Joined May 2009
- Tweets 1,617
- Following 170
- Followers 545
- Likes 5,648
337 Photos and videos
Jun 4
This was a smashing event last year.
Very much looking to seeing faces old and new at this year's return 🍻
🌟The hugely successful @_investorsummit
returns to The Brewery, London on 18/9/26🌟
BUY your early bird 🎟️tickets here investorsummit.co.uk/tickets now & join 350 attendees
For a day built for investors, professionals, analysts & advisers who value wininng insights & connections.
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Jun 1
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
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Jun 1
#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%.
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Mar 25
#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]
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Mar 24
#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]
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Andy retweeted
Jan 12
You'd think he'd have deleted this first:
Jan 12
Former chancellor Nadim Zahawi defects to Reform UK bbc.in/4buJVh9
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10 Nov 2025
Will Santa bring us a 10,000pt FTSE100 before Christmas?
2.6% from here has to be a realistic end to 2026
50%
Yes, 10,000 for sure
50%
Snowball's chance in hell
16 votes • Final results
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29 Dec 2025
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"
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19 Dec 2025
Good listen this 👇
19 Dec 2025
🔥#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
youtu.be/5uDOlhHAvKw?si=S3Q7…
open.spotify.com/episode/6BZ…
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Andy retweeted
26 Nov 2025
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.
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7 Nov 2025
#SNWS hitting the mythical 100 StockRank on @Stockopedia
Moved my #BATS funds into this a while back. Very happy with the returns so far.
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29 Oct 2025
The Art of NOT Spending Money
Picked this up for $5 in an Indian bookshop
Turns out great works are available for a great price here - @morganhousel would be proud
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26 Oct 2025
Lucky enough to visit a #BRBY Burberry store in Mumbai today, where a special Diwali inspired scarf could be yours for a cool £650.
50 made, hurry if you want to buy one of the last 9 in stock.
Great to see the store so busy in an overseas market like this.
[I hold]
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Andy retweeted
30 Sep 2025
$NU applied for a U.S. Bank Charter. 👀
They’ve spoken a ton about wanting to cater to underserved Latin Americans in the USA.
Might be a near future priority. 👍
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Andy retweeted
29 Sep 2025
"People are strange: they are constantly angered by trivial things, but on a major matter like totally wasting their lives, they hardly seem to notice." – Charles Bukowski
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