Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments

Welwyn Garden City, England
Joined July 2011
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.
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Lewis Robinson retweeted
Appropriate that Greenspan dies at par
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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…
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Lewis Robinson retweeted
when she asks how the portfolio is doing
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Lewis Robinson retweeted
1/ $RFX.L #RFX #Ramsdens H1'26 has delivered a historic performance with Profit Before Tax (EBT) reaching 16.7m (+173%). This 6-month profit already exceeds the result for the entire FY'2025 (16.2m)
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Lewis Robinson retweeted
Anthropic
@AnthropicAIFeb 23
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.
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Lewis Robinson retweeted
Lots of people puzzled by what Trump's up to but it'll all become clear when he takes Kamchatka
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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…
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laughed out loud
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Lewis Robinson retweeted
Even if you never buy a commodity stock in yr life, this three min clip still offers some fantastic investing perspective...
The main way to make life changing money in stocks. "Finding big deposits in commodities that were out of favour when nobody cared, and backing up the truck and then hanging on for dear life".
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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
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My entire fucking Twitter feed this weekend:
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Feels like a nice market to be buying in. Poor liquidity, so you're getting sizable price movements being dictated by flows & very short term concerns. The fact most people will call you an idiot is perhaps the surest tell
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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:
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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.
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Lewis Robinson retweeted
Love it on here ngl
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Lewis Robinson retweeted
Just shared my thoughts on Macfarlane's FY23 after yesterdays call. Link in bio ✌️. $MACF.L #MACF $MACF
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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.
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