Lewis Robinson retweeted
UK investors know how to find someone else to blame. Blame the government, blame the market, blame the board. It's always someone else's fault. No. The market is on its knees and we can't have nice things because we don't show any interest. A UK listing is a sin tax on capital.
Lewis Robinson retweeted
“What’s my approval rating?”
- It’s bad Mr Prime Minister. It’s -43. It’s…it’s in the mud.
“Could it get lower?”
- I mean anything COULD happen but realistically-
“Kill the ponies.”
- Wha-
“The ponies. The cute little ponies. Kill them.”
- Sir, they’re endangered
“Fuck ‘em. Make the call.”
Exclusive from @oliver_wright
Dartmoor ponies could be subject to mass culling to reduce the impact on biodiversity after a controversial ruling by the government’s environmental quango
Natural England has demanded that all livestock grazing on the moor is reduced by about 75 per cent to protect other habitats, plants and species
The move looks set to result in the culling of up to nine in ten of the semi-wild ponies as farmers prioritise their own cattle and sheep to remain within Natural England’s limit to minimise the impact on their own livelihoods
Natural England argued that the move was necessary to protect the diversity of Dartmoor, which is a designated site of special scientific interest
However, the plan goes against a government commissioned review into the future of Dartmoor, published two years ago, which concluded that Natural England “should not take actions likely to result in a reduction in pony numbers”, adding they were “invaluable for conservation grazing”
The move has led to claims that the quango is acting as judge, jury and executioner of the ponies — a species which is itself seen as endangered
Dartmoor ponies could be put to death under biodiversity plans
thetimes.com/article/ba529f3…
Lewis Robinson retweeted
Anthropic@AnthropicAIFeb 23🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
We’ve identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and MiniMax.
These labs created over 24,000 fraudulent accounts and generated over 16 million exchanges with Claude, extracting its capabilities to train and improve their own models.
Lewis Robinson retweeted
Lots of people puzzled by what Trump's up to but it'll all become clear when he takes Kamchatka
Lewis Robinson retweeted
Excellent retirement planning advice here
(For UK residents)
This one was fun to write. Reverse engineering uk tax code for someone living off post tax savings.
open.substack.com/pub/theton…
Lewis Robinson retweeted
Even if you never buy a commodity stock in yr life, this three min clip still offers some fantastic investing perspective...
Lewis Robinson retweeted
Imagine starting one of the UK's most successful housebuilding firms as a result of a civil engineering slowdown!
Loads of land with outline planning and max 6 weeks to start on site - the UK should get back to this
Lewis Robinson retweeted
My Wiki Man this week:
spectator.co.uk/article/bewa…
Lewis Robinson retweeted
I’ve been at @Jefferies for 34 years and like many other companies, our shares are currently at an all-time high. Here are 10 of my observations about this that might differ from what you might expect:
Lewis Robinson retweeted
In 2007 , David Einhorn announced Lehman as a short at the Value Investors Conference
Here is his communication with Erin Callan , the then CFO at Lehman.
Lewis Robinson retweeted
Just avoid net share issuance.
Buying microcaps with neg. share issuance (NegNI), meaning buybacks, or no change in shares (ZeroNI) outperformed the cap-weighted market (Market_US) and mid-beta microcaps (BETA3).
The microcaps with the highest 20% issuance (NI5) did terribly.







































