Jay

@Fink_Money And then buy PCT which is trading at a 10% discount to NAV

Fantastic opportunity to buy quality tech names at a discount once we’re through this de-leveraging phase

@ReneSellmann He should spend as much time soberly dissecting his YTD performance. How’s it even possible to be 11% behind the benchmark in the first 3 months of the year?

Terry Smith is currently the favorite punching bag of the investing world. After a period of underperformance, his "Quality" strategy is under heavy fire. But if you actually listen to the 2026 AGM, you’ll find one of the most rational voices in the market. While everyone else is drunk on AI hype, he’s soberly dissecting the data. I’ve handpicked the 7 most thought-provoking slides 👇🏻

@samjhartleyy @vkon1 @DrTottenham @TheRealJonbass People seem to live in some kind of fantasy land about him. He was fucking useless

@_jaylawrence @vkon1 @DrTottenham @TheRealJonbass You’re also currently in the same position you were with him last season 😂

As said on @DrTottenham pod with guest @TheRealJonbass this week, Ange would likely have treated the 17th finish last season as a blip that a club like spurs couldn’t go back to. Frank however used it as his benchmark. Despite valid concerns on Angeball, attitudes matter. #COYS

@2147mill Games Workshop

What’s your favourite British company stock pick?

@ZackPolanski Looks like it’s broadly increased in line with minimum wage increases for people renting rooms.

Our housing market is in crisis. Renters are being ripped off. We need rent controls and a massive housebuilding programme to bring back social housing. Will the government act? news.sky.com/story/rents-re…

@londonHenryGB The labour market looks much different today than in 2022. Part of the reason why inflation became baked in was because people could ask for a pay rise and get it, or move jobs for higher pay. Different environment today

Not a chance, 4 consecutive rate rises are coming. Hold onto your seats folks, we’re in for some inflation.

@vkon1 @DrTottenham @TheRealJonbass You miss the point that actions speak louder than words.

@_jaylawrence @DrTottenham @TheRealJonbass You insist on missing the point. Which is about messaging. Two managers would have had two very different messages to the players, staff and fans this season. Frank destroyed this club because he isn’t see us as the big club we aspire to be. Ange couldn’t be faulted for that.

@vkon1 @DrTottenham @TheRealJonbass Actions speak louder than words. We were easy to beat. Signed a bunch of players with awful mentality. And promoted the most erratic player as captain, who has been a liability again this season. He laid the foundations that Frank settled into. Both useless

@_jaylawrence @DrTottenham @TheRealJonbass That’s not the point here is it. Messaging would have been entirely different. And we wouldn’t have had to endure the malaise that Frank engendered. Doesn’t mean Ange would’ve succeeded. But he would at least have been talking us up all season instead of talking us down

@FT And this is why the manosphere documentary exists

If there is a status attached to height – and there is – then 5ft 11in doesn’t quite measure up. Six foot is manly, commanding. Five-11 is acceptable, unremarkable. But a near-miss. It’s the upper end of almost, the FT's Alex Bilmes writes. ⁠ft.trib.al/Cy2ronS

@xGPhilosophy @PolymarketSport Too low

Tottenham’s relegation probability is now 37% - the highest it’s been all season. [🔮 via @PolymarketSport]

@HarryStebbings Not espresso but a V60 dripper + a fresh ground coffee subscription (my preference is Origin). Far more enjoyable, with 10x the taste of an espresso

I LOVE coffee and espresso and need an upgrade on the at home nespresso. I don’t want faff and all the cleaning. Buttons only please. What is the best? Help me X.

In Finsbury Park (where Corbyn is the MP nonetheless), a lovely Italian lady ran an independent cafe for over a decade. In 2023, her lease came up for renewal and the landlord priced her out. Vape shops began popping up on the street. Money launderers don’t care about the price they pay if they can convert dirty money into clean.

I completely understand the frustration of British cities no longer looking “English” but can I ask why English businesses have stopped trading in these same places they complain about. I hardly see independent English/white owned fruit and vege, corner shops, butchers, restaurants etc WHY?? There are plenty of empty buildings up and down the high street- so why can’t you English pull your finger out? Can’t be bothered? Poor work ethic? If there is an empty building and no one is taking out a lease or buying it who’s English, what’s wrong with Asian, Middle Eastern businesses setting up shop It just sounds like jealousy at times. Nothing is stopping you from opening a business on a high street of your choice.

@2147mill Less so in the UK now. The labour government are trying to turn business owners into employees through taxation

The UK tax system is designed to reward investors and punish employees. Employees pay up to 45% tax. Investors pay 18-24%. The rich figured this out decades ago. School never taught you this. That’s not a coincidence.

Maybe an extreme take but I don’t think Sunderland are safe this season

@ROTS1882 Where’s the jerk chicken stall gone this season??

There’ll be full details of the coach welcome and concourse meet tomorrow. But to get ahead of it, one bit of advice: if you’ve got partners, kids, pets, lawns, dishwashers, laundry, sports, the weekly shop, a car that needs washing, a soft play trip, or a partner that needs a rest or a bit of pampering, get it all done on Saturday. Because on Sunday, you need to be in Tottenham early. Up the Spurs.

@DoctorLemma Herd mentality at its finest. I wonder what the first three contrarians are doing now. Probably something very special

Sixteen years ago, one man stood alone on a grassy hill at a music festival in Washington State, USA, and started dancing by himself. People glanced over and looked away. Some laughed. His roommate leaned in and warned him people were filming him. He did not stop. Then one stranger got up and joined him. Then another. Then the hillside tipped. Within minutes, hundreds of people were sprinting from across the field to be part of something that, thirty seconds earlier, had been one man being laughed at in a field. Someone filming from higher up the hill said quietly: "See what one man can do. One man can change the world." The clip spread across the internet in 2009. Entrepreneur Derek Sivers played it at a TED conference to explain how movements actually begin. Not with the first person brave enough to start, he argued, but with the first person willing to join them. Collin Wynter, the man dancing alone, later said he had no idea he had done anything special. He was just tired of watching everyone sit still.

@Fink_Money @VolaTim Dead CAT bounce

Could just buy more $CAT instead 🤪

@FindingTrinity @AlanJLSmith Crazy. Once you factor in corporation tax, NI (both sides), income tax, VAT, council tax, road tax, etc… you can easily be looking at almost all of the economic value of £1 earned being collected in tax over its lifecycle.

@_jaylawrence @AlanJLSmith Well to pay £18.6k income tax in the UK, you have to be earning around £105k per annum. The average wage is about a third of that. But of course, we all pay lots of tax other than income tax, as does business, or we would possibly have collapsed as a viable state by now.

UK government spending per person: 2004: ~£8k Today: ~£18.6k Even after inflation that’s ~40% higher. Two decades of the internet. Cloud. AI. Automation. Yet public service productivity is still below 2019. Where did the efficiency gains go?

@DavidJReed100 @AlanJLSmith Insanity, and deeply unsustainable

@_jaylawrence @AlanJLSmith It would be hard to get a realistic value due to the spread. 50% of the working age population pays no tax and around a further 15% are below the contributory threshold.