If institutions used Morningstar they would probably crush it long term also…. V underated and cheap service

Updated guidance from PZ Cussons $PZC.L the recovery continues. thegrocer.co.uk/news/pz-cusson…

Keir Starmer and I disagree on many things, but good people across the political spectrum will welcome today’s verdicts, condemn these appalling attacks which seem to have been sponsored by Russia, and wish the PM and his family well. Whatever our political differences, no one should face intimidation, threats or attacks because they hold public office. Democracy is settled at the ballot box, not through fear or violence and definitely not through foreign interference from hostile countries.

@DanielJHannan Probably will have to after sterling collapses 90%. Loaf of bread will be £25…

Why not 50 times? Why not 500 times? I mean, we’re running a huge surplus. Aren’t we?

@annabelbrodies @InvestmentWeek @AICPRESS Many need to do buybacks so investors can sell shares. There isn’t any liquidity in many names.

Michael Nelson's @InvestmentWeek covers Georgiana Bennett's view that VCTs should not increase share buybacks or overpromise on dividends at @AICPress VCT conference. tinyurl.com/539s2wjf

@SiliconSalvage @AnaFaris16 I don’t think $CRM is Oakmark’s No1 holding. It’s a significant holding but they have various funds and can’t see it being top in any currently. oakmark.com

Michael Burry has spent the last two months buying the one thing the entire market is terrified of: software. While everyone screamed AI would murder it, “The Big Short” guy averaged DOWN into the crash: • Spring: added $ADBE in the low $250s • This Monday (June 8): bought MORE — “committed to a low normal position” in $ADBE and $ADSK, plus $VEEV • Also loaded up on $PYPL, calling it a “complete” position • All while he’s short $NVDA and $PLTR And he’s not alone. The Q1 13Fs show the value legends crowding into the exact names retail dumped: • Bill Nygren (Oakmark) — made $CRM his #1 holding, added $ADBE + $NOW, after a letter titled “Why we’re buying software today” • Akre Capital — initiated new $CRM and $NOW • Bryan Lawrence (Oakcliff), who almost never trades — grew $GWRE 73% The math they see: $ADBE — 12x earnings, down 50%, gross margins near record highs. Priced like it’s dying. $CRM — 19x earnings, down 40%. The crowd is selling AI fear. The legends are buying the math. One side is usually wrong.

@stoked_on_waves @bendellwerry Rome was run by the Senate before

@bendellwerry Caesar didn’t build the colosseum

The President isn’t supposed to be Jesus, he is supposed to be Caesar. Please try to think clearly.

@purpledyrple @benbstwits Canva is a competitor

@valuehurts @benbstwits What does this have to do with Adobe?

Other than opening PDF files in Google Drive, does anyone here who is buying $ADBE actually use any Adobe products?

@absurdtrader @stuxsta

We live in a time increasingly resembling the second half of the 1930s. I couldn't live with myself with the knowledge I didn't do more to stop another Hitler. In light of the Republican wavering and in memory of Navalny I will give $100 towards FPV drones for Ukr for every RT.

@dodgingalpha I’ve learned through past pain….

@valuehurts Yes, your instincts are consistently solid. I was too greedy and only trimmed a pinch of my PMs.

Almost miserable again….

@brookgatecap @ErnestWongBWM In general they are probably better together for this reason but it would still be a banger outside….

@valuehurts @ErnestWongBWM Surely the Diageo distribution infrastructure and combined bargaining power is worth a lot to Guinness?

What company divisions/business units would you love to own if they were independent stocks? I'd love to own Sephora if it was an independent company

@Martyn_Lockhart @boazweinstein You know he’s reading that and thinking “buy your own Rolex.” I’m going to close the gap and this little guy makes some dollar…. Cheap English guy….

@valuehurts Haha if it was my posts that got @boazweinstein to invest in Grainger hopefully he sends me a Rolex through the post as the worst he is going to do is make like £40 million. 😅

Yesterday I went all in Grainger across my accounts. Saba Capital has turned up and that means only one thing. I don’t see why the NAV of 298p should not be achievable. The ultimate buy £’s for 50p trade. Targeting a 6 figure return.

@SlainByTheWire @ArthurMacwaters

@ArthurMacwaters England

In LOTR, the shire spent so long sheltered from evil that it began to think evil did not exist. The west is like the shire. We must save the shire.

@Martyn_Lockhart Good luck…

@david_katunaric Prob should buy some, been watching a long time

Gobbling up shares sound intensifies $CFX.L