Trying To Invest

Clear, practical finance and career thinking for ambitious UK professionals.
Long-term investing in dominant brands.

[Trying To Invest @TryingToInvest5]

See why I’m building a position in Brookfield $BN and what valuation I’m targeting

It’s now a 4% position in my portfolio and I’m feeling good about this one 💪🏻

https://t.co/UEADrvLnzM

[Trying To Invest @TryingToInvest5]

My conviction on Meta is increasing and increasing.

Meta feels the stock to own going into 2026. There will be choppiness but Meta is a winner 📈

[Trying To Invest @TryingToInvest5]

My thoughts on Meta! I’m slowly adding this to my portfolio at current valuations but recognise the potential for lack of cost control. Let me know what you think!

https://t.co/lCbCWbLAut

[amit @amitisinvesting]

$META

Zucks is not going down without a fight

was $600 a few days ago…

catalysts:

- new compute biz (potentially)

- layoffs in reality labs

- threads monetization announced

- multiple analyst upgrades based on depressed multiple + whatsapp scaling

who’s long?

[Trying To Invest @TryingToInvest5]

@oguzerkan Agreed, that’s the theme of 2026 imo. Be invested or miss out and watch your purchasing power decrease by 3% inflation

[Trying To Invest @TryingToInvest5]

@wallstengine Not really bothered by another LLM, it’s how it’s being utilised to drive ads/improve customer proposition which I wish the CTO would speak about

[Trying To Invest @TryingToInvest5]

@qualtrim Wow - is that just because of the more live events Disney has? Because the regular streaming services are way way better from Netflix so what on earth are Disney spending money on!

[Trying To Invest @TryingToInvest5]

Macron literally saying this on stage in Davos right now … Europe’s time to be tactical 👍🏻

[Trying To Invest @TryingToInvest5]

I’m not one for commenting on politics, but … speaking as a European, the way to counter Trump is to forge a closer pact with China in certain (non security threatening) issues

[amit @amitisinvesting]

TRUMP:

- 10% tariff on Denmark, Norway, Sweden, France, Germany, the UK, Netherlands, and Finland

- Effective February 1st

- Tariff Increases to 25% beginning on June 1st

- Tariffs will continue until the US reaches a deal to buy Greenland

bro…

[Trying To Invest @TryingToInvest5]

@joecarlsonshow I don’t know much about either but I think of Duolingo as B2C and Salesforce as B2B predominantly.

Businesses are a hell of a lot slower to change their CRM than a individual consumer is to change their subscriptions

[Trying To Invest @TryingToInvest5]

@joecarlsonshow 💯 enjoy the process!

[Trying To Invest @TryingToInvest5]

@ReneSellmann Really good thread, thanks!

[Trying To Invest @TryingToInvest5]

@oguzerkan Not only hold the ground if it decreases further but … BUY!

[Trying To Invest @TryingToInvest5]

Any UK people used Starlink?

This headline is a bit misleading as you can definitely get high speed wi fi for way cheaper than £40 from existing providers so Starlink’s price doesn’t appear that attractive …

[The Telegraph @Telegraph]

🔴 In the UK, Starlink has just started offering high-speed internet for as little as £35 a month - that is cheaper than BT’s equivalent £40 service

https://t.co/keVBNNGQEL

[Trying To Invest @TryingToInvest5]

@TacticzH This feels like the 2026 Google. Exposure to so many great opportunities.

[Trying To Invest @TryingToInvest5]

@m37683711 Good call out, thank you!

I am slightly more concerned on the execution risk than it sounds you are but agreed this is a good investment at current valuations nonetheless! 🤝

[Trying To Invest @TryingToInvest5]

See why I’m building a position in Brookfield $BN and what valuation I’m targeting

It’s now a 4% position in my portfolio and I’m feeling good about this one 💪🏻

https://t.co/UEADrvLnzM

[Trying To Invest @TryingToInvest5]

@DeepValueBagger Let’s get $AMZN to $300 📈

[Trying To Invest @TryingToInvest5]

@freedombill3 Even having this thought shows incredible discipline!

[Trying To Invest @TryingToInvest5]

@signulll I agree that this could be material fo openAI but certainly disagree that they can get the ARPU higher than Meta.

The average use case for LLMs is a therapy coach, I’m not sure it really is that much closer to decisions. But good post!

[Trying To Invest @TryingToInvest5]

@2147mill Around 50% goes into ETFs, remainder goes into individual stocks that I’m bullish on (currently Meta, Mastercard and Brookfield as recent purchases)

[Trying To Invest @TryingToInvest5]

@qualityequities Agreed on all companies. Haven’t yet opened a position in Uber but holding all three others.

Love Meta here