Tortoise investor

Interested mostly in UK small caps. Aiming to retire in 50s through slow, cumulative investment gains.

[Tortoise investor @InvestTortoise]

Scores on the doors: an 'OK' year having lagged indices. My financial year ends Xmas eve.

'25: 8.5%
'24: 21.1% 
'23: 8.55% 
'22: -14.0% 
'21: 28.81% 
'20: 24.61% 
'19: 19.08% 
'18: -8.8%  
'17: 18.4%  
'16: 4.8%  
'15: 4.2%   
'14: 25.2%
Cumultative: 246.1%
CAGR: 10.9%

[Tortoise investor @InvestTortoise]

The FT reader comments on Andy Burnham cancelling a meeting with hedge fund managers 😂😂😂

[Tortoise investor @InvestTortoise]

The FT reader comments on Andy Burnham cancelling a meeting with hedge fund managers 😂😂😂

[Mark Kleinman @MarkKleinmanSky]

Exclusive: The CMC Markets founder and chief executive Lord Cruddas will tomorrow land another £25m in dividend payments when the financial services group reports its annual results, taking the total he has received since its 2016 IPO to about £220m. https://t.co/bDFOGsPw1Z

[Tortoise investor @InvestTortoise]

@ShareSpeculator Well done. I made 6.1% which I'm pretty happy with. Seemed about as obvious as it could do that it was going to be a positive update today.

[Aston Girl @reb40]

#RFX Interims read well & culminate in my favourite expression, “Board currently anticipates that profit before tax for FY26 is expected to be in a range of £30m to £33m, ahead of current market expectations”

Management look to be doing things right, not sure why I don’t own any

[Tortoise investor @InvestTortoise]

@ShareSpeculator I've joined you for the party - hope there are still some leftovers tomorrow.

[Tortoise investor @InvestTortoise]

Even after today's further rise this is still on a p/e of just over 4. One of the most interesting value plays in the UK right now IMO.

[Tortoise investor @InvestTortoise]

I bought #CTA this morning. I'd like to see them have a net cash position on their balance sheet to better protect them against late payments but otherwise this looks far too cheap for a company that has good 24 month prospects.

[Tortoise investor @InvestTortoise]

#POLR up 5.6% today as the market realises the value still on offer

[Tortoise investor @InvestTortoise]

🚨#POLR AuM has increased by an astonishing 36.8% in the last two months. That's what their public fund and Trust data shows as of 29/5/26. Analysts are well behind the curve.

Their AI fund & global tech fund have DOUBLED since 31/12 due to performance and inflows.

[Tortoise investor @InvestTortoise]

@CityAM I think you mean passport photos.

[Tortoise investor @InvestTortoise]

I bought #CTA this morning. I'd like to see them have a net cash position on their balance sheet to better protect them against late payments but otherwise this looks far too cheap for a company that has good 24 month prospects.

[Tortoise investor @InvestTortoise]

Researching #CTA today. Really like the structure and narrative of their results presentation especially this slide. Portrays a business at an inflection point. (Although I haven't yet got to their balance sheet...). https://t.co/RHo3EOXBBK

[Tortoise investor @InvestTortoise]

@JacobTradesX The fees will probably wipe out that £20 😳

[Tortoise investor @InvestTortoise]

Researching #CTA today. Really like the structure and narrative of their results presentation especially this slide. Portrays a business at an inflection point. (Although I haven't yet got to their balance sheet...). https://t.co/RHo3EOXBBK

[Tortoise investor @InvestTortoise]

@ChesleyCapital @equity_research Difficult to calculate because performance fees should add a big chunk at the end of the year. But given we're 31% above the current Equity Dev expected AuM then a guesstimate could be c.83p EPS with upside potential if US tech continues to outperform.

[Tortoise investor @InvestTortoise]

🚨#POLR AuM has increased by an astonishing 36.8% in the last two months. That's what their public fund and Trust data shows as of 29/5/26. Analysts are well behind the curve.

Their AI fund & global tech fund have DOUBLED since 31/12 due to performance and inflows.

[Mark Kleinman @MarkKleinmanSky]

Revealed: BrandAlley, a members-only retailer of premium brands from Dolce & Gabbana to Dyson, has been sold in a pre-pack administration handled by BDO, making it the latest consumer brand to experience a brush with insolvency proceedings amid tough trading conditions.

[Tortoise investor @InvestTortoise]

@RebelHQ @BBCNews Their sea is also darker now. So what?

[Tortoise investor @InvestTortoise]

I can buy in the market for 2000p currently so potentially still decent upside (I now hold). The shareholder list is quite concentrated, but we await their views.

[James @1James1n1]

#PPHE - Bid

✅Looks like a bid is in for 2,200, versus closing price of 1,612p last night, a premium of 36.5%.
➡️Bidder looks to own only 4% of shares at close of play yesterday.

[Tortoise investor @InvestTortoise]

@trevoramorris In the short-term it sounds like this North American customer is going to be buying more but agree this is a risk if they go cold.

[Tortoise investor @InvestTortoise]

Hardide #HDD looks very interesting. And despite this crazy rise it's actually not that expensive versus a EPS this morning that was upgraded to 4p. I nibbled at 56p today with a view to doing more research.