Founder | Businessman | E-commerce | SEO | Writer | Stocks | Of the philosopher Scruton family line; small-c by disposition | Things you may want here ⬇️
Cheshire (UK) & Hong Kong.
Joined August 2009
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I’ve followed JW on this one. #IBZL.
🇧🇷 I've pounced on Brazil - Wish me luck! #IBZL
Quick snapshot on some of its holdings which I like:
💳 NU Holding:
This is the genuine growth engine in the portfolio. I wouldn't buy it for income, but for long-term growth. That's quite different from most of the other top holdings.
🏦 Itaú Unibanco:
Probably my favourite all-rounder here: profitable banking franchise, growth plus dividends, rather than being dependent on iron ore or oil.
⛏️ Vale:
Very cash-generative and capable of excellent dividends, but profits depend heavily on iron-ore prices and China. Vale distributed R$32.5bn in H1 2026.
🛢️ Petrobras:
Exceptionally profitable and potentially huge income. First-half 2026 net profit was around R$85.1bn. The reason I wouldn't give it 5 stars is the political/government-control risk and exposure to oil prices.
🍻 Ambev:
Less exciting, but financially very sound. I see this more as a quality + dividend company than a high-growth company. It announced roughly R$11.5bn of dividends in the late-2025 distribution wave.
Who else bought it this morning ?
I took a scoop of #ASHM today as @KevBuschhold did below. ExD in a week or so, 7%+ divi. You can sit on a stock like that in turbulent times, and even if the price stays flat, you’re earning about twice bank interest rates. A good, safe, defensive ISA stock that’s not subject to tech, AI and oil pressure. One you buy in your wife’s ISA and look at every few months.
I took a big scoop of $META today on the dip. I hold it indirectly via several funds for the long term, but like to dip in and out if there’s a tickle to be had. Always look at it with fresh eyes.
14% in a month on $META. I’ll take that. Sold! (Still holding it via funds for the long haul - this was an opportunistic side trade).
If you are troubled by the stream of threatening letters and door-knocking goons from #BBC #TVLicence, do this below. I’ve not paid the #TVtax for over a decade. ⬇️
It’s all rubbish. Do this and you’ll never hear from them again: real-deal-blog.com/how-to-st…
Stuart retweeted
I think the distinction here is that Kilmeade is talking about a potential negotiated “peace deal”, but it’s not clear if that’s what Zelensky actually means when he responds saying “right now we have to freeze”. I haven’t seen the full clip in context.
If he’s still just talking about a temporary freeze, that could be a non-starter for Russia. That’s what they’ve been signaling so far anyway.
That might be worth a buy in the morning. #Carrefour.
Oversimplified, but it seems broadly correct if it actually happens. Russian media reports this too. Let’s hope the #Ukraine conflict is coming to a close. If so, Trump will claim to be the peacemaker. Russia will have achieved their objectives (as they were always going to), Ukraine will finally get elections and #Zelensky will flee with his stolen millions.
Never leave enough money in #Fintech “banks” that you can’t afford to have frozen for a month or six. This kind of thing happens often with #Revolut, Wise, #Monzo et al. They absolutely have their uses, often great for FX, but don’t keep any serious amounts there.
Revolut claims my account is restricted “solely to protect” me.
Protect me from WHAT?
You stopped me from adding to my $MSTR position, causing me financial losses and leaving me struggling to access my own money.
I’m literally surviving on meal deals while nearly $28,000 sits in a restricted account.
Is this what you call PROTECTION?
Do I not have the right to access my own money? Do I not deserve basic financial freedom?
@Revolut, I don’t need you to protect me from my own money. I need you to GIVE ME ACCESS TO IT.
How is destroying someone’s financial stability supposed to protect them?
