John Kirton

Not your average Brit living on the continent. Eat food, not too much, mostly plants. Move a lot. Buy quality companies at a discount. Compound your life!

[John Kirton @PapiJohn55]

@PascualInvest What keeps me in? I welcome the short term market overreactions driven by managers worried about their jobs, their bonuses or who are simply following others. I add. Nick Sleep keeps me in. $MELI and $Nu are both long term winners.

[John Kirton @PapiJohn55]

@wolfofharcourt Take a look at the most recent Nu videocast on Spotify. The market is giving exactly $Nu the same treatment as they did for Mercado Pago. Plus the new hire.

[John Kirton @PapiJohn55]

@AIStockSavvy Love it.

[John Kirton @PapiJohn55]

@ericbpreston Excellent post. The long term thesis rests entirely on the far lower cost to acquire/serve, an offer which is cheaper, quicker and far simpler to use, the momentum to date and the alignment of management with shareholders. Here, in France, my bank is so 20th century.

[John Kirton @PapiJohn55]

@GBPFC1984 @portsmouthnews So much negativity. They should push ahead with the plans and push ahead on the pitch. Get promoted and relegated with the lowest net spend ever and spend the money on the new stand and push ahead from there!

[John Kirton @PapiJohn55]

@DutchInvestors Who are these people? The people who seem to be the most positive aren't covering their losses. In fact they've been invested for a long time and seem to have a deep understanding of the business. Give me a handful of names!?

[John Kirton @PapiJohn55]

@CapexAndChill I finally got a decent position in $NU yesterday and the day before. $MELI is my biggest holding in a highly concentrated portfolio. My thesis says these two are long term multibaggers.

[John Kirton @PapiJohn55]

@degrotepuinhoop @JDB_trading Limburgs?

[John Kirton @PapiJohn55]

@zniwiarz_fin I had it and did well. But my instincts made me doubt management and I sold. Since then my doubts have been confirmed. DYOR. This needs an activist to kick out management, in my view.

[John Kirton @PapiJohn55]

@leepfc76 @pn_neil_allen What are you smoking son? Gary O'Neil has managed two clubs in the Premiership and is now with one of the better French clubs in Ligue 1. No way is he stepping down to a mid table or struggling Championship club.

[John Kirton @PapiJohn55]

@Baggr_fr @0xtechquity Mais pour Fundsmith il continue à acheter $WKL.

[John Kirton @PapiJohn55]

@Baggr_fr @0xtechquity Ce n'est pas absolument correct. Ses investisseurs font le grand ménage et il doit réagir.$BMI était acheté par Smithson. La performance de ce fonds n'est pas bonne.

[John Kirton @PapiJohn55]

@JKT_Dyke The small reduction in $ZTS indicates that Smith's bullshit meter isn't functioning very well. I sensed it a few years ago.

[John Kirton @PapiJohn55]

@JKT_Dyke Meanwhile they have steadily increased their holdings in $ WKL. Ask AI to calculate the number of shares owned from the monthly updates.

[John Kirton @PapiJohn55]

@JonahLupton @CapexAndChill Because the headline figures of ROIC and margins like poor in relation to a high P/E and near term share price action could be stunted. It is safer for fund managers to follow the crowd. Nothing fundamental if you look closer.

[John Kirton @PapiJohn55]

@ReneSellmann $MELI, $NU and $SPGI

[John Kirton @PapiJohn55]

@Invesquotes Meanwhile Gemini AI tells me of a securities fraud investigation into top management deliberately misleading the market. Peck sold 1.2m shares after her soon to be reversed 'optimistic' February guidance. Other managers were also big sellers. Useless and dodgy? hmmm.

[John Kirton @PapiJohn55]

@AparicioCadiz Good business meets poor management team . Mr Market, he no like!

[John Kirton @PapiJohn55]

@LindenJohan It is a land grab. Invest to acquire.