Private investor, I like undiscovered shares, forthright views, the odd great try and homegrown veg.
England, United Kingdom
Joined April 2017
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VegPatch retweeted
New Curious Compounder article: Admiral Group plc
A low cost insurer with distinctive culture in a commoditised world. Free to read.
thecuriouscompounder.substac…
VegPatch retweeted
my number one priority is avoiding paying attention to @Keir_Starmer because he isn’t worth it..reverse L’Oréal basically
Hi @Keir_Starmer
You posted earlier that protecting British lives is your “number one priority”.
Could you confirm what is your actual number one priority? You’re failing at all of them.
VegPatch retweeted
A brief Curious Compounder follow up to the recent Goodwin trading updates.
Free to read
substack.com/@thecuriouscomp…
I try and stay on topic, but can I urge ppl to think twice about using @evrisupportline for their courier. Got within 30m of my house but said couldn’t deliver, they even took a photo of my side gate FFS! They have my mob no as well. Try customer service: we’ll get back to you…
VegPatch retweeted
“What have the Romans ever done for us?” (The Life of Brian)
History & (auto)biographies teach us about how our predecessors successfully handled problems and the mistakes they made. Some thoughts here on the lessons we can learn from autobiogs & biogs
thecuriouscompounder.substac…
Big Technologies.
At a time when you need all hands on deck, you have a chair who clearly is pulled in more than a few directions
Seems a pretty miserly 16% premium to get a recommendation from the Board of Treat. Wondering if the Chair Vijay Thakrar has enough time to consider this properly? He is only on the 5 plc Boards, of which he is Chair of 2…
VegPatch retweeted
My first substack deep dive: Wise plc
A classic, low cost, scale economies shared business like Costco and Ryanair with 16m delighted customers and producing excellent economic returns.
Sign up for free
open.substack.com/pub/thecur…
The Bitcoin treasury bandwagon list…
Smarter Web Company
Sundae Bar
Mendell Helium
Pri0r1ty Intel Group
Blue star capital
Coinsilium
VaultZ Capital
…or should that be bargepole list, but definitely brokers friend list !
This one is for you @dresserman @Tesco 6 Imodium on left, 12 on right. The pricing architecture feels a bit bunged up.
Avacta: total bargepole.
Only need to look at 2 bits of info. 👇
Shareholders will get diluted again, and again, and again….
Lots of complaints about lack of IPOs. Then this beauty comes along: Smarter Web Co. It offers web design services (v small revs) and also invests in bitcoin. Value of bitcoin £6.5m, Mkt cap £165m, 🚀 🚀🚀
Interesting set of advisors too…
M&S at Waterloo. One thing I can confidently predict @dresserman is that shrinkage levels will be well below normal levels this week
One of my favourite compounders comes to the table again. Avacta issuing 9m shares (2% SII) to part reduce its convert bond & interest. Shares in issue have compounded at >20% Pa for 11 yrs. That’s impressive!
The drugs pipeline is still in phase 1 however…”latent value” ?
