Lewis Robinson @ExpectingValue
Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments lewissrobinson.com Welwyn Garden City, England Joined July 2011-
Tweets8K
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Followers7K
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Following114
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Likes5K
The UK is Zeno's paradox of shitty fiscal policy We're all waiting to smash into that brick wall, endlessly surprised at the number of intermediate, ever accelerating steps before impact
The strangest thing that happened to me when I worked at the United Nations was the time I got asked to get Kofi Annan a gram of cocaine. I picked up the phone. "Kofi," I said, "right now the only one I can think of is 'oceanic'".
Kind of a chad move for a small cap to spend £45m on a warehouse and say "yeah, we'll pay cash" #LTHM
The real big brain move would be now trashing the share price and getting the thing to a 50% discount before embarking on an aggressive repurchase scheme, effectively monetising both sides of the NAV rollercoaster
The real big brain move would be now trashing the share price and getting the thing to a 50% discount before embarking on an aggressive repurchase scheme, effectively monetising both sides of the NAV rollercoaster
I've always loved Dyche as a football manager. I now realise it's because it's one giant metaphor for investment management
I've always loved Dyche as a football manager. I now realise it's because it's one giant metaphor for investment management
I know you're not supposed to feel schadenfreude... but if there’s a less sympathetic rent-seeking cabal than airport/travel retail, I’ve yet to see it
There'll be a property tax and they'll 'generously' use that to pull lower value properties out of stamp duty. Maybe a £500k threshold. That's likely only 20% of stamp duty receipts, so big net revenue gain, but you can spin it as progressive and stimulative
There'll be a property tax and they'll 'generously' use that to pull lower value properties out of stamp duty. Maybe a £500k threshold. That's likely only 20% of stamp duty receipts, so big net revenue gain, but you can spin it as progressive and stimulative
The good old days 🥲
#XPF with a beautifully hedged show of full confidence @rhomboid1MF will like this one
Trust the FCA to take this and run with it, today delivering a 'redress consultation' which is simultaneously thin on fact, contradictory to its historical regulatory practices, and long on crazy cost estimates A woeful piece of work. fca.org.uk/news/statement…
Trust the FCA to take this and run with it, today delivering a 'redress consultation' which is simultaneously thin on fact, contradictory to its historical regulatory practices, and long on crazy cost estimates A woeful piece of work. fca.org.uk/news/statement…
#SYME Unilever eat your heart out, there's a new quality growth compounder in town
Alejandro Estebaranz @alex_estebaranz
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