Montville Capital

Small cap, style agnostic investor.
[email protected]

[Montville Capital @MontvilleCap]

@W98AB @compoundpapi @88888sAccount GAW thrived in Covid, although their customers probably enjoyed staying at home :)

There is a decent sized crowd in the UK where 40-50yr olds are getting back into it and introducing their children to it

[Montville Capital @MontvilleCap]

@UKstockpicker Perhaps, I am also not an expert. As a cynical shareholder, one wonders if the OCC wouldn't let them withdraw and wanted to get the statement out as to exactly why rather than let Wise spin it. We may never know!

[Montville Capital @MontvilleCap]

@IshfaaqPeerally Why did they carry on the process if there is a better route? They've let someone highlight continuing compliance weakness instead of withdrawing and going the different route. Unless the OCC wouldn't let them withdraw...?

[Montville Capital @MontvilleCap]

@SowingAlphaSeed In Europe & UCITS land they'd put the other costs e.g. custodian fees, admin fee, trading costs, etc. in there.

[Montville Capital @MontvilleCap]

@Alb_dgi @rhunterh 20% growth “simply by improving customer targeting”… if it’s that easy!

[Montville Capital @MontvilleCap]

@TheRealBirnbaum @DrewCohenMoney Don't disagree he's having an absolute shocker here but why should he be S&P not MSCI as benchmark? He can buy globally (arguably only buys large/mega caps so it should be a subset). He's British and lives on an island in the Indian Ocean, and most of his clients are British too.

[Montville Capital @MontvilleCap]

@InvestTortoise I used ChatGPT in Agent mode first to get the list of funds from the Polar website, then go to trustnet and find the AUM. Got to £33.04bn as of 26.06, with the three ITs to add.

How are you with Python? Codex is building me a script to download automatically. Happy to share.

[Montville Capital @MontvilleCap]

@InvestTortoise @equity_research Ah they have daily amounts. Excellent. Thank you.

[Montville Capital @MontvilleCap]

@eXcel_m0nkey Apparently not when there is nothing on a day they announce a restart of a previously to be discontinued business line with an up to $300m contract from US DoW

[Montville Capital @MontvilleCap]

@7LukeHallard Does that make a potential third level though where the risk is clearly higher but if they address is makes it even harder still for competitors to catch up, on top of the getting regulated problem, they need to be able to cut the AML mustard too?

[Montville Capital @MontvilleCap]

@thealepalombo Channel Islands

[Montville Capital @MontvilleCap]

@MrMojoRisinX Do you think a BLD holder who doesn’t want to own QXO will get closer to $505 or best just to take the money now and sell in the market? Seems like a bit of a gamble on QXO, basically just own a derivative of it now

[Montville Capital @MontvilleCap]

@t0rpack Not sure about Alken after the Wirecard debacle

[Montville Capital @MontvilleCap]

@rhomboid1MF The buyers of Hargreaves Lansdown did similar, although they had a 1% minimum not 66%, seems designed to put off retail, and they didn't have the complicated PIK structure.

[Montville Capital @MontvilleCap]

@CrystalAmberRB1 Nothing untoward there then

[Montville Capital @MontvilleCap]

@hcapinvesting @Uzocapital They'll tell you they are investors who think about the long-term at the same time too...

[Montville Capital @MontvilleCap]

@taobanker @ColubeatID They've been going pretty hard at the first allowance. Be interesting to see how quickly they can do it, over 8% of non-family shares in the new EUR 300m.

[Montville Capital @MontvilleCap]

@jeuasommenulle April Fool?