Dearg Doom
@deargdoom.bsky.social
A daily adrenaline rush to read and interpret results, takeovers, and general business news.
Brookfield Asset Mgmt $BAM
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
December 12, 2025 at 5:03 PM
Brookfield Asset Mgmt $BAM
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
Uber Technologies $UBER
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here
December 10, 2025 at 6:07 PM
Uber Technologies $UBER
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here
Saga plc #SAGA
Share Price 297p (+10%)
Is the article below the sole reason for the Share price?
If so, I'm happy to accept the 10% rise as a seasonal gift.
Just in case, I offloaded 20%of my holdings.
Of course, it could be a leak! somewhere!
Share Price 297p (+10%)
Is the article below the sole reason for the Share price?
If so, I'm happy to accept the 10% rise as a seasonal gift.
Just in case, I offloaded 20%of my holdings.
Of course, it could be a leak! somewhere!
December 5, 2025 at 2:16 PM
Saga plc #SAGA
Share Price 297p (+10%)
Is the article below the sole reason for the Share price?
If so, I'm happy to accept the 10% rise as a seasonal gift.
Just in case, I offloaded 20%of my holdings.
Of course, it could be a leak! somewhere!
Share Price 297p (+10%)
Is the article below the sole reason for the Share price?
If so, I'm happy to accept the 10% rise as a seasonal gift.
Just in case, I offloaded 20%of my holdings.
Of course, it could be a leak! somewhere!
Trustpilot #TRST
Share Price 129.3p (-32%)
Does #TRST creates problems (unsolicited profiles + negative reviews), then charge for solutions?
Yes, a moat, but hardly "Mafia Style Returns"
On P/E remains high.
Invited myself to the drama!
Bought a few near the close.
The Open tomorrow critical!
Share Price 129.3p (-32%)
Does #TRST creates problems (unsolicited profiles + negative reviews), then charge for solutions?
Yes, a moat, but hardly "Mafia Style Returns"
On P/E remains high.
Invited myself to the drama!
Bought a few near the close.
The Open tomorrow critical!
December 4, 2025 at 5:23 PM
One minute until the market closes at 4:30 p.m.
Often, the USA markets can have an influence on UK shares in the last two hours of trade. However, not particularly so today.
I'd expect some give-back tomorrow on any moderate gains made by shares of companies below.
Is it a pattern? Hmm..
Often, the USA markets can have an influence on UK shares in the last two hours of trade. However, not particularly so today.
I'd expect some give-back tomorrow on any moderate gains made by shares of companies below.
Is it a pattern? Hmm..
December 3, 2025 at 4:39 PM
One minute until the market closes at 4:30 p.m.
Often, the USA markets can have an influence on UK shares in the last two hours of trade. However, not particularly so today.
I'd expect some give-back tomorrow on any moderate gains made by shares of companies below.
Is it a pattern? Hmm..
Often, the USA markets can have an influence on UK shares in the last two hours of trade. However, not particularly so today.
I'd expect some give-back tomorrow on any moderate gains made by shares of companies below.
Is it a pattern? Hmm..