Lewis Robinson

Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments

[Lewis Robinson @ExpectingValue]

Papiiiiiii!!

[Lewis Robinson @ExpectingValue]

I know it's silly to personify a system, but there is something pathetic about the way the FTSE drifts around listlessly until US market open and then latches on like a desperate little sibling

[Lewis Robinson @ExpectingValue]

@dopamine_uptake @AdamB1438 It's interesting - likewise, when I've done this it's been super when I've looked back 3 years later and done an avg. return.

Typically some disgusting pain in the middle in some names, and whether you would've/could've held or traded the basket appropriately is the crux...

[Lewis Robinson @ExpectingValue]

This is chef kiss blackmail tbh, 10/10

[Mark Kleinman @MarkKleinmanSky]

Revealed: Ongoing uncertainty about water industry regulation risks triggering a sector-wide ratings downgrade which would add up to £40 to customers' bills across the country, according to David Henderson, chief executive of the lobby group, Water UK. https://t.co/EVbvboNvhR

[Lewis Robinson @ExpectingValue]

@dopamine_uptake shitholeofamarket.wav

[Lewis Robinson @ExpectingValue]

@Wexboy_Value @GaliciaInvestor This brought back some memories. Thank you both!

[Lewis Robinson @ExpectingValue]

#IGR you love to see it.. CFO and CEO joining and making substantial equity investments

[Lewis Robinson @ExpectingValue]

#IGR strong stuff from the new CEO... strikingly (and sadly) rare in UK plc land

[Lewis Robinson @ExpectingValue]

@TheMurkyDepths @mark_wharrier It's going on the bucket list, for sure

[Lewis Robinson @ExpectingValue]

@sliboy You pick your poison in life!

[Lewis Robinson @ExpectingValue]

@mojomogoz ... but with none of the actual direction. It's an economy obsessed with telling people what they can't do (see: building literally anything) but totally incapable of any expression of what we want to be doing, collectively, and what we want to encourage

[Lewis Robinson @ExpectingValue]

A lot of truth in this and terrible for the market. Whole sectors widely written off as uninvestable as they have the Sword of Governmental Damocles hanging over them

[d-spike capital @dopamine_uptake]

@John_Stepek Trading the UK market has increasingly become about which sectors the government is going to smash/reward in recent years. Just as Adam Smith would have wanted.

[Lewis Robinson @ExpectingValue]

@mojomogoz What we have at the moment feels to me like the worst of all worlds - over-regulated business, tidal waves of shitty, costly legislation, dysfunctional capital markets - perhaps looking like a caricature of a poorly run leftist economy...

[Lewis Robinson @ExpectingValue]

@JimWall84 @mojomogoz I came to post exactly that 😂

[Lewis Robinson @ExpectingValue]

People talk about the cost of capital problem in the UK.

Not surprising when many investments feel like you're underwriting not only the business but a complex option structure on government policy change and timing

[Lewis Robinson @ExpectingValue]

Perhaps just as damaging is the inverse - sectors withering in a policy framework no-one seems sufficiently motivated to change

Temu/Shein arbitraging tax rules to outcompete, manufacturers shafted by uncompetitive energy costs

[Lewis Robinson @ExpectingValue]

My wife just asked me to ensure that, when replacing the toilet roll, I use the toilet roll from the toilet roll cupboard and not one of the decorative toilet rolls on the shelf

[Lewis Robinson @ExpectingValue]

@AltayCapital Think I overlap on four of those!

[Lewis Robinson @ExpectingValue]

@InvestTortoise Well done - you seem to be smashing it recently!