Ciphersense Research (@ciphersenseres1) 's Twitter Profile
Ciphersense Research

@ciphersenseres1

Accessible & balanced Equity Research covering sub £1bn UK stocks.

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ID: 1316469916325875713

calendar_today14-10-2020 20:04:28

131 Tweet

700 Followers

305 Following

Ciphersense Research (@ciphersenseres1) 's Twitter Profile Photo

"We have become the Amazon of the Cake market." I find it difficult to take anyone seriously comparing their business to Amazon (especially a cake franchise). #CBOX

"We have become the Amazon of the Cake market." 

I find it difficult to take anyone seriously comparing their business to Amazon (especially a cake franchise). #CBOX
Ciphersense Research (@ciphersenseres1) 's Twitter Profile Photo

At what point does 'Shareholder engagement' become too much of a distraction from running a business? 118 analyst meetings in a year?

At what point does 'Shareholder engagement' become too much of a distraction from running a business? 

118 analyst meetings in a year?
Richard Beddard (@richardbeddard) 's Twitter Profile Photo

Sometimes the chase is better than the catch. That's how I feel about Quarto, which is a little too tricksy an investment for simple old me... knowledge.sharescope.co.uk/2021/05/25/whe…

Michael Mauboussin (@mjmauboussin) 's Twitter Profile Photo

1/"All Losses Are Not Alike: Real versus Accounting-Driven Reported Losses" by Feng Gu, Baruch Lev and Chenqi Zhu. Dwells on the important distinction between losing money because of accounting method and losing money because of a poor business: papers.ssrn.com/sol3/papers.cf…

Jim O'Shaughnessy (@jposhaughnessy) 's Twitter Profile Photo

Two thoughts from Milton Friedman "Inflation is the one form of taxation that can be imposed without legislation." “A society that puts equality before freedom will get neither. A society that puts freedom before equality will get a high degree of both.”

Algy Hall (@algyhall) 's Twitter Profile Photo

My latest Investors' Chronicle stock screen has unearthed 5 cheap small cap growth plays. I've taken a closer look at #EPWN but reckon the value rally may have already taken it far enough...🧐 Also #SUS #MOTR #STM and #CTO investorschronicle.co.uk/ideas/2021/06/…

Graham Neary (@grahamneary) 's Twitter Profile Photo

According to the AstraZeneca trial data published by the EMA, those in the control group had a 0.2% (1 in 500) chance of hospitalisation for Covid. If smoking and obesity are significantly more dangerous than being unvaccinated, then what should be done to smokers and the obese?

England (@england) 's Twitter Profile Photo

It hurts, of course it will hurt. But let's not forget the incredible memories we made together this summer ❤️ This is a special group of players – and they will be back!

It hurts, of course it will hurt. But let's not forget the incredible memories we made together this summer ❤️

This is a special group of players – and they will be back!
Ciphersense Research (@ciphersenseres1) 's Twitter Profile Photo

$ZOO lists almost two pages of ‘investor engagement activity’ in its annual report. Utter waste of management time and an instant red-flag for me.

$ZOO lists almost two pages of ‘investor engagement activity’ in its annual report.  

Utter waste of management time and an instant red-flag for me.