Wesley Chambers
@investwithwes1
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28 Years Old U.K. Value Investor Follow To Improve Your Investing Knowledge🧠
Joined September 2022
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Pinned Tweet
🚨Portfolio Update Time🚨
🆕New Position
$TRI.PA
Current Holdings:
$BABA $TCEHY $TEP.PA $FIVE $NTES $FDJ.PA $JD $JD.L $FUTR.L $ASO $ALPH.L $BME.L $IGG.L $TRI.PA
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Seth Klarman wrote a brilliant piece on this topic.
What % of investors truly behave like Warren Buffett? They read everything but do little
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Uk Small Cap Thread🧵:
This will be a UK small cap thread dedicated to companies that I have written about/own. I will be updating this thread regularly so give it a bookmark to follow along.
Also give the substack a follow it is FREE😁
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I finally got round to finishing Margin Of Safety by Seth Klarman. In my opinion this is the best book on value investing out there. I highly recommend it to any any serious investor.
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My portfolio is on its fourth year of trading sideways.
The positive:
I haven’t lost money in the process and we can accumulate more shares whilst we wait for the market to see what I see.
The negative:
We have to watch other people make money and I look out of touch.
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I don’t know how anyone can pay 20x or even 30x earning for a company. I would feel physically sick doing this. Even when you look at Buffetts best investments he is paying 10x. He might say he wants to pay a “fair price” but that’s far from the case. He’s still stingy AF.
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My First $BABA purchase was at $212 and now my average is $98.
My first $JD purchase was at $64 and now my average is $37.
My first $TCEHY purchase was at $60 and now my average is at $42.
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Twitter is a funny place. A year ago you could barely find 10 people who were invested in the suppose value trap call $META. But ever since the stock has risen so much everyone on this platform is a $META shareholder. Something is not adding up right.
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I’m so fucking long Uk stocks right now I don’t think anyone understands.
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Twitter is the only place where investors make money all the time and never had a down period. 95% of people on this platform should start a hedge fund because it’s truly amazing stuff. Even a young Warren Buffett can’t match folks on twitter.. Truly remarkable..
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When I hear the word uninvestible my ears perk up. The only people who call London uninvestible are investors who lack patience. A lot of companies in the uk are starting to buyback shares at a massive discount and paying really nice dividends. It’s a stock pickers market!
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Selling $SFM at $35 dollars after buying it at $20 as my first ever value pick is my worse investing mistake ever. It has cost me more in returns and money than all my losses combined.
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Somewhere in China there is a young Chinese Warren Buffett buying up all the discounted Chinese companies.
$TCEHY $BABA $JD $BIDU $PDD
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🚨My YTD Breakdown🚨
Returns YTD:
My portfolio: +7.53%
SPY: +24.29%
Top 3 holdings in percentage:
$GCT 18% 🇨🇳
$BABA 13% 🇨🇳
$FUTR.L 10%🇬🇧
2023 Winners In Percentage:
$GCT+110%
$META+88%(Sold)
$ASO+23%
2023 losers in percentage:
$DOCS.L-33%
$JD-25%
$FDEV.L-16%(Sold)
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I have been banging this drum for years now. If you really want to make serious returns in the coming years ignore everything in the S&P 500. Go out and turn over rocks. You can find fast growing small caps at single digit cash flow buying back shares and paying a dividend.
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„Why are you not indexing?“ is a question you nowadays hear oftentimes as a small cap value investor.
Why is that?
Because we are in a 15 year up market where the index beat most stock pickers.
But if we look at a 100 year US market chart, we see 3 over a decade long
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You can’t make this up. Two of the biggest clowns on this platform who were anti valuation in the pandemic era bubble is now selling a valuation course. This community is a joke honestly. Nearly a $1,000 to enrol as well.
I'll be teaching the course with
@BrianFeroldi
, starting August 7th at 8 PM EST.
DM me for a discount code. But hurry: registration closes by the end of the day
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The finance space is so fake and garbage. Last year you would lucky to find 5 people posting their portfolio and returns and now everyone and their grandma is posting their YTD performance and portfolio despite getting torpedoed last year.
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Nah the cheap companies that I’m finding on screeners right now is just insane. These aren’t crappy companies either, they’re companies with high insider ownership, not even spoken about on Twitter when i type in the cash tag. Some even have 30,40% roic with fat profit margins.
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Thanks for 1k followers. The support has been great😊🫶🏾
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I’m now seeing more people now than ever analysing $META and saying they want to own the company but they wish it was cheaper. These are the same clowns who was mocking me and anyone else for buying the company at 10x earning and calling it a value trap. I give up with Twitter🤦🏽♂️
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@coardr
This video might peak your interest. I don’t think any value manager done well in the last 10 years. The market was crazy.
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Why are folks calling $GOOGL a buy or time to go all in opportunity? Where was the same energy when it was at $83 when there was actual fear? Also surely folks can find something better to invest in than a $1.6T company trading at 25x earning?
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Investors need to pick their poison:
Tweet about companies that everyone knows and love and grow your social media page for validation.
or
Tweet about boring obscure companies and get no engagement but make a lot of money in the stock market.
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$TCEHY is up 15% YTD and no one is talking about it. It’s almost as if Tencent is the black sheep of the family. Everyone is too fixated on $BABA.
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I have never seen so many YTD/ATH updates in my life. Don’t people on this platform have any shame? Where were these same folks last year? If you’re going to be honest with yourself you should show your results in the bad times also and not pick when everyone is making money.
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My Current Holding Time For Companies Within my Portfolio.
$GCT $BABA $FUTR.L $AAF.L $JD $TCEHY $IGG.L $ASO $WIX.L $HIBB $DOCS.L $NTES
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Despite sucking at value investing for 3 years I still think the long term strategy will do well. Sticking with China, France, UK etc is the smart thing to do even if it there is a lot of pain. I suck at doing well in an up trending market even if I tried. Time will tell!
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Current Free Cash Flow Yield Of All My Holdings:
$BABA $TCEHY $JD $DOCS.L $IGG.L $WIX.L $ASO $AAF.L $FUTR.L $FDEV.L $WBD $HIBB
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The Warren Buffet quote "buy a good company at a fair value" has been taken out of context by investors on this platform as they’re using the quote to justify paying 30x for companies. There seems to be no multiple too high either. This market is even crazier than 2019-2022.
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Three things that are certain in life:
1.Death
2.Taxes
3. Long Equity tweeting a horrifically bad take.
Popular investing concepts I disagree with:
• margin of safety
• circle of competence
• moat
MoS reinforces the bias that you can market time. CoC incentivises laziness not to learn, expand and take risk. Moat misses other types of business resilience.
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I end the first year of writing on (you know what) with 575 subscribers. Slow and steady growth I guess.
$WIX.L, $IGG.L, $AAF.L , $SDI.L , $SUP.L , $CBOX.L , $FUTR.L , $FDEV.L , $ASO , $WSM , $GCT , $NCK.AX
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Thanks for helping me reach 2k followers. Much appreciated🙏🏾🫶🏾
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Writing monthly stock ideas on su*****k is the best thing I’ve ever done for a number of reasons:
1.learning in public improves you.
2. You’re essentially “forced” to
dig into a company. Almost like a journalist.
3. You can pick up thesis breakers easily.
4. Accountability
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Very few investors in this market are doing real valuation work. If you look on this platform if a stock tanks 20,30% people just “buy the dip” because they think the stock will eventually continue its upwards trend based on previous bias. No one is assessing the cash flow
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🚨Portfolio Update Time🚨
➕Increased Position:
$GCT $FDEV.L $HIBB
Current Holdings:
$BABA $GCT $TCEHY $DOCS.L $FUTR.L $HIBB $WIX.L $IGG.L $JD $ASO $AAF.L $FDEV.L $WBD
Follow my instagram: investingwithwes
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It has now been 3 years since doing value investing and we still suck. Times like this is when I think I might as well sell all my contrarian bets and just pile into US big tech and call it a day. My patience has been truly tested but I know my strategy works it just takes time!
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I Finally hit 800 newsletter subs. Thanks to everyone who has helped me achieve this. I’m really enjoying these write ups. We need to get 1k by the EOY💪🏾.
$WIX.L $IGG.L $AAF.L $SDI.L $SUP.L $CBOX.L $FUTR.L $FDEV.L $ASO $WSM $GCT $NCK.AX $BABA $JD $TCEHY $ASY.L $BIG.L
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From the 16 UK companies I have written about so far I think my favourites are:
$BME.L
$ALPH.L
$TFW.L
$FNX.L
$BIG.L
$ASY.L
$FUTR.L
$SUP.L
$IGG.L
All of these are nice companies but they aren’t going to get the attention they deserve. They’re just simple boring businesses.
I have spent the last 2 years writing about UK small caps because I think it’s an interesting market with a lot of positive catalyst for future outperformance if you pick the right companies. After looking at my UK watchlist I have about 14 companies left before I move on.
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We are in the desperation phase. Those who bought at a higher multiple are suffering from huge drawdowns. The only thing they can do is drum up interest on social media to attract new capital. Watch out for buzzwords like “generational opportunity ” “cheapest valuations since”
$CELH is a company that:
- Is the market leader in sugar free energy drinks.
- Grew revenue 105% annually since 2019.
- Has no debt.
It’s trading at 34 times earnings…
This is just ridiculous.
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I’m not even going to entertain $GOOGL at 26x FCF or about 4% FCF yield. No I’m not “paying up” either when you can find quality businesses in depressed markets for half the valuation. These companies may not be on the same quality and popularity but they’re still quality.
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My Current Holdings And Their Returns:
$ASO +106%
$AAF.L -16%
$BABA -13%
$DOCS.L +5%
$FDEV.L -1%
$FUTR.L -0%
$HIBB +32%
$IGG.L +2%
$JD -22%%
$META +24%
$TCEHY +8%
$WBD -6%
$WIX.L +11%
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Another reason why this finance community is a joke and you can’t take anyone seriously as it’s all a cash grab. Instead of spending $997 on some stupid valuation course take your money and put it in SPY and call it a day. That’s free advice that they don’t teach on this platform
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🚨Portfolio Update Time🚨
➕Increased Position:
$DOCS.L $META
Current Holdings:
$BABA $META $TCEHY $HIBB $JD $WIX.L $ASO $DOCS.L $IGG.L $AAF.L $WBD $SFM $SRG
Follow my instagram: investingwithwes
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I think one of the most difficult thing as a value investor is how do we control our mentality when we have a basket of wonderful companies trading below IV but the market hasn’t recognise the true value yet. Instead the market keeps sending companies like $PLTR or $NVDA to
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Strongly disagree. There is a lot of junk in the UK market especially in AIM but if one is willing to do the extra work they can find a basket of good single digit PE firms growing 10%+ that operate in a niche market. Most people won’t give this advice because it’s all about ai
I’ve seen so many good men and women of FinTwit get seduced and destroyed by UK stocks.
UK stocks have broken a thousand hearts.
Before the end, they will break more.
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Yes $PDD is gaining market share over $BABA and $JD but they’re doing it by burning cash to acquire new users. This type of business model is not sustainable because when the marketing stops it is now a test of how sticky their platform is.
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Who would have thought my last 2 tweets would have gone viral. In the space of 2/3 days I have gained over 100 new subscribers on my substack and more than doubled my twitter following. Thank you everyone. Plenty more write up in the pipeline. ❤️😁
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We are now at 600 subscribers on the other app. Thanks for the continues support on my monthly write up. I have more interesting ideas in the pipeline. Let’s get to 1k.
$WIX.L, $IGG.L, $AAF.L , $SDI.L , $SUP.L , $CBOX.L , $FUTR.L , $FDEV.L , $ASO , $WSM , $GCT , $NCK.AX , $BABA
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I’m not smart enough to catch the bottom on every Chinese names like most people but here is a table highlighting when I first started buying into Chinese companies, at what price and my current average.
$BABA $TCEHY $JD $NTES
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🚨Stock Pitch Time🚨
Check out my write up on Williams-Sonoma- $WSM. Link below👇🏾
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My current portfolio holding time
$BABA $GCT $TCEHY $JD $FUTR.L $WIX.L $DOCS.L $AAF.L $IGG.L $ASO $WBD $HIBB
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Buffett missed out on:
Nifty Fifty
Dot Coms
AI Hype.
The reason why Buffett is able to compound wealth over such a long period of time is his ability to stick to what he knows and avoid groupthink. Most investors can’t stand to sit out and watch others make money on rubbish
Biggest takeaway from Berkshire's letter:
Buffett is missing the AI revolution
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Currently I think one of my favourite narrative to find investment ideas is looking at companies that have sold off massively because investors fear that Ai will disrupt the industry when in reality these companies will embrace Ai to further enhance their business.
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🚨Portfolio Update Time🚨
➕Increased Position:
$BABA, $IGG.L, $WIX.L, $ASO, $AAF.L, $FUTR.L, $HIBB
Sold:
❌ $META
Current Holdings:
$BABA $TCEHY $JD $DOCS.L $IGG.L $WIX.L $ASO $AAF.L $FUTR.L $FDEV.L $WBD $HIBB
Follow my instagram: investingwithwes
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We finally did it, we have reached 500 subscribers in less than 12 months.😎🥳
$BABA $TCEHY $IGG.L $FUTR.L $JD $ASO $DOCS.L $WIX.L $FDEV.L $AAF.L $WBD $HIBB
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Thanks for helping me reach 1.5k followers. Much appreciated 🫶🏾
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This quality and forever hold gimmick needs to be stopped..it’s beyond madness at this point. Worse than the unprofitable tech crowd during lockdown
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Controversial take but quality bros will significantly lag against bros who only invest in what I call shitcos/nets or where that situation has a little bit of hair on it. Quality folks is a crowded trade right now and basic valuation principles have gone out the window.
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🚨Portfolio Update Time🚨
➕Increased Position:
$BABA
🆕New Position:
$NTES
❌Sold My Position:
$WBD
Current Holdings:
$GCT $BABA $FUTR.L $AAF.L $JD $TCEHY $IGG.L $ASO $WIX.L $HIBB $DOCS.L $NTES
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The weirdest people are those who switch their portfolio to an entire new strategy based on what the market is doing. In hype market it’s trendy to gamble your money in loss making companies, in down market everyone pretends they care about valuation and make threads on Buffett.
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The biggest myth on social media is growth and value are different. It is absolutely not. Growth is needed when you’re trying to find the value of a company. The issue with the modern day retail crowd is they use growth investing as an excuse to overpay because they’re impatient
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I don’t think I have met any 1 on this platform that gives good investing advice and they have a big following. The ones with a big following are too busy farming Warren Buffett even though they think his investing principles is nonsense. The small accounts is where it’s at.
Anyone who has >100k followers will give you terrible investing advice.
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I pitch a lot of companies. The ones that I invest in seem to go down and keep going down but the ones that I don’t invest in seem to go up and making new highs. Please make it make sense..
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Whilst the world was fetishising about AI and magnificent 7 here are 3 boring small/mid cap that I pitched to my friendship circle that have smashed the SPY YTD. I did own Sprouts and William Sonoma and my inner circle did own some sort of variation of the 3. No one had all 3.
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This is why I don’t like networking because people are rude. You come into my dms asking me questions and I try my best to help out then the person just goes MIA and ignores me. I reply to everyone because I’m nice most people don’t even interact with their followers.
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Real contrarians who are all in on either spinoffs, China, Europe, small caps, anything illiquid don’t you ever feel like it’s time to abandon those “outdated approach” and just buy anything in the S&P index because that is the only thing that has worked for more than a decade?
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My China allocation is now 41% of the portfolio.
$BABA $TCEHY $NTES $JD
My Portfolio By Geography:
China 🇨🇳:
$BABA
$TCEHY
$NTES
$JD
France 🇫🇷 :
$FDJ.PA
USA 🇺🇸:
$FIVE
$ASO
United Kingdom 🇬🇧:
$JD.L
$FUTR.L
$ALPH.L
$BME.L
$IGG.L
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My portfolio actually has so much potential to obliterate the index in the long run. I just need to not do anything stupid like capitulate and sell it because it’s not getting instant result.
$BABA $GCT $TCEHY $JD $FUTR.L $WIX.L $DOCS.L $AAF.L $IGG.L $ASO $WBD $HIBB
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The road to 1k has truly started. We have now hit 700 subscribers on the S-App. I will try my best to keep posting unique ideas for you all. 🙏🏾
$WIX.L, $IGG.L, $AAF.L , $SDI.L , $SUP.L , $CBOX.L , $FUTR.L , $FDEV.L , $ASO , $WSM , $GCT , $NCK.AX , $BABA , $JD , $TCEHY
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I have established this many times. We will absolutely NOT change the way we invest to conform with the latest market fad. We would rather underperform for a sustain period of time than risk getting clobbered in a really bad market. Our businesses we own are still executing
Everyday more and more weak minds are abandoning valuation. We are in the momentum bubble and valuations bros always get the last laugh
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🚨Portfolio Update Time🚨
🆕 Undisclosed Position
➕Increased Position:
$FUTR.L
Current Holdings:
$BABA $TCEHY $IGG.L $FUTR.L $JD $ASO $DOCS.L $WIX.L $FDEV.L $AAF.L $WBD $HIBB and Undisclosed Position.
Follow my instagram: investingwithwes
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Some people on this platform need their sell button on their brokerage account disabled. Far too many folks are too active with their portfolio instead of leaving stuff alone. Now I know why the average holding period is 6 months.
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As of 1:53pm(Uk time) on 19/03/2024) I no longer own $GCT. I sold my entire position at a 250% gain in 7 months. After yesterday the position became really uncomfortable to hold due the current company filings and insider selling. I’m now sitting in 28% cash.
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I laugh when I hear people say it’s time to switch from “growth stocks” to value stocks.” Like what does that even mean?🤦🏽♂️
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It’s crazy to me how $SDI.L was
#fintwit
favourite at ATH but as soon as the company touches the lowest price it has been in a while everyone starts overthinking the situation and overanalysing. These so call new “problems” were there when the stock was at ATH.
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This is the return of all my newsletter write up based on when I published each one.
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My current average is now $103. I’m still looking to bring my average down into double digits.
$BABA
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A name I pitched to a few folks but unfortunately not many took me up on the offer. $WSM is probably one of the best speciality retailer out there. Laura Alber is doing a fantastic job at the wheels.
$WSM has just been relentless this year.
Especially in the month of November 📈📈
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🚨Portfolio Update Time🚨
➕Increased Position:
$GCT $AAF.L $JD $TCEHY $BABA
❌ Sold my position in $FDEV.L
Current Holdings:
$BABA $GCT $TCEHY $JD $FUTR.L $WIX.L $DOCS.L $AAF.L $IGG.L $ASO $WBD $HIBB
Follow my instagram: investingwithwes
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Let’s be real the average investor on this platform doesn’t know anything about pharma. People just want to look smart in front of their peers. In investing you don’t get paid for having the most complex thesis. Stick to jumping over 1 ft bar and simple ideas that get handed to u
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UK Small Cap One-Page Stock Analysis:
Check out my one-page analysis on Watches Of Switzerland ( $WOSG.L )
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That’s because all the interesting ideas don’t get the attention they deserve. The only stocks that get attention are the ones that have a cult following and you can easily engagement farm. Unique ideas get shunned.
Is it just me, or are there less high quality threads on stock ideas as of late.
I've really not been enjoying my twitter time line as much as I used to.
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There are so many investors in this community that are spoken highly off and people take investing advice from them. Before you take investing advice from anyone in this community ask them for their 5 and 10 year track record. Most folks on here are better salesman than investor.
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My Portfolio By Market Cap
$BABA $GCT $TCEHY $DOCS.L $FUTR.L $HIBB $WIX.L $IGG.L $JD $ASO $AAF.L $FDEV.L $WBD
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🚨Portfolio Update Time🚨
➕Increased Position:
$BABA, $JD, $WBD, $IGG.L
Reduced My Position In:
🔻 $META
Sold:
❌ $MBC
Current Holdings:
$BABA $META $TCEHY $DOCS.L $JD $AAF.L $FUTR.L $IGG.L $FDEV.L $WBD $ASO $HIBB $WIX.L
Follow my instagram: investingwithwes
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UK Micro Cap One-Page Stock Analysis:
Check out my one page analysis on Calnex Solutions ( $CLX.L )
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$ULTA is not that cheap. If you think they can maintain market share, grow 6% and be successful in their overseas expansion then it’s probably a buy but as a conservative investor who invest with a MOS I don’t want to play that game. If it gets to under $300 I will have a look.
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🚨Portfolio Update Time🚨
🆕 $GCT
➕Increased Position:
$GCT
Current Holdings:
$BABA $TCEHY $FUTR.L $JD $DOCS.L $IGG.L $WIX.L $ASO $GCT $FDEV.L $AAF.L $HIBB $WBD
Follow my instagram: investingwithwes
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If you ask any investor under 30 what their portfolio is they will say $AMZN, $TSLA , $AAPL , $NVDA and all these hyped up US tech companies. Everyone is buying the same stuff and it’s not sustainable.
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🚨Portfolio Update Time🚨
🆕New Position:
$FDEV.L and $FUTR.L
➕Increased Position:
$AAF.L
Current Holdings:
$META $BABA $TCEHY $MBC $AAF.L $HIBB $ASO $WBD $WIX.L $DOCS.L $JD $FUTR.L $FDEV.L $SRG
Follow my instagram: investingwithwes
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My currently portfolio holding time
$BABA $TEP.PA $NTES $TCEHY $FUTR.L $FDJ.PA $ALPH.L $JD.L $BME.L $AAF.L $ASO $JD $IGG.L
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2
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🚨Stock Pitch Time🚨
Check out my write up on Alibaba- $BABA.
Link below👇🏾
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Index fund investors who love to parrot that it’s impossible to beat the market because the pros can’t beat it really need to understand the context behind that saying. You have different structural edges compared to the pros and giving up before trying is disgraceful.
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My write up on $TCEHY I did earlier this month. It’s worth the read to understand all the moving parts.
🚨Stock Pitch Time🚨
Check out my write up on Tencent Holdings- $TCEHY.
Link below👇🏾
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My Current Holdings And Their Returns.
$GCT $BABA $JD $FUTR.L $DOCS.L $NTES $ASO $TCEHY $WIX.L $HIBB $AAF.L $IGG.L
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🚨Transparency Is Key🚨
It’s now been 2 years since I have been a value investor. My current performance is below:
$BABA $TCEHY $IGG.L $FUTR.L $JD $ASO $DOCS.L $WIX.L $FDEV.L $AAF.L $WBD $HIBB
The tags are the companies I own. Currently heavily concentrated in China and UK.
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Warren Buffett was right when he said there is still stupidity in the market. As long as there is stupidity in the market value investor will always profit from it. We’re seeing that right now with $NVDA. At some point the fundamentals will matter. Greater fool don’t last forever
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