Bluecat Compounder

One man, one cat, one brokerage account. UK stalwarts + the occasional Californian unicorn.

Views my own • Nothing here is financial advice

[Bluecat Compounder @BluecatCompound]

I'll post about a mix of UK & US names I follow and some other stuff. Not financial advice. Just a bloke with a spreadsheet trying to compound 😅

Looking forward to chatting investing. Drop a follow if that sounds like your cup of tea #UKstocks #FinancialFreedom #Investing

[Bluecat Compounder @BluecatCompound]

@KobeissiLetter He’s still acting like he has any control left then I see.

[Bluecat Compounder @BluecatCompound]

@Mr_Derivatives I’ve thought for a while that is my base case. I think $PYPL could be a long shot in there too. Still not touching it at these valuations though.

[Bluecat Compounder @BluecatCompound]

@KobeissiLetter Frightening that so many still fall for it every time. Stop listening to him.

[Bluecat Compounder @BluecatCompound]

@OBACHOMARTI And blocked.

[Bluecat Compounder @BluecatCompound]

@OBACHOMARTI Reported

[Bluecat Compounder @BluecatCompound]

@MichaelNaussCMT I think you could be right. I’m actually starting to wonder if the US/Iran deal when it eventually arrives could be the ultimate sell the news.

[Bluecat Compounder @BluecatCompound]

@markgurman $ADBE shareholders watching closely.

[Bluecat Compounder @BluecatCompound]

@MrTinvests Watching quietly from the side and I’m really impressed by your feel for the market. Curious what you consider your 30% core long terms?

[Bluecat Compounder @BluecatCompound]

@reb40 Hopefully a bit of a springboard for the turnaround

[Bluecat Compounder @BluecatCompound]

@Mr_Derivatives If he ends up being right, the impact and aftermath will change things forever.

[Bluecat Compounder @BluecatCompound]

@InvestmentBites @StockMKTNewz They’ll need to sell an equal amount of the rest of the index as well, which could cause some unusual flows on the current big names.

[Bluecat Compounder @BluecatCompound]

@InvestmentBites Defo good for the long term, I’m just a little cautious of the hyperscaler circular revenues. More so for $GOOG and $AMZN. Hoping $INTU can run a bit off the base following the likes of $NOW last week

[Bluecat Compounder @BluecatCompound]

@KobeissiLetter Wow, what a surprise. I’m totally shocked and couldn’t possibly have predicted that it was going to be a ‘no deal’ situation announced just after the market close.

[Bluecat Compounder @BluecatCompound]

@Mr_Derivatives And yet so many people still hang off every word Tom Lee says

[Bluecat Compounder @BluecatCompound]

@michaeljburry I honestly think you’re right, but at least 12 months early still yet on the hyperscalers. You’re probably doing alright on $PLTR so far though.

[Bluecat Compounder @BluecatCompound]

@AstonMartinF1 Seriously?! Attention to detail is the one thing that could be controlled in this disastrous season, yet here we are.

[Bluecat Compounder @BluecatCompound]

@ruth_capital @KobeissiLetter Or closed out their BTC trade

[Sama Hoole @SamaHoole]

A farmer dies in April 2026.

His son inherits the farm. The farm has been in the family since 1847.

The farm consists of: 300 acres of grazing pasture, a farmhouse built in 1892, a barn, a milking parlour, two tractors of varying ages, a Land Rover that runs about 70% of the time, and a herd of 180 Hereford-cross cattle.

On paper, the farm is worth approximately £3.2 million. This is because land near him has been bought recently by a London hedge fund looking for carbon credits, which has dragged the comparable value of every field within forty miles upward to a number nobody local can justify.

In cash, the farm produces a profit of about £28,000 a year in a good year. In a bad year it loses money. The son also works as a fencing contractor three days a week to keep the operation viable.

The inheritance tax bill on a £3.2 million estate, even at the reduced 20% rate, comes to approximately £140,000 after the increased threshold is applied. The son does not have £140,000. The son has never had £140,000. The son has £4,200 in his current account and an overdraft.

The son sells 60 acres to a developer to pay the tax. The developer puts solar panels on the 60 acres. The remaining herd cannot be sustained on the reduced land. The herd is sold. The barn becomes a holiday let.

A different family eats Brazilian beef this Christmas without knowing why the price went up.

The Treasury collects £140,000.

The land never produces British food again.