Ben B

Devon-born, Berkshire-living. Passionate equity investor. Always open to an alternative view.

[Ben B @GoLeftMassa]

2025 - In Review

A starkly unbelievable +97.7% but, as always, context is important. Much of the gain was repairing significant damage caused by a terrible 2024, however, I'm rather happy to be benefitting.

Significant contributions came from a high risk-on move on #EML...

1/

[Ben B @GoLeftMassa]

@battlebus141 @DonaldPond6 On a serious note, I hope he has a wonderful retirement!

[Ben B @GoLeftMassa]

@DonaldPond6 @battlebus141 Happy retirement, Simon! 😂

[Ben B @GoLeftMassa]

@private_punter Fantastic feedback - thank you, Martin.

As you say, a lot in the delivery, but I see the downside fairly limited, especially if they continue to be conversative with cash.

[Ben B @GoLeftMassa]

@rhomboid1MF I’m continually surprised by how many times someone thinks they have “recreated” a Bloomberg terminal. AI deserved its shot.

PS. I’m an idiot too, though Sharepad is kinda ugly…

[Ben B @GoLeftMassa]

@Jave_t23 I think you might be overestimating how good the top 4 are - he’ll be charged out at a fair whack though! 😜🤣

[Peter Higgins (conkers) @conkers3]

🔥#TWINPETESINVESTING #Podcast 173: Winning investing strategies with special guest, former fund manager @CharlieHuggins_ 🌟#DPLM #PHP #EXPN #REL #REITS #BONDS #Ai $NVDA $APPL, DCF model #Dividends & more

https://t.co/pCMHIAnfYp

https://t.co/LTbRFYpgt3

https://t.co/NtfBxkdbo8

[Ben B @GoLeftMassa]

@mattbird55 @BrilliantLeader @Hawkeye_74 LLMs also take out element of "browsing" - buyers like to look at what they may be able to buy, not necessarily specific requirements. Also, fear of FOMO by simply relying on a search query (e.g. looking for a 3-bed, but what if they saw a 2-bed with extension possibilities?)...

[Ben B @GoLeftMassa]

Well, this was a shock to find out - if only we had months like this on a frequent basis (although perhaps not the volatility the other end).

Great episode as always, @conkers3 & @HTVIOLA - always listening, will find time to comment/share more!

[Peter Higgins (conkers) @conkers3]

@Dsaurez @rchrdsut76 @TigerWont @footsiebets 🚀A +95.9% return for the month🚀
Huge congratulations to our #TwinPetesInvesting Challenge October 2025 winner @GoLeftMassa🙌

Listen here to find out what Ben had in his portfolio🙌
https://t.co/Q22ElXeKDG
5/🧵

[Ben B @GoLeftMassa]

@MrSandMrJ1 @Markos_mom PS. May also take over £100k when all sorts kick in.

[Ben B @GoLeftMassa]

@MrSandMrJ1 @Markos_mom It’s unlikely that’s the answer with RTI (monthly payroll submissions). It’ll be submitted as a one-off bonus, so the tax should be broadly correct.

More likely he is a higher rate tax payer (40%), NI (2%), student loan (9%) & perhaps pension (the balance).

[Ben B @GoLeftMassa]

@InvestTortoise Not in my experience. I get a few marketing emails but not over the top & often covering general markets.

[Ben B @GoLeftMassa]

@DDEE69 @rhomboid1MF In fairness, they did confirm expectations within the release. If I was going to call it, I'd say it was likely that they may have just been a crap CFO, but WDIK? 🤷‍♂️

[Ben B @GoLeftMassa]

@F15JCM @patviera What are they taking out for y/e 31/01/2026 too? Below figures were up from ~£312k year prior...

[Peter Higgins (conkers) @conkers3]

@EMR_Recruitment @marxnd @samhagger @annabelbrodies @SKellyCEO @Frencheconomics @jimgannonuk @John_Stepek @stephenyiu @jeffprestridge @Belcourtoi @battlebus141 @Richyf321 @tradermark72 @MathewGregory5 @TunbridgeJacqui @Kirsty_Doyle_ @sunsuneti1 @JamesThorneley @achildofthe70s @Jam4u_75 @RakeshChander51 @entrustTMF @S_M_Investor @TradingBasesUK @neetusquire1 @Scrumpy222 @Jarvy55 @pauledenbrow @FlyingFinance @sanjkareer @amandainvests @copytaster @robertmartin1a @Tommo33s @Mike24775926 @GeorgeO @GoLeftMassa @Leic58 @visit_leicester @claudiohfox @Jubiloo @DaveCliffeLeics @4Lilyfoundation @JustGiving @CallumMckeefery 🔥#TWINPETESINVESTING #Podcast 170🥳A New Year Special with 4 #Investing🌟guests. Potential winning stocks for 2026. #CNC #RELX #EMG #BRWM #ECOR #CURY #STB $EOSE $WBD #APN #RIO $NFLX #GOLD #Ai #Dividends & more

https://t.co/DQ8dH7fqAf

https://t.co/i0z5E6g7A3

[Ben B @GoLeftMassa]

@conkers3 Thanks, Peter!

I’ll hopefully be around a bit more this next year, though juggling on many front!

HNY and big hugs to you & the family. 👍

[Ben B @GoLeftMassa]

2025 - In Review

A starkly unbelievable +97.7% but, as always, context is important. Much of the gain was repairing significant damage caused by a terrible 2024, however, I'm rather happy to be benefitting.

Significant contributions came from a high risk-on move on #EML...

1/

[Ben B @GoLeftMassa]

@JoeValue Fantastic - would be fascinated to read and I'll check out the podcast. Thank you.