Xavier MacDuff
@xvrmdf.bsky.social
Octopus & sea bream ceviche, followed by rib of pork with shitake and oyster mushrooms.
January 13, 2026 at 7:41 PM
Octopus & sea bream ceviche, followed by rib of pork with shitake and oyster mushrooms.
Yeah, still great performance in the long run, but they should have done better with the latest move.
January 11, 2026 at 2:02 PM
Yeah, still great performance in the long run, but they should have done better with the latest move.
These guys have incredibly deep relationships across Silicon Valley, but still seem to have missed both the scale of the AI boom and also which companies would be the beneficiaries. The #NeverSell mentality makes it really hard to switch horses.
January 11, 2026 at 1:45 PM
These guys have incredibly deep relationships across Silicon Valley, but still seem to have missed both the scale of the AI boom and also which companies would be the beneficiaries. The #NeverSell mentality makes it really hard to switch horses.
Lots of attention this week on the soggy performance of Nick Train and Terry Smith, but let's not ignore Baillie Gifford's Scottish Mortgage, which seems to have largely missed-out on the AI boom of the last few years.
January 11, 2026 at 1:37 PM
Lots of attention this week on the soggy performance of Nick Train and Terry Smith, but let's not ignore Baillie Gifford's Scottish Mortgage, which seems to have largely missed-out on the AI boom of the last few years.
With the BBC being a public service broadcaster, we really need a lot more effort from them to (un)cover the stories that matter to the UK and the things under influence of the UK government.
January 8, 2026 at 10:43 PM
With the BBC being a public service broadcaster, we really need a lot more effort from them to (un)cover the stories that matter to the UK and the things under influence of the UK government.
I can only imagine that the journalists, editors, and producers are spending all day on social media, marinating their brains in whatever takes up most space on Twitter that day.
January 8, 2026 at 10:41 PM
I can only imagine that the journalists, editors, and producers are spending all day on social media, marinating their brains in whatever takes up most space on Twitter that day.
I know I posted about this a lot, but the BBC/UK media is far too America-brained.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
January 8, 2026 at 10:39 PM
I know I posted about this a lot, but the BBC/UK media is far too America-brained.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
And he's still sticking with the same names. I actually own a couple of these and have two more on my watch list, but really, that position-sizing. 😬
January 7, 2026 at 8:13 PM
And he's still sticking with the same names. I actually own a couple of these and have two more on my watch list, but really, that position-sizing. 😬
Man, he really did nail the zeitgeist for the best part of two decades, and then...
January 7, 2026 at 8:10 PM
Man, he really did nail the zeitgeist for the best part of two decades, and then...
Well, 2026 has started with a big "Buy AI supply chain" vs "sell enterprise software" trade!
January 2, 2026 at 9:07 PM
Well, 2026 has started with a big "Buy AI supply chain" vs "sell enterprise software" trade!
You're a massive lad though George.
And I could probably manage it if I needed to, but it wouldn't be my first choice of meal.
And I could probably manage it if I needed to, but it wouldn't be my first choice of meal.
January 1, 2026 at 7:31 PM
You're a massive lad though George.
And I could probably manage it if I needed to, but it wouldn't be my first choice of meal.
And I could probably manage it if I needed to, but it wouldn't be my first choice of meal.
Who eats Big Mac, Quarter Pounder, Filet O Fish, and large fries in a single sitting?
January 1, 2026 at 6:55 PM
Who eats Big Mac, Quarter Pounder, Filet O Fish, and large fries in a single sitting?
Reposted by Xavier MacDuff
It's possible to acknowlege how dysfuctional Starmer's reign is whilst also accepting most of media and social media is controlled by people who want a Reform government. It's not either/or.
January 1, 2026 at 4:00 PM
It's possible to acknowlege how dysfuctional Starmer's reign is whilst also accepting most of media and social media is controlled by people who want a Reform government. It's not either/or.
I know the feeling!
Best wishes for 2026 Duncan!
Best wishes for 2026 Duncan!
December 31, 2025 at 4:48 PM
I know the feeling!
Best wishes for 2026 Duncan!
Best wishes for 2026 Duncan!
Which particular policies do you have a hatred of?
December 31, 2025 at 9:55 AM
Which particular policies do you have a hatred of?
Social media was in its infancy, GB News didn't exist, and the Telegraph was still a serious broadsheet when Gordon Brown was PM.
December 31, 2025 at 9:06 AM
Social media was in its infancy, GB News didn't exist, and the Telegraph was still a serious broadsheet when Gordon Brown was PM.
I would go with the relentless brutally negative media coverage from most of the UK press (Mail, Express, Telegraph, GB News) plus the social media environment (Facebook especially).
December 31, 2025 at 8:54 AM
I would go with the relentless brutally negative media coverage from most of the UK press (Mail, Express, Telegraph, GB News) plus the social media environment (Facebook especially).
Sees himself as "custodian" of the castle, rather than its owner. 🤣🤣
December 28, 2025 at 10:22 AM
Sees himself as "custodian" of the castle, rather than its owner. 🤣🤣
Probably for the best, given how Edinburgh performed.
December 27, 2025 at 5:58 PM
Probably for the best, given how Edinburgh performed.
Great view of the game at Murrayfield today!
December 27, 2025 at 5:52 PM
Great view of the game at Murrayfield today!
There is a lot of doomerism about the UK, and I'm very guilty of it, so it is great to read a piece about the success of the country's technology sector:
Amid the economic gloom, the UK's tech firms give us a re...
With more unicorns, thoroughbreds and colts than most other European countries, Britain is a world leader in the sector, providing an opportunity that must be grasped
observer.co.uk
December 23, 2025 at 11:20 AM
There is a lot of doomerism about the UK, and I'm very guilty of it, so it is great to read a piece about the success of the country's technology sector:
I wonder how much of this is GLP-1s?
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
"Trump’s tariffs and cost of living pressures create glut of undrunk Scotch" (FT)
Diageo $DGE "had restricted production at some distilleries from 7 days a week to 5, while also pausing production at Teaninich Distillery ... Roseisle Maltings ... had also been paused"
www.ft.com/content/db41...
Diageo $DGE "had restricted production at some distilleries from 7 days a week to 5, while also pausing production at Teaninich Distillery ... Roseisle Maltings ... had also been paused"
www.ft.com/content/db41...
December 23, 2025 at 8:44 AM
I wonder how much of this is GLP-1s?
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
Update: I weighed-in 0.4kg heavier this morning.
December 22, 2025 at 8:18 AM
Update: I weighed-in 0.4kg heavier this morning.