Steady on, a bit of an escalation there Dave.. 🔥🚒

Someone needs to have a word with Cambodia's Head of Currency Manipulation tomorrow morning

Bear market motivation.

You just know tomorrow will end flat rather than a Black Monday or a ripping rally...

Trying to guage when we've reached max Ackman hate to go long Pershing #PSH

No shock there

Exited my gold position as I have a weak view on where it goes from here, and it feels a little toppy. Moving money into special situations that are hopefully agnostic to market gyrations.

🚨Anexo's $ANX.L buyout is an insult. If you're a shareholder who wants real value, it’s time to unite. I’m setting up a Twitter group — join us by commenting below.👇👇

Attention Anexo shareholders! Management is about to try to steal the company out from under us. Pls DM me so we can organize a collective pushback! $ANX

In our opinion, Anexo is worth at minimum 175p per share, and likely 250p once earnings recover. Management is trying to steal it from shareholders in exchange for debt securities likely worth far less. Don't let them rip you off! DM me to join the fight. $ANX.L ShareSoc

A quick and decent poolside read. Don't personalise the market and your decisions. Focus on loss management. Have a structured and documented plan - especially a predetermined exit strategy.

Minority Shareholders' Response to Anexo Plc Announcement of 23 April 2025 Open letter (page 1 of 2) Anexo Group plc $ANX $ANX.L #Anexo #ANX #MCAMS #DAMS #Fintwit #Fintwit Bloomberg UK Reuters UK Financial Times

Gets constant anxiety of orders never filling and the 10% bid/ask spreads

Some get excited by convoluted Mauboussin papers, but his is my thing. European net-nets returning 18%+ I continue to hold about 75% of my wealth in net-nets.

Any good write-ups on Howard Hughes regardless of the very recent Ackman news? Ie what's been the thesis over the last few years? $HHH

Wore my Berkshire t-shirt to the Vets. The Vet spotted it and started suggesting that Buffett knew about the tariffs in advance and that's why he sold Apple... All whilst his finger was inside my dog's butt. I love this game.

I'm going on a long holiday so need some books. What are your favourite but uncommon investing/finance books? To give something back here are three of mine

That really is a huge uplift in Defence spending. Any smaller under-the-radar defence equities out there showing tremendous value still? Hesitated and didn't buy Babcock last Nov at 490..