follow new account @thesamball @thes4mball
NEW ACCOUNT - @thesamball Investor & TEDx speaker. Co-host of @TIWtweets youtu.be/cV2T3K2A5sE UK Joined March 2012-
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Many thanks to the listener who sent me this and the accompanying note (I have not read it and it was on my to read list!), if you get in touch via DM I'd like to thank you personally
Here is the link for Apple Podcasts: podcasts.apple.com/gb/podcast/e11…
E116 - in this episode we review and update our £1m fantasy portfolio for the third year. open.spotify.com/episode/7mcVKo…
Here is the link for Apple Podcasts: podcasts.apple.com/gb/podcast/e10…
E105 - Tesco, Pennon, JD Wetherspoons, CVS Group, Imperial Brands & Pepsi $tsco $pnn $imb $cvsg $jdw $pep open.spotify.com/episode/3J3k9p…
Thoroughly enjoyed House of the Dragon, much better than the last four seasons of Game of Thrones, Matt Smith was fantastic
We are just an advanced breed of monkeys on a minor planet of a very average star. But we can understand the universe and that makes us special. - Stephen Hawking
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E106 - easyJet, Sirius Real Estate, Entain, LVMH, Barratt Developments & Netflix $bdev $sre $ezj $mc $ent $nflx open.spotify.com/episode/2fyVkc…
Here is the link for Apple Podcasts: podcasts.apple.com/gb/podcast/e10…
E107 - Nestle, ASOS, Dunlem, moneysupermarket, AJ Bell & Shopify $ajb $asos $dnlm $mony $nesn $shop open.spotify.com/episode/4MJ7Z9…
To a man with a hammer everything looks like a nail. - Mark Twain
First one of these I've seen for disposables, watch out Elf, we're coming for you $sup
Interesting, if anyone fancies discussing on the pod and knows their stuff give me a shout
Here is the link for Apple Podcasts: podcasts.apple.com/gb/podcast/e10…
E108 - Airtel Africa, Unilever, Whitbread, Reckitt Benckiser, HSBC & Kraft Heinz $aaf $ulvr $wtb $rkt $hsba $khc open.spotify.com/episode/1RP5D5…
Here is the link for Apple Podcasts: podcasts.apple.com/gb/podcast/e10…
E109 - Shell, GSK, Sainsbury's, Rolls Royce, BT & PayPal $sbry $gsk $shel $rr $bt.a $pypl open.spotify.com/episode/2GbHCL…
Absolutely hate restaurants that add discretionary services charges to bills, just pay your staff more
Here is the link for Apple Podcasts: podcasts.apple.com/gb/podcast/e11…
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professor Astrones�.. @Astroneso2
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VERY EXCITED to chat today with the one-and-only Muji @hhhypergrowth! We'll be discussing the most important trends taking shape in the tech world. And we'll feature our conversation in our upcoming @7investing podcast next week. 7investing.com/podcast/
Best Investing Books – Full List With Detailed Reviews And Summaries (MUST READS!) - Sven Carlin svencarlin.com/best-investing…
“The more I learn, the more I realize how much I don't know.” - Albert Einstein
Tomorrow, my Twitter account will be populated with animated balloons 🎈 If I could tell my 20 year old self something, about what to expect over the next 5 years You are going to lose your metabolism, to the extent that you have to really consider if you want that croissant
@sloth_investor Mr Sloth taking care of what's important
The @chamath doesn't add up! Nice expose, Chris!
Upon further review, looks like you crowned yourself the next Mr. Buffett and Berkshire Hathaway in your past THREE annual letters, @chamath. Two weeks ago we had some fun digging in to your selected disclosure methodologies, didn't we? But oh my does it get even more bizarre. 1/
@thesamball @BrummieInvestor 100%, and I suspect it might not be just Amazon when the real bidding war starts... I expected this the end of last year to be very honest....
I hope I did this right.
How can a government, that's $28 trillion in debt, spend trillions of dollars that it does not have? Well, one major way is the Federal Reserve creates money-out-of-thin-air and then 'loans' it to the government by buying the government's bonds.
Morrisons rejects 'significantly undervalued' £5.5bn takeover proposal from Clayton Dubilier & Rice - Sky News apple.news/Aocs05AMuSryAa…
Sister in law's husband made G7 action figures instagram.com/p/CQUcpQ7gfry/…
I'm DYING folks 🤣 The World Bank just mockingly refused to help El Salvador w/ its Bitcoin acceptance implementation...but now there's a plot twist: their own 1944 charter requires them to accept the legal tenders of member countries, so World Bank *itself* MUST accept Bitcoin
Disney $DIS Parks are back ✅ No temp checks ✅ No masks ✅ Pre-pandemic sized crowds ✅ Rides, music acts, nighttime extravaganzas all reopening this summer ✅ Annual passes being replaced by membership program that “will reflect the behavior of our superfans”
The pre-pandemic version of Disneyland might be gone forever. The parks at the Disneyland Resort in Anaheim are continuing to reopen in phases, but a handful of the COVID-era changes are going to stick. latimes.com/business/story…
@clueless_1337 I think if I had to choose one, it'd be Etsy all day. Both are interesting, but based on today's valuation, Etsy all day.
A periodic exercise that helps me think deeply about composition.
The Panic of 1825 was a bubble surrounding stocks from newly free South American countries. The share price of one company, Anglo Mexican, rose from £33 to £158 in a single month. In part, the bubble was spurred on by adventurer Gregor MacGregor and Poyais, a fictional country.
@thesamball I don’t expect to be a net buyer of US stocks at current valuations Also 1-1.38 is still pretty good It was 1-1.15 at covid lows in mid March so basically 20% more expensive last year
Love it when my dad refers me work 🤦🏼♂️
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