Self taught investor in search of high QUALITY companies at the right price. 🚨 Tweets are my OWN opinions & NOT financial advice 🚨
Joined April 2022
- Tweets 5,538
- Following 442
- Followers 3,180
- Likes 7,655
537 Photos and videos
Pinned Tweet
substack.com/home/post/p-196…
New April Portfolio Update
More detailed discussion can be accessed on the link.
2
5
885
D invests 🏴 🦥 retweeted
Giles Capital Weekly - Week 23
gilescapital.substack.com/p/…
Great write-ups & articles from:
@finphysnerd
@310Value
@DRGInvests
@EarningsB4Hugs
@dirtcheapstocks
@KylerJohnson411
@konichivalue
@felix__archive
@Valuedontlie
@TPC608839840907
@Delta9Echo
@qualityequities
more!
2
1
7
623
D invests 🏴 🦥 retweeted
Need a @ChrisBloomstran take on Berkshire funding $GOOG capex and buying it at ATHs
Jun 1
Wow, Berkshire Hathaway investing $10 billion into $GOOGL in a private placement as part of a broader $80 billion equity capital raise by the company to expand its AI infrastructure
14
7
150
63,436
I still can’t believe it traded as low as 8 P/E ratio.
May 28
If you bought $META the last time it was at 13x OCF you would be up ~95% today
Do with that information what you will...
1
2
355
$CSU with strong acquisition spend. Including the committed funds post March 31st Constellation has already surpassed the total cash spent on acquisitions for 2025. This excludes PEMS. Strong Q !!!
1
1
20
3,763
An encouraging 19 week report from Greggs this morning $GRG.L
1
4
514
A huge thankyou to @DividendDynasty. Appreciate the kind words and the recommendation. The UK is becoming more familiar with investing.
If I can only give one recommendation to any new investors it would be to study Warren Buffett.
May 11
Seeing lots of new accounts from 🇬🇧 starting to post about Stocks / Finance.
Absolutely love talking through investments and watching people progress financially.
I want to see much more, so please, if you have any accounts that you can recommend, please drop them below 👇🏻
Here are a few of mine;
@JamesP728
@2147mill
@DividendDrip
@DRGinvests
@Mariusz_Invest
@investingwithAL
@TheGeordiePig
1
2
593
🤣🤷🏼♂️🫣 I hope investors like this stay away. $1000 a share ….. behave.
May 8
Berkshire Hathaway is a $1,000 stock that’s selling for only $475/share. Buy the discount while you can $BRK.B
3
600
A repost with a slight tweak.
True Investors :
Analyse, value and calculate businesses for desired investment returns and invest opportunistically.
Speculators :
Dollar cost average monthly without any consideration of value with the hope the market will rise.
Most people:
Wait for crashes
Me:
Invest every month
That’s the difference
488
This will make a huge difference to the yield 🫣
Costco announces a HUGE 13.1% dividend increase.
$COST continues to deliver strong shareholder value 🔥
1
6
1,038
For those DCA into the index with the arrogance of an expected 10% yr annual return, I strongly believe you should read Semper Augustus letter to clients. There, they dissect what drives shareholder returns and what returns to expect in the next decade.
static.fmgsuite.com/media/do…
2
303
D invests 🏴 🦥 retweeted
Food and Bev is quietly one of the top-performing industries over the last 3 months (up ~11%)
Here are some recent notes on stocks in the industry:
- $GO
- $CELH update by @Govro12
- $KHC by @AlphaTalon2025
- $NOMD by @DRGinvests
2
3
14
3,580
D invests 🏴 🦥 retweeted
ARK Invest published its 2021 “research” report on Tesla, thoughtfully estimating metrics on where the car company would be in five years. The results are in. Turns out Cathie & Co were just a tad bit optimistic in their forecasting skill. That was sarcasm. The scorecard: 1/
40
125
994
299,433
givernycapital.com/en/letter…
2025 Giverny Capital Letter to shareholders. A must read as always.
4
360
D invests 🏴 🦥 retweeted
Feb 6
4
25
235
49,021
