The second part in the series of Building a Compounding Machine thecompoundingmachine.substack.com/p/adding-sat...

NEW ARTICLE: November’s Share Watch shareknowledge.blog/2025/11/29/o...

New Substack: Laying Global Foundations - Building a Compounding Machine: Part One thecompoundingmachine.substack.com/p/laying-glo...

New substack post 👇 thecompoundingmachine.substack.com/p/the-cheat-...

I started a new substack thecompoundingmachine.substack.com

NEW: I’m developing a new podcast idea called Market Eye. It is a summary of the key weekly news driving markets, a deeper dive into selected companies (usually those with earnings releases) and a summary of key news expected in the week ahead. youtu.be/5l1GyqVwZhI

Here at Alphaville we like writing about weird, surprisingly big or influential-in-an-interesting-way companies, eg Valve www.ft.com/content/f4a1... or Games Workshop www.ft.com/content/3692.... But what other odd companies/industries deserve a deep dive? Open to ideas.

Published: My Share Watch article for August shareknowledge.blog/2025/08/30/t...

My Share Watch article for July shareknowledge.blog/2025/07/31/r...

I have published my Q2 portfolio review (excluding Monday as I am taking next week off) shareknowledge.blog/2025/06/27/b...

You've been kidnapped a character from the last tv show you watched is trying to rescue you who is coming to save you.

My Share Watch article for May shareknowledge.blog/2025/05/30/t...

Age yourself with a movie you saw in the cinema

My Share Watch article for April shareknowledge.blog/2025/04/30/s...

My Portfolio Review for Q1 shareknowledge.blog/2025/03/31/t...

Share Watch for February shareknowledge.blog/2025/02/28/s...

New Diary Note: The Boy Who Cried Wolf shareknowledge.blog/2025/02/20/t...

Share Watch - January 2025 featuring #GAW #GAMA #IGG #FOUR #FNX #PAY #TPFG and introducing Screen of the Month which is a new feature for 2025 shareknowledge.blog/2025/01/31/s...

My annual portfolio review shareknowledge.blog/2024/12/31/t...

💯

MGM were a client of mine once and at the time were the UK’s oldest registered company (number 6) but were dissolved in 2018 after being acquired in 2015 en.wikipedia.org/wiki/The_Mar...

Without downloading any new pics, where are you at mentally?

I have pre-launched a new section of my site, The Compounding Machine. Feedback is welcome shareknowledge.blog/the-compound...

This month’s Share Watch looking at company news and some ramblings shareknowledge.blog/2024/11/29/s...

I have lots of new followers overnight following a post at the other place. Thank you and welcome. If you’d like a follow back please fill in your profile to let me know you’re into investing or something else interesting like how to sell orphan bananas 🤣🤣 bsky.app/profile/i-me...

This month’s Share Watch article contains a bit of a rant about the budget. Normal service will be resumed next month shareknowledge.blog/2024/10/31/s...

A dumb question for all you social media gurus. Where do you get your memes from?

💯 This should be high on your roadmap @bsky.app

I think yesterday’s share price reaction to the #MONY.L trading update was an overdone. It is a high quality business, growing, cheap and paying a significant dividend 👇

#XPS.L YoY revenue growth of 23% with full year expected to be ahead of expectations despite tough comparatives

My quarterly portfolio review and Share Watch for September shareknowledge.blog/2024/09/30/a...

#FNX.L Another set of outstanding results

#W7L.L “…lots of built-in growth for the next few years” www.directorstalkinterviews.com/warpaint-lon...

#TPFG.L a 30% increase in interim dividend and full year to be “at least in line with expectations”

#GAMA.L solid interims

Just picked this up courtesy of Monevator on X. It’s an industry report on what’s required for the UK to build world class capital markets of the future. capitalmarketsindustrytaskforce.com/wp-content/u...

My Share Watch article for August shareknowledge.blog/2024/09/02/s...

Here is the #CTPE.L presentation from yesterday. These interims “feel” like things are turning up with more realisations in the pipeline youtu.be/4jhhKmn68y8?...

Happy Friday everyone. I have lots of new followers this week but many without profile info. If you would like a follow back please reply to this post confirming you are here for investment chat. Thx

some have been trying various ticker arrangements to get more specific results. #TICKER.L works. New platform = opportunity

My half year portfolio review shareknowledge.blog/2024/06/29/a...