Growth & Value

Growth and value equities. London.

[Growth & Value @moddepp]

@realroseceline Cake Box in the UK is a similar type of franchise business.

[Growth & Value @moddepp]

@gbrew24 If Iran do it then the rest of the world in a similar position will say, hey I can do this as well. The global trade gets fractured. If the US walks away now then the signal is clear. US military is no longer enforcing international order. Tough times ahead.

[Growth & Value @moddepp]

@dede_eyesan Sprouts Farmers Market has recovered slightly after a drop last year. Still on a great price.

[Growth & Value @moddepp]

@JavierBlas @RachelReevesMP Wouldn't this cause the companies to move their listing/incorporation the US?

[Growth & Value @moddepp]

@QCompounding I started with an aim of sticking to 100. My watchlist is close to 400 now across different bourses.

[Growth & Value @moddepp]

@AndrewFenn45484 @robin_j_brooks Who are they going to sell their equity to?

[Growth & Value @moddepp]

@John_Stepek @bigpicturepol @MerrynSW There was an understanding that allowing inflation to fall was necessary to get it under control. Removing the emergency cut would have raised inflation, while working against the BoE.

[Growth & Value @moddepp]

@abroninvestor @Greg_Speicher Have they all been positioned in bonds that have been taking a beating?

[Growth & Value @moddepp]

@fc_mossman Not related to statistics but perhaps not picking 3 CBs and keeping a skillful midfielder that can break lines instead might have made the attacks more potent. Making good substitutions instead of recycling one CB for another might be points enhancing.

[Growth & Value @moddepp]

@dogreadsnews @Frencheconomics So, if I understand correctly then they borrowed heavily when interest rates were rock bottom and now they are back in cash as interest rates give a positive return?

[Growth & Value @moddepp]

@citrini UKW.L UK Greencoat is yielding 11%+, with the dividends covered 1.8 times.

[Growth & Value @moddepp]

@Ross__Hendricks Software is being repriced as a narrow moat. A mental model would be pharmaceutical companies approaching a patent cliff and generic medicine competing against them.

[Growth & Value @moddepp]

@topsecretstocks SentinelOne

[Growth & Value @moddepp]

@topsecretstocks Sentinel has an ARR of a billion, cash on the balance sheet of a billion and has a market cap of ~4 billion.

[Growth & Value @moddepp]

@shehzadhqazi Trump getting schooled in the art of the deal.

[Growth & Value @moddepp]

@TankerTrackers European countries have navies. I doubt they will accept Iran taxing them. They are waiting to see what unfolds and preparing. Iran knows this so it begs the question why are they trying to draw their weapons into the region, while they are fighting the US and Israel.

[Growth & Value @moddepp]

@METhompson72 @Cannydc1 I imagine batteries will play a big part with renewables. We might need grid and local batteries.

[Growth & Value @moddepp]

@Valuehunte @grok what company is this chart of?

[Growth & Value @moddepp]

@Mayhem4Markets This isn't the end state for AI. It is still improving. Rapidly.

[Growth & Value @moddepp]

@QCompounding Apple twice as good?