Andy

Pilot by day, amateur investor by night.

All opinions my own.

[Andy @FlyingFinance]

This was a smashing event last year.

Very much looking to seeing faces old and new at this year's return 🍻

[Peter Higgins (conkers) @conkers3]

@purestockfacts @MarkDampier @AnneAshworth @CharlieHuggins_ @HTVIOLA @FundFanatic @Gerald_Ashley @PolemicTMM @John_Stepek @Jam4u_75 @PETERMINIHAN @copytaster @DianaEPatterson @GeorgeO @wheeliedealer @claudiohfox @Bouncetrade @MY21_Oracle @marxnd @sanjkareer @TheReluctantIn2 @achildofthe70s @AlgyHall @TheIdleInvestor @IChronicle @fei5al @RegHoare @NickBritton_ @YstoneAdvisory @jerskillington @PoolbegPharma @Schroders @rwstone1 @n20investor @harrimanhouse @YahooFinance @MenphysUK @BlueWhaleCap @rosaltmann @jeffprestridge @WatcherGuru @xGeorgeCooper @Equitile @FT @AICPRESS @annabelbrodies @masterinvestor @ShareScope @Frencheconomics 🌟The hugely successful @_investorsummit
returns to The Brewery, London on 18/9/26🌟

BUY your early bird 🎟️tickets here https://t.co/96eaYzHvr0 now & join 350+ attendees

For a day built for investors, professionals, analysts & advisers who value wininng insights & connections.

[Andy @FlyingFinance]

Bought a small starter position in #RMV Rightmove.

Op Margin 67.7%
PE(f) 13
Yield 2.81%
Revenue CAGR 15.6%
EPS CAGR 17.5%
Just popped above 50dma

Company doing all the right things yet share price cut in half due to the perceived threat of AI

[Andy @FlyingFinance]

#W7L back above the 200dma for the first time in a while. Once a share every PI seemed to own, now firmly out in the cold. Is it a buy at this point?

PE(f) 10.7, yield 6.2%, EPS growth 14%.

[Andy @FlyingFinance]

@conkers3 @masterinvestor I've been tempted many times. This video is a good overview of their problems from a non-investing perspective.

https://t.co/UGIoFGHoHh

[Andy @FlyingFinance]

#HICL Infrastructure sell their stake in a French motorway at a 21% premium to NAV.

Currently trading at a 26% discount to NAV.

[I hold]

[Andy @FlyingFinance]

#KGF Kingfisher update

✅Adj EPS +15%
✅Gross margin+80bps LFL sales +1.4%
✅£300m buyback (6% of mkt cap)
✅12.4p div (4.2%)
✅Forecast upgraded £565-625m (was £480-540m)
✅Perfect 100 Stockopedia score

📱Online = 21% of sales
👷 Trade sales 30% of rev

[I hold]

[Andy @FlyingFinance]

@1James1n1 Thoughts as a marathon runner myself: I'll definitely be picking up a pair of these. ASICS, Adidas, Puma all get great reviews, and a lot of hype around Li-Ning racing shoes (£80 or so on Shien / AE).

ZTF are hugely connected to Nike who have a lot more worthy competition now.

[Andy @FlyingFinance]

@TheSecretAcct @robprogressive Normally repeated from their estate when they die I believe

[Andy @FlyingFinance]

@TIWtweets Thanks for the reminder! If work allows I should be there.

[Larry the Cat @Number10cat]

You'd think he'd have deleted this first:

[Andy @FlyingFinance]

@micliffo Yeah, i suspect some sort of "microdose" regime once you've finished the actual course of weight loss.

Novo are such a strong company I'm quite sure they've been developing this for some time already.

[Andy @FlyingFinance]

Good to see $NVO creeping above the 200-day SMA.

Prices at 2022 levels, but revenue 86% higher and profits 107% higher.

Headwinds from the higher efficacy of $LLY Eli Lilly products exist, but they're also the first to gain US approval for tablet form GLP1 medication.

[I hold]

[Andy @FlyingFinance]

@s1m_j @investwithwes1 I have mates that work in big accounting firms - they're unable to invest in any company they work with (even though one mate is in HR with no access to the accounts).

Some are not even able to invest in companies their husband's / wive's company work with.

[Andy @FlyingFinance]

Naturally this happened the first trading day of the year

[Andy @FlyingFinance]

Will Santa bring us a 10,000pt FTSE100 before Christmas?

+2.6% from here has to be a realistic end to 2026

[Andy @FlyingFinance]

Obviously I mean 2025....

[Andy @FlyingFinance]

Scores on the doors:
ISA 22.7%
SIPP 21%
Wife 15%
Daughter: 15%

The first two accounts run on a value / GARP basis performed well. Stars: #IAG #AAF #Gold #Silver #Uranium

Latter accounts lower risk, value and income plays. Happy they performed as expected.

To 2026!🥂

[Andy @FlyingFinance]

I'm not usually one for cheap digs at government efficiency, but the @ONS writing me a letter, purely to tell me they're writing me a letter, really does seem like peak "we have taxpayer money to burn"

[Andy @FlyingFinance]

Good listen this 👇

[Peter Higgins (conkers) @conkers3]

@Jam4u_75 @annabelbrodies @_samdb @PETERMINIHAN @copytaster @LondonSouthEast @DianaEPatterson @GeorgeO @HTVIOLA @Ramraj35hotmai1 @wheeliedealer @claudiohfox @Bouncetrade @MY21_Oracle @DonaldLeggatt @purestockfacts @marxnd @sanjkareer @TheReluctantIn2 @SethLevine2 @achildofthe70s @ElizabethGooch @AlgyHall @TheIdleInvestor @ShareScope @MarkDampier @John_Stepek @IChronicle @fei5al @RegHoare @NickBritton_ @YstoneAdvisory @FundFanatic @jerskillington @PoolbegPharma @Schroders @rwstone1 @n20investor @AICPRESS @harrimanhouse @masterinvestor @YahooFinance @peteratcmc @Joe_Jowett @_investorsummit @AnneAshworth @MenphysUK 🔥#TWINPETESINVESTING #Podcast 168: Winning stock ideas for 2026. The best dividends paying #INFRASTRUCTURE play? #CRH #FRES #HOC #GOLD #SILVER #TIN Investing #OHGR #ATM #LITHIUM @AubreyCapital, @MenphysUK Charity fundraise & more

https://t.co/mZg5NXtw16

https://t.co/OF6cTVIp5G

[Andy @FlyingFinance]

@conkers3 @Spenno6 Number 3 this year Pete! Maybe you need to go weekly to catch up with the Playing FTSE lads!

[Simon French @Frencheconomics]

Whatever one thinks of the Budget and the Chancellor’s choices today, it takes real guts to enter frontline politics today with all the scrutiny of family & constraints on life. The vast majority of people wouldn’t do it. Whilst many (myself included) will disagree with some of the policy choices the ChX has made, I am yet to meet a cabinet minister who isn’t trying to do their best for the country as they see it.