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Fund Manager. Family Office - WHITEFRIARS. UK multi-cap equities, global equity income and direct real estate. Responsible & Sustainable investment.

London, England
Joined August 2010
Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)Photo by Ketan Patel, CFA (@Kethical)
Gail Russell
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Peter Lynch said: "Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." Here are 6 stocks near their all time high you don't want to sell 👇🏻 1/6 Coca-Cola $KO 🟢 Only 1.8% below its all time high! +37% this year
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One Up On Wall Street by Peter Lynch
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“A few good ideas is all you need. And when you find the few you have to act aggressively. That’s the Munger system.” — Charlie Munger
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Marco van Basten ERA INSANO! 😍🇳🇱 Nostálgico!
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Sophie Marceau
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“The real key to making money in stocks is not to get scared out of them.” – Peter Lynch
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The Only 12 Men Who Walked on the Moon
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The S&P 500 needs to rip in the next 8 weeks to hit Goldman's 8000 target
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Coca-Cola schlägt 2026 alle Magnificent 7 (+38% YTD) – doch das aktuelle KGV von 28 für einen Konsumgüterkonzern wirft Fragen auf. 🥤📈 Wachstum vs. Bewertung: Coca-Cola wächst stabil mit 5–8% EPS-p.a., wird aber mit einem PEG von über 3,5 gehandelt. Tech-Riesen wie Alphabet oder Meta bieten bei niedrigeren KGVs deutlich höheres Wachstum. Ein KGV von 28 ist für ein Konsumgüter-Unternehmen schon extrem hoch. • PEG-Ratio > 3,5 (teuer) • Alphabet & Meta billiger bewertet • Nur 5–8 % EPS-Wachstum Qualität? Ja. Bewertung? Gerechtfertigt?!
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Visa $V processed over 281 BILLION transactions in FY2026. CME Group $CME generated $5.3 BILLION in clearing and transaction fees in 2025. Neither company needs to own the products flowing through its network. These are the stock market's tollbooth businesses. Here are 12 worth knowing. 🧵
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Dejan Savicevic was such a brilliant footballer...
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#HappyWeekend 🙋👍🏁
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А young Lynda Carter 1972
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TRANSMEDICS $TMDX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $203.0M (Est. $178M) 🟢; +41% YoY 🔹 EPS: $0.46 (Est. $0.29) 🟢; -30% YoY Raises FY26 Guide: 🔹 Revenue: $764M-$774M (Est. $744M) 🟢 Segment Net Revenue: 🔹 Product: $113.4M; +29% YoY 🔹 Service: $89.6M; +60% YoY Announcements: 🔹 ENHANCE Heart: FDA protocol allows 90 additional patients 🔹 EU Expansion: First European transplant logistics tender in Italy Other Q3 Metrics: 🔹 Gross Margin: 58.5%; -30 bps YoY 🔹 Organic Revenue Growth: 35% 🔹 Cash: $493.0M Comments: 🔸 “The third quarter of 2026 was the strongest in TransMedics' history, with record revenue and record case volume.” 🔸 “We enter 2027 with strong momentum and a robust set of growth catalysts.”
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Gene Tierney #GeneTierney
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Gene Tierney
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CLOUDFLARE $NET JUST REPORTED Q3 EARNINGS - Revenue: $782.5M, beating expectations of $739M 🟢 - Adj EPS: $0.38, beating expectations of $0.34 🟢 Q4 Guidance: - Revenue: $845M-$846M, above expectations of $798M 🟢 - Adj EPS: $0.43, above expectations of $0.38 🟢 - Non-GAAP Operating Income: $156M-$157M FY26 Guidance: - Revenue: $2.96B-$2.96B, above expectations of $2.87B 🟢 - Adj EPS: $1.35, above expectations of $1.28 🟢 - Non-GAAP Operating Income: $462M-$463M Key Updates: - Annualized Revenue: Crossed $3B
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Red Star Belgrade lifting the European Cup, 1991.
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