B. Humble @tom_grlla

I love you ... but you are not serious people. LDN Joined June 2009

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B. Humble @tom_grlla

4 hours ago

@capitalatrisk23 Interesting. Any thoughts on London? I suspect Marylebone will endure. Maybe Notting Hill & classic newer middle-class pockets like Queen's Park/London Fields. No idea about Docklands etc.

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B. Humble @tom_grlla

7 hours ago

@boujee_banker Depends what you're after, really. I think you might like @Larryjamieson_ - covers small amount of quality companies. @blondesnmoney does some decent write-ups too - both keep the gags to here & serious stuff over there. Both need payment.

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Ole @olensrud

a day ago

2026 in short

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B. Humble @tom_grlla

9 hours ago

@WaterworldCapi1 Unlike!

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B. Humble @tom_grlla

3 days ago

@dopamine_uptake @evfcfaddict Yep, I had a go at this & gave up - lovely idea, nice family, but don't think they are pressed to push the share price.

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B. Humble @tom_grlla

4 days ago

@kab604 OMG ME TOO!

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The Kobeissi Letter @KobeissiLetter

4 days ago

BREAKING: President Trump says Micron stock, $MU, went up “9 points” after the company announced a $250 million contribution to Trump Accounts.

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B. Humble @tom_grlla

4 days ago

@boujee_banker Congrats! But my portfolio has been mostly opposite! Was a turn yesterday in the Quality stuff, hoping it lasts, but I take your point - I already have a QQQ Put to Christmas, but if it gets to ATH probably tempted to add.

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B. Humble @tom_grlla

4 days ago

@ITinvestorUK Unfortunately I get a monthly reminder from LTI about how much their AUM has fallen!

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B. Humble @tom_grlla

4 days ago

@dopamine_uptake And last UK competitor recently knocked out. Maybe if I'd watched the Great Pottery Throwdown, I'd have more of a view... But think you need especially high conviction for anything illiquid.

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B. Humble @tom_grlla

4 days ago

@ITinvestorUK Will be fascinating. I mean, he's quite brazen, so will prob just style it out, but hard when you've stuck to guns for so long. AUM must have shrunk a lot now. I respect him & Lindsell for consistency, however one can also look to Keynes' 'When the facts change...'.

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B. Humble @tom_grlla

4 days ago

@ITinvestorUK Capitulation?!

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B. Humble @tom_grlla

5 days ago

@dopamine_uptake Oh my.

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B. Humble @tom_grlla

5 days ago

@LowAlphaHighVol I guess we'll never know, but if that recent spike was because of Substack (& seems reasonable), it really does make the market so crazy in terms of people blindly following.

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B. Humble @tom_grlla

5 days ago

@commbankerguy It's the Great Winfield's Kids' Market!

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B. Humble @tom_grlla

6 days ago

@ConvexityCowboy What is this insanity you have found?!

Train Dog Daily @TrainDogDaily

6 days ago

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B. Humble @tom_grlla

6 days ago

@Clownbuck Change in sentiment here is insane.

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B. Humble @tom_grlla

a week ago

@praxeologue Thanks. Been a tough decade for the Ruffers/CGTs/Troys.

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B. Humble @tom_grlla

a week ago

@rynokinsight Had a quick brush up on Seneca - agree - felt not high enough quality to justify the valuation at this point - was great opp a few years ago. My favourite is $LOTB.BR but v rarely cheap. Wonderful business & illiquid/expensive enough to keep out tourists.