MB
@mbinvest.bsky.social
Main: #at. #azn #wise $amzn $fslr $googl $ktos $meli $msft $nu $nvda $se $tem $tmdx $tsm
Speculative: #avct #wg. $acog $mdai
Funds: #smt
Speculative: #avct #wg. $acog $mdai
Funds: #smt
Been considering how I’m happy to own stocks, but not the market. US markets showing death crosses & today WisdomTree Quality Growth #ggrg too. Going to venture a change: high-PEG large-cap quality underperforms- passive has gone too far. Stock-pickers market? Or just cope? 🤔
April 15, 2025 at 7:57 PM
Been considering how I’m happy to own stocks, but not the market. US markets showing death crosses & today WisdomTree Quality Growth #ggrg too. Going to venture a change: high-PEG large-cap quality underperforms- passive has gone too far. Stock-pickers market? Or just cope? 🤔
Recommended: podcasts.apple.com/gb/podcast/t...
I don’t trust this bounce, possible bear market rally. May fade as investors refocus in the future.
That said, small top up on Ashtead Tech #AT.l. P/E 12.7, Fwd PEG 0.5, ROCE 15%, ROIC 13%.
I don’t trust this bounce, possible bear market rally. May fade as investors refocus in the future.
That said, small top up on Ashtead Tech #AT.l. P/E 12.7, Fwd PEG 0.5, ROCE 15%, ROIC 13%.
Nobody Knows (Yet Again)
Podcast Episode · The Memo by Howard Marks · 09/04/2025 · 35m
podcasts.apple.com
April 10, 2025 at 7:50 AM
Recommended: podcasts.apple.com/gb/podcast/t...
I don’t trust this bounce, possible bear market rally. May fade as investors refocus in the future.
That said, small top up on Ashtead Tech #AT.l. P/E 12.7, Fwd PEG 0.5, ROCE 15%, ROIC 13%.
I don’t trust this bounce, possible bear market rally. May fade as investors refocus in the future.
That said, small top up on Ashtead Tech #AT.l. P/E 12.7, Fwd PEG 0.5, ROCE 15%, ROIC 13%.
Reckon he’s finding an off-ramp. In two minds.
I bought: Amazon, Shift Four, F5, Nvidia, Broadcom. So that bolt has been shot.
But also moved the smaller remainder of my pension that was in equities into cash funds, to move once the dust settles.
I bought: Amazon, Shift Four, F5, Nvidia, Broadcom. So that bolt has been shot.
But also moved the smaller remainder of my pension that was in equities into cash funds, to move once the dust settles.
April 7, 2025 at 8:23 PM
Reckon he’s finding an off-ramp. In two minds.
I bought: Amazon, Shift Four, F5, Nvidia, Broadcom. So that bolt has been shot.
But also moved the smaller remainder of my pension that was in equities into cash funds, to move once the dust settles.
I bought: Amazon, Shift Four, F5, Nvidia, Broadcom. So that bolt has been shot.
But also moved the smaller remainder of my pension that was in equities into cash funds, to move once the dust settles.
Dropped Time Finance this week - Cheap on some metrics & growing, but don’t fancy holding an immature high yield business lender priced above its book into a potentially large downturn.
20% cash, waiting to see how this pans out.
Pension also only 25% equities.
Bargains await.
20% cash, waiting to see how this pans out.
Pension also only 25% equities.
Bargains await.
April 5, 2025 at 7:19 AM
Dropped Time Finance this week - Cheap on some metrics & growing, but don’t fancy holding an immature high yield business lender priced above its book into a potentially large downturn.
20% cash, waiting to see how this pans out.
Pension also only 25% equities.
Bargains await.
20% cash, waiting to see how this pans out.
Pension also only 25% equities.
Bargains await.
US market has surged driven by years of massive deficit spending (and cheap energy, low tax, huge internal market, etc). Now the US seems headed towards switching off the tap.
Meanwhile in Germany….
Looks like time to add that Euro area subscription to Stockopedia!
Meanwhile in Germany….
Looks like time to add that Euro area subscription to Stockopedia!
March 7, 2025 at 1:14 PM
US market has surged driven by years of massive deficit spending (and cheap energy, low tax, huge internal market, etc). Now the US seems headed towards switching off the tap.
Meanwhile in Germany….
Looks like time to add that Euro area subscription to Stockopedia!
Meanwhile in Germany….
Looks like time to add that Euro area subscription to Stockopedia!
The DG2 podcast is the most insightful tech & investment analysis on a weekly basis. Highly recommended. podcasts.apple.com/gb/podcast/b...
Brad Gerstner pointing out US austerity, plus stage of AI roll out (high capex, fast depreciation, revenues trailing) have him 50% underweight.
Brad Gerstner pointing out US austerity, plus stage of AI roll out (high capex, fast depreciation, revenues trailing) have him 50% underweight.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
Podcast Episode · BG2Pod with Brad Gerstner and Bill Gurley · 01/03/2025 · 1h 3m
podcasts.apple.com
March 2, 2025 at 9:08 AM
The DG2 podcast is the most insightful tech & investment analysis on a weekly basis. Highly recommended. podcasts.apple.com/gb/podcast/b...
Brad Gerstner pointing out US austerity, plus stage of AI roll out (high capex, fast depreciation, revenues trailing) have him 50% underweight.
Brad Gerstner pointing out US austerity, plus stage of AI roll out (high capex, fast depreciation, revenues trailing) have him 50% underweight.
Seem to have found myself buying some Time Finance. Also added to Water Intelligence yesterday.
In a move to derisk had previously trimmed Wise, Concurrent and Synectics, and sold Games Workshop. Tilting towards lower P/E positions. Bargains galore again.
In a move to derisk had previously trimmed Wise, Concurrent and Synectics, and sold Games Workshop. Tilting towards lower P/E positions. Bargains galore again.
February 27, 2025 at 2:43 PM
Seem to have found myself buying some Time Finance. Also added to Water Intelligence yesterday.
In a move to derisk had previously trimmed Wise, Concurrent and Synectics, and sold Games Workshop. Tilting towards lower P/E positions. Bargains galore again.
In a move to derisk had previously trimmed Wise, Concurrent and Synectics, and sold Games Workshop. Tilting towards lower P/E positions. Bargains galore again.
Backed out of Warpaint $w7l.l smallish trade - don’t like the price action. Nasty price action on Yu Group $yu.l, but tempted to add there.
February 19, 2025 at 12:59 PM
Backed out of Warpaint $w7l.l smallish trade - don’t like the price action. Nasty price action on Yu Group $yu.l, but tempted to add there.
Seems like bargains everywhere again to me. Rebought Alumasc - fears of a slowdown came to nought. 20% YoY H1 growth and bought for a similar price I sold for several months ago. P/E 10.4, PCF 9.9, 7% forecast earnings growth, ROIC 17.2%. Organic growth in all units.
February 4, 2025 at 9:20 PM
Seems like bargains everywhere again to me. Rebought Alumasc - fears of a slowdown came to nought. 20% YoY H1 growth and bought for a similar price I sold for several months ago. P/E 10.4, PCF 9.9, 7% forecast earnings growth, ROIC 17.2%. Organic growth in all units.
February 3, 2025 at 10:51 AM
Reluctantly sold out of Warpaint #w7l.l:
- Slowing sales momentum (Broker says transitory)
- Loss of SP momentum
- Lack of trading update
- Added risk from being relatively high P/FCF, P/E and forward PEG compared to some other holdings
- Death cross
Hopefully will get back in.
- Slowing sales momentum (Broker says transitory)
- Loss of SP momentum
- Lack of trading update
- Added risk from being relatively high P/FCF, P/E and forward PEG compared to some other holdings
- Death cross
Hopefully will get back in.
January 20, 2025 at 3:50 PM
Reluctantly sold out of Warpaint #w7l.l:
- Slowing sales momentum (Broker says transitory)
- Loss of SP momentum
- Lack of trading update
- Added risk from being relatively high P/FCF, P/E and forward PEG compared to some other holdings
- Death cross
Hopefully will get back in.
- Slowing sales momentum (Broker says transitory)
- Loss of SP momentum
- Lack of trading update
- Added risk from being relatively high P/FCF, P/E and forward PEG compared to some other holdings
- Death cross
Hopefully will get back in.
Wonder when Novo Nordisk will stop falling. IMO it’ll be one hell of a buy when it does! Price alerts all set.
January 18, 2025 at 10:34 PM
Wonder when Novo Nordisk will stop falling. IMO it’ll be one hell of a buy when it does! Price alerts all set.
First two stocks on my buy list for 2025 already lined up. Both US small cap growth companies that have been clobbered since the Summer, despite growth trajectory remaining intact. Waiting on price to moving averages shifting to an uptrend before buying in both cases.
January 1, 2025 at 5:07 PM
First two stocks on my buy list for 2025 already lined up. Both US small cap growth companies that have been clobbered since the Summer, despite growth trajectory remaining intact. Waiting on price to moving averages shifting to an uptrend before buying in both cases.
A reasonable year overall - beat the UK indices, but lagged the S&P.
Some speculative stocks have taken off in December - Spectral AI up over 60% and have bagged on Airship AI in under a month, albeit only a 1% position.
Top picks for 25:
#at.l #watr.l #wise.l #wpho.l #yu.l
All the best, HNY 🥳
Some speculative stocks have taken off in December - Spectral AI up over 60% and have bagged on Airship AI in under a month, albeit only a 1% position.
Top picks for 25:
#at.l #watr.l #wise.l #wpho.l #yu.l
All the best, HNY 🥳
December 31, 2024 at 12:52 PM
New position - Windar Photonics. Leader in its field for mid-sized wind turbines, of which there are well over 100k globally without LiDar installed. Now has capacity to produce c. 2500 / annum at c. $50m value. Funded and orders now rolling in. Plus ARR from software. #wpho.l
December 23, 2024 at 8:46 AM
New position - Windar Photonics. Leader in its field for mid-sized wind turbines, of which there are well over 100k globally without LiDar installed. Now has capacity to produce c. 2500 / annum at c. $50m value. Funded and orders now rolling in. Plus ARR from software. #wpho.l
Looks to me like there are lots of cheap good companies still. Bought back into Ashtead Technology #at.l on Friday, as i think looking perky and now v good value for a high ROCE roll-up opportunity. Have a couple of others I can’t quite fit in yet.
November 30, 2024 at 8:46 AM
Looks to me like there are lots of cheap good companies still. Bought back into Ashtead Technology #at.l on Friday, as i think looking perky and now v good value for a high ROCE roll-up opportunity. Have a couple of others I can’t quite fit in yet.
Yu Group #yu.l - Is this Bubba Gump Shrimp after the hurricane? Few upstart utilities remain, licences not being granted, nimble & free to nibble away at the big boys.
Raised by Paul Hill in his Vox podcast with Paul Scott, I don’t think either here yet to tag.
Does the regulator provide the moat?
Raised by Paul Hill in his Vox podcast with Paul Scott, I don’t think either here yet to tag.
Does the regulator provide the moat?
November 24, 2024 at 12:45 PM
Yu Group #yu.l - Is this Bubba Gump Shrimp after the hurricane? Few upstart utilities remain, licences not being granted, nimble & free to nibble away at the big boys.
Raised by Paul Hill in his Vox podcast with Paul Scott, I don’t think either here yet to tag.
Does the regulator provide the moat?
Raised by Paul Hill in his Vox podcast with Paul Scott, I don’t think either here yet to tag.
Does the regulator provide the moat?