Private investor focusing mostly on UK Growth Companies, ideal holding period, forever. Tweeting mostly around current positions I hold DYOR

Solihull, UK
Joined January 2012
HY2026 Portfolio update +16.9% (49% UK, 35% US, 11% Funds, 5% Cash). Top12 representing half the portfolio by value $MU #GDWN #VANQ $RKLB $PLTR #NAVF #COST #FCH #HDD #SSIT $NVDA $ASTS some recent winners, others have disappointed this half with another 38 making up the balance
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SEP26 YTD 18% Top positions $MU #COST #HDD $PLTR #FCH #RSW $RKLB #GDWN $NVDA $SITM #DFCH $AMZN #VLX #LINV #AVG plus another 30 positions including some funds. Goodwin & space sector have been a drag but more to come over the next six months.
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#HDD Hardide does it again with a first production order of a 2nd Gen version of its designed components, valued at $1.9m order whilst looking forward to supporting the customer for many years to come. With further orders to come, provides confidence of further significant growth
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#VLX predictably reported further upgrades, I missed topping up, target price not met on recent weakness. My recent buys are mostly focused on great companies that have reported beats which I expect to continue to see namely #RSW where next years estimates appear too low 1/2
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#RSW Renishaw should hit CY 182p EPS and then 225p+ for a reasonable PE of 22. #DSCV DisoverIE have also been reporting strong recent growth, business appears strong which should see further upside in estimates. Another name more in the bombed out quality is #MRO Melrose 2/2
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Mark Spooner retweeted
Activist: "Your cows are putting carbon into the atmosphere." Farmer: "Where did they get it?" Activist: "What?" Farmer: "The carbon. Where did the cow get it before it put it anywhere." Activist: "From... eating?" Farmer: "From eating grass. And where did the grass get it." Activist: "The soil?" Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from." Activist: "But it's still going into the atmosphere." Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it." Activist: "Then just don't have the cow." Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle." Activist: "It's not that simple." Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."
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Mark Spooner retweeted
$ENSI.LSE- a tiny UK chipmaker quietly embedding itself into some of the most important technology buildouts on the planet including $ASTS blue birds! 🧵
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Ed, when the wind don’t blow & the sun don’t shine we importing the most expensive electricity there is when everyone else wants it as we have tiny storage facilities and declining domestic production … we need fossil fuels for affordable energy independence #EdOut
'Those people who say new exploration licenses will somehow create huge amounts of energy for us... I mean, they're just wrong' Ed Miliband told ITV News that drilling for oil in the North Sea wouldn't bring down Britain's energy bills
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#VLX With revenue now expected to exceed $1.2 billion & margins above the top end of our target range of 9-10%, the scale and quality of our business has never been stronger. The Board will consider a move to main index. Capital Mk Day 22/4.
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Mark Spooner retweeted
The "Magazine Cover" indicator has fired Positioning is bearish, extreme fear, VIX is in retreat... We are getting close to the reversal. The beaten down AI + infrastructure software stocks are coiled springs. $NDX $SPX
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#LINV LENDinvest, a lending platform for other businesses to connect to property borrowers is significantly undervalued, last accounts £72.7m net sssets vs £50m MCap. Profitable, growing fast CY PE 21 falling to 10 - interview with CEO below research.panmureliberum.com/…
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2025 Portfolio Return 30.6% 😃 from a mix of UK & US positions. Top 15 $PLTR #VANQ $RKLB #CNC #GDWN #LINV #FCH #COST #CPI $AMZN $NVDA #DFCH #OXB $CIFR #YCA followed by another 30+ positions (mostly not significant one way or other) and a handful of funds. Happy New Year
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#EYE Eagle Eye performing with a regional US grocers signing up for the AI solution for vouchers & rewards … note Rockwood are on board now … while the forward PE is forecast to fall to 25 with the product built into a new OEM expected to start selling through them shortly
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#LINV LENDinvest very strong interims with brokers pushing up CY and next 2 years EPS numbers. PE ratio tumbling whilst net assets well above SP.
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Q3 YTD 2025 26%⬆️ Largest twelve positions $PLTR #VANQ #CNC #FCH #LINV #COST $AMZN $RKLB #OXB #DFCH #CPI $NET UK stocks making up 52% of the portfolio followed by American 35% & funds 13% Best of luck to everyone for Q4
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Looking forward to listening to it tomorrow Leon
Here a link to an interview I just did with Ato Jay of the Savvy Wallet Podcast. Available on YouTube, Spotify and Apple Podcast. I talk about my 32 year + investing journey and how I became an ISA millionaire. youtu.be/mufcv88NvI4 open.spotify.com/episode/2In… podcasts.apple.com/gb/podcas…
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Doctors' pay demands aren't just unaffordable, they're undeserved - City AM. Misleading comparisons to inflation-busting pre-fin crisis, incorrect inflation rate to come up with a 29% claim on top of their 22% rise last year - taking the country for a fool apple.news/A1EXY5n6USIK5Ue_Z…
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Gemini gives rough guides and talks about unsociable hours, 37% uplift in hourly rate, 15% weekends, on call at the hospital, normal rate for that time of day whether working or not, on call away from hospital an allowance rather than extra hours. Rough numbers, not cactus
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