D invests 🏴 🦥
@DRGinvests
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Self taught investor in search of high QUALITY companies at the right price. 🚨 Tweets are my OWN opinions & NOT financial advice 🚨
Joined April 2022
Portfolio Update October 2025 Full description on Substack. Further activity has been made since 01-11-2025. This will be updated in November. $GRG.L $UNH $ADYEN $TMO $GOOGL $AMZN $ROP $AHT $DLTR $DG $EW $WST $KHC $BME $BRK.B
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Imho there are small pockets of attractive price to value in the market, but overall the market still feels unattractive right now. People joke about Michael Burry when he says he does not understand the market, yet what he really means is that he cannot find value at prices that
MICHEAL BURRY IS CLOSING DOWN HIS HEDGE FUND SAYING HE DOES NOT UNDERSTAND TODAY’S MARKET. 🤯
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Lessons from the Titans is about what new companies can learn from industrial giants. Book summary with some very practical and industry-specific ideas: General Electric (Jack Welch): - "Fix it, close it, or sell it" - Cut layers of management and push decision-making down
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Market euphoria scares me. Too many ATH posts recently 📈. It’s making investing look too easy 👀
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September portfolio update published. Link in Bio. $UNH $GRG.L $ERF.PA $TMO $ADYEN $GOOGL $AHT.L $DG $AMZN $DLTR $EW $WST $KHC $BRK.B $MTD $NVO
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Greggs hitting new lows today. I only look at stock prices as opportunities, business performance however is a different story. Greggs over the last 10 years have been executing. This is what matters. Dis : Long $GRG.L
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West Pharma competitive advantage right here $WST - Spec’d into the product though the drug master file. - Products are low cost to the customer - West reputation and high quality products - Able to produce at scale.
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August portfolio snapshot. Details link in bio. $UNH $GRG.L $ERF.PA $TMO $AHT.L $ADYEN $DLTR $DG $MTD $AMZN $GOOGL $EW $NVO $WST $BRK.B
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Are we really surprised?
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We can all create this portfolio when valuations aren’t considered.
Everyone going on about Buffett and Burry buying into $UNH Meanwhile, I'm more impressed by this.
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$UNH bag holder? Ok 🥴🫣😎 Not many obvious investments come at you in a given year. Looking at the earning power and huge moat UNH possesses it looked like a no brained sub $300 in my opinion. Ones calling $UNH bag holders are the ones who are buying over hyped quality at 35x
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Giles Capital Weekly - Week 32 https://t.co/mfVwL79S0C Great write-ups & articles from: @SanjHA3
@thexcapitalist
@asiatechreview
@UnlearningCFA
@sixsigmaCaptal
@DRGInvests
@maiuspartners
@nwfcapital
@ReturnsJourney
@konichivalue
@Gracemzshao
@Quality_stocksA
@hiroki1379 +more!
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