Investment related books I’ve read over the last 18 months, with ratings

@SecondOrderEfxx Are you allowing for the Russian equities in CEE? This is the reason it’s up a lot

@CapitalValor Thanks for bringing this to my attention in October! Still decent upside from here IMO

@ValuingDutchman @evfcfaddict @dsmoak98 Congrats! Well deserved 🫡

@FitFounder Better yet, get a dog and you’ll have to go for a walk - even when you don’t feel like it or wouldn’t otherwise make the time

@SebKrog Belgium

RT @evfcfaddict: The opportunity set in Europe micro, small and even midcaps is upon the best since early 2009. You can get it all: - well…

@tom550993 Rentals?

@CasinoCapital @VirginMoney Just seen this done to all windows at David Lloyd gym as well… Hope this isn’t now a proxy for bad reviews

@MichaelAArouet 😂

Buying opportunity IMO - for anyone that sees the sp up 200% in a year, just try and work out forward pe and it will be obvious. Recent DeepSeek news spells further growth in Semiconductors and testing will be needed even more! Not investment advice. Holding

RT @epsilontal: $QLTU.TA (#QualiTau) received a multi-system order valued at approximately $1.5M from an Asian semiconductor manufacturer.…

@1_adoy @BeenThereCap I should probably do an update to the write up. Seem to have a lot to say about it 😂

@1_adoy @BeenThereCap Plus we might all be required to upgrade all our phones and laptops to accommodate power hungry personal AI assistants

@1_adoy @BeenThereCap And still comparatively cheap. I have forward p/e at about 12 to 14. Whereas competitors are 40 to 50pe. High growth and high margins (36% operating margins) is a powerful combo

Should have said Childminder was delayed.

@1_adoy @BeenThereCap Yes in my Bio link to blog. Think it’s the most recent article