James Greenhalgh (JG)

Full-time investor in Australian and US stocks. Long term and ‘quality’ focused but flexible. Former analyst at 'Intelligent Investor'. (No advice) 🏳️‍🌈⚛️

[James Greenhalgh (JG) @JamesGreenhal20]

@GregHoffman15 You already have the number - it’s 1800JG 😆

[James Greenhalgh (JG) @JamesGreenhal20]

@orrdavid Always worth questioning how people can be so ignorant. It’s been the same day for more than 15 years, David. If you can’t work on eliminating your biases as an investor then you simply aren’t a very good one. Unfollowed.

[James Greenhalgh (JG) @JamesGreenhal20]

It's bizarre the way the media speaks of the Brooksfield consortium as if they're master tacticians. They've been anything but.

They were too tricky lifting the bid ($10 would have done it).

Now they've proposed a too-complex alternative. The board will rightly reject it.

[James Greenhalgh (JG) @JamesGreenhal20]

Open letter to the Origin $ORG $ORG.AX board:

1. We all know the bid has failed. Ignore Brooksfield's farcical *lower* offer and move on.

2. Brooksfield is panicking because it can see its bargain purchase slipping away.

3. Don't you dare sack Frank Calabria, or let him leave

[James Greenhalgh (JG) @JamesGreenhal20]

Open letter to the Origin $ORG $ORG.AX board:

1. We all know the bid has failed. Ignore Brooksfield's farcical *lower* offer and move on.

2. Brooksfield is panicking because it can see its bargain purchase slipping away.

3. Don't you dare sack Frank Calabria, or let him leave

[James Greenhalgh (JG) @JamesGreenhal20]

$ORG $ORG.AX Scare tactics really ramping up this week:
1. You'll miss out on that 39 cent dividend (fully franked!) if you don't vote for the scheme.
2. Shareholders will be environmental vandals if they don't vote yes 😆.
What rubbish.
https://t.co/m2FdUjRwrx

[James Greenhalgh (JG) @JamesGreenhal20]

Just had a call from the Origin call centre about the Brooksfield consortium bid.

Told them I agreed with AustralianSuper, and to mark me down as 'Against'.

$ORG $ORG.AX

[James Greenhalgh (JG) @JamesGreenhal20]

@CEOofDogecoin While I bought five months ago with the intention of selling into a raised bid, I’m primarily a LT investor. My view is that $ORG.AX is good value LT.

My personal view is a lot of the scheme failure risk is already in the price.

[James Greenhalgh (JG) @JamesGreenhal20]

Just had a call from the Origin call centre about the Brooksfield consortium bid.

Told them I agreed with AustralianSuper, and to mark me down as 'Against'.

$ORG $ORG.AX

[James Greenhalgh (JG) @JamesGreenhal20]

@matt_barrie Freelancer shareholder here Matt.

Maybe you should focus on running your businesses rather than stoking the culture wars.

[James Greenhalgh (JG) @JamesGreenhal20]

@PythiaR This price only chart presumably doesn’t account for the effect of the South32 demerger, or the much more recent (and significant) petroleum assets demerger to Woodside.

[James Greenhalgh (JG) @JamesGreenhal20]

@GregHoffman15 Clifford finally stepping out of the role he should never have taken on.

[James Greenhalgh (JG) @JamesGreenhal20]

@claudedwalker Yeah the current lack of a browser version is a drawback.

[James Greenhalgh (JG) @JamesGreenhal20]

C’mon over to Threads, Oz Fintwit. We need to dismantle Twitter’s network effects. That includes you @claudedwalker 😀

[James Greenhalgh (JG) @JamesGreenhal20]

I might be biased because I know these guys, but there are so many wonderful investing nuggets in this 4-part 'ASX value investor' series.

Great stuff Gaurav Sodhi, John Addis and Nick Cummings. Well done (and great questions) @OwenRask.
https://t.co/fKBm1rtLa3

[James Greenhalgh (JG) @JamesGreenhal20]

@StarDestr0yer Thanks

[James Greenhalgh (JG) @JamesGreenhal20]

@RonShamgar When $WES bought API it seemed like they were trying to emulate $EBO. Wholesale and distribution is within its core competency, and this made sense.

Clear Skin and $SLA are services and involve risk of reputational damage for botched procedures etc. Wrong focus for WES.

[James Greenhalgh (JG) @JamesGreenhal20]

@sambudiselik @rjmontgomery Thanks Sam, that’s very nice of you!

[James Greenhalgh (JG) @JamesGreenhal20]

@SleepwellCap @PythiaR It’s the thin end of the wedge. I worry about brand extensions/who’s ultimately buying this stuff.

Imo it already seems like management is heading down the Cartier route.

But what would I know? I’m just a Sydneysider who wonders why dingbats queue outside ‘luxury’ stores.

[James Greenhalgh (JG) @JamesGreenhal20]

Love Pythia but surely any investor is allowed to challenge the orthodoxy?

When luxury becomes mainstream it ceases to be luxury, no?

40% of Japanese women own a Louis Vuitton bag - and Tiffany debasing its brand here - should surely give LVMH shareholders pause for thought.

[Pythia Cap: Partially Conductive @PythiaR]

I love when random internet people tell the most skilled management team in luxury how to run their business.

[James Greenhalgh (JG) @JamesGreenhal20]

@TheBunsenBerner I've no dog in the LVMH fight, but it always surprises me when certain ideas are controversial.

Such as: Pushing brands downmarket boosts aspirational sales, but is a massive risk for long-term brand health.