Pete

Investor, focusing on perceived undervalued shares when not on the golf course

[Pete @beatingmrindex]

#gtly Results as expected, setup to deliver in 27. Happy to see the Board has rebased the Group's dividend to distribute up to around 45 per cent of adjusted profits, with the dividend cut to 2p from 6.2p. CEO stepping down might impact the SP

[Pete @beatingmrindex]

@entrustTMF £31k statutory profit is a profit I guess....

[Pete @beatingmrindex]

@rhomboid1MF "At this stage there can be no certainty that the Group will be successful in implementing any of these options, or any alternative solution to improve the Group's financial position, within a reasonable timeframe, or at all." Time to increase #LIKE

[Memyselfandi007 @memyselfandi006]

If I would want to buy only one quality, small-/mid-cap UK stock at a "decent" valuation, which one would it be ?

[UK Dividend Stocks @UKValueInvestor]

Investing for 100-year olds https://t.co/2GVTXO5SYj via @Monevator

[Pete @beatingmrindex]

@Wexboy_Value I don't know what accounts are real or fiction anymore, perhaps that's the point

[Michael Taylor @shiftingshares]

Yellow Cake (#YCA / $YCA) is a boring holding company.
It stores physical uranium in France and Canada.

The price currently trades at a >20% discount to NAV.

Here's why I believe this is a big opportunity:

[Pete @beatingmrindex]

@TheSecretAcct that's not right, fundsmith has c.40 stocks so on avg 2.5% per holding. Unless I have misunderstood what you mean by 14%

[Pete @beatingmrindex]

@paddyspud that's some great portfolio management well played

[Ralphie @Greensheet6]

Holy Hell...

[Pete @beatingmrindex]

@JorgeDGarc @ashishkjha That's an optimistic theory and I really hope it's correct, however azn which I have had and many others in the UK would have is also not as effective as other's tested. Seychelles will be very interesting to follow

[Pete @beatingmrindex]

@Lotusespritlad @wheeliedealer was interesting last night and I like who they have partnered with. No visibility of profits made and cynically I think a lot could be due to covid. Looking fwd to a more detailed update from them before jumping in

[Pete @beatingmrindex]

@Wexboy_Value break into the beauty market. https://t.co/2xd1eK4h6U

[Wexboy @Wexboy_Value]

#FIRE..?

I read this @Finumus1 post the other day...

https://t.co/CBMBRvzPVx

...and it inspired a post today from @Monevator:

https://t.co/CAK7DsTyZv

[Wexboy @Wexboy_Value]

#NewBlogPost

Nobody knows anything...

...a #COVIDcrisis is another (grim) reminder to focus on #highquality #growthstocks...

...here's a H1-2020 Wexboy portfolio performance report:

https://t.co/BPxpEjipSB

#owneroperators #balancesheet

https://t.co/YrPvFHCty5

[Pete @beatingmrindex]

@tonywatsonm I assume its the initial rush, same with many items eg golf trolleys they sold out every where in 6 months will be a different story

[Patrick OShaughnessy @patrick_oshag]

My conversation with GMO founder Jeremy Grantham. We discuss:

- why this crisis, the 4th major one of his career, is so different than the others (Japan '89, Tech '00, GFC '08)
- "its different this time"
- FAANG
- Oil, metal, + food stocks

https://t.co/Oe10h3jGaS

[Jim O'Shaughnessy @jposhaughnessy]

This is a must listen podcast.

Incredibly interesting and provocative ideas from one of the asset management industry's greats.