Contact

Lewis Robinson

Twitter

Writing with an investing and business focus

Twitter

Lewis RobinsonFollow

Lewis Robinson @ExpectingValue·

5h

The replies to tweets tell you a lot about the holders

Leon Boros@Boros10

#Novacyt share price looking over heated. #Winterplex is important but not unique. Long term success is not guaranteed once Covid fades. The shares have quadrupled in little more than a month. Irrational pessimism replaced by irrational exuberance. Still holding but much reduced

Reply on Twitter 1320723364948922368 Retweet on Twitter 1320723364948922368 Like on Twitter 132072336494892236811 Twitter 1320723364948922368

Retweet on Twitter Lewis Robinson Retweeted

Macro Charts @MacroCharts·

8h

Equity Flows.

Updating this stunning chart from DB:

(1) Tech keeps getting non-stop record flows. Nearly $50Bn YTD.

(2) Incredible how there's *still* so little net buying in 8 key Sectors – a winner-take-all market driven by extreme investor preferences.

Reply on Twitter 1320681579279241216 Retweet on Twitter 1320681579279241216109 Like on Twitter 1320681579279241216376 Twitter 1320681579279241216

Lewis Robinson @ExpectingValue·

9h

ADVFN results:

"ADVFN is a technically challenging site... This is both a significant cost but also a wide defensive moat and barrier to entry to our business. It is a hugely complicated and expensive service to provide"

Reply on Twitter 1320664976017760258 Retweet on Twitter 1320664976017760258 Like on Twitter 132066497601776025811 Twitter 1320664976017760258

Lewis Robinson @ExpectingValue·

10h

Fascinating to see they didn't get a relatively small investment trust IPO off... Institutions don't want UK small caps

Rhomboid1@rhomboid1MF

Small Cap is where private investors have an edge...this news reinforces that 👇

Reply on Twitter 1320652384931110912 Retweet on Twitter 1320652384931110912 Like on Twitter 132065238493111091210 Twitter 1320652384931110912

Lewis Robinson @ExpectingValue·

23 Oct

Any investment rationale that ends with "they'll be acquired" is like a giant waving red flag

Reply on Twitter 1319580988599656450 Retweet on Twitter 1319580988599656450 Like on Twitter 131958098859965645013 Twitter 1319580988599656450

Powered by Verbosa & WordPress.

Nothing Found

No search results for:

Search for: