Alex
@DeGrooteMedia
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TMT and crypto analyst+investor. Rural life up North, with a bit of globetrotting. Musings on Biz, TMT, markets. Personal views
Europe
Joined November 2017
Investor + analyst. M&A advisory. 25 years prof experience. Focussed mainly -but not exclusively- on Tech, Media, Internet sectors. Based in UK. Sharing content from pods, blogs and investment research on all asset classes, some of which I produce. Mainly business-related. DYOR.
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MSCI Europe ex-UK Index is the only major equity index with a 12-month forward P/E ratio currently below its start-2022 level. European multiples are currently 35% lower than in the US, close to all-time wides, chart @JPMorganAM
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➡️🇬🇧 British heading for the exit door in 2024/25
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"It's a very global war for talent." British venture capitalist Harry Stebbings says CEOs will "continue to leave" the UK, telling @TomMackenzieTV the chancellor's budget was "bland" https://t.co/CgI6gPPt7T
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From April 2027, ISAs to be reformed to be made even more complicated - £12k in cash, £8k in investments, but over-65s excluded from cash cap (is this the Martin Lewis effect at work?)
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#KETL Sad to see Strix CEO depart. It's been a difficult few years for Strix, cutting the divi is also painful. Still lots of value there, if confidence is restored
#KETL H1 ✅ Billi & Consumer Goods on track; Controls lagging → PBT/EPS down 9.7% 💰 Net debt/EBITDA 2.5x - debt reduction plans in place 👤 CEO to step down by May ’26; successor search underway 📊 Fair value now 89p (vs 95p), still above current price https://t.co/Y6lTkzXC8C
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🔥Aerospace and defence has been in vogue 2024/25 for equity investors as defence budgets have ramped up on the back of wars, notably Russia/Ukraine. The industry includes a mix of manufacturers, suppliers, service providers and prime contractors which are big companies that
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💥hmm. Time to sell our RHM / Rheinmetall AG. 1468 EUR, more than doubled ytd Defence stocks will come under major pressure
BREAKING: Ukraine has agreed to the full terms of President Trump’s peace plan to end the war with Russia, per ABC News.
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Too right
FT Exclusive: The UK Treasury has asked banks to make public and prominent endorsements of the Budget this week, wanting lenders to praise new policies and show how they will boost lending to first-time buyers and small businesses. https://t.co/DZNzCLuabk
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All change at the Old Firm 🔥
🚨🆕 Rangers have sacked their CEO Patrick Stewart and their sporting director Kevin Thelwell. The American consortium that have taken over Rangers have clearly committed to financially backing the club in the quest for success, but were understandably unimpressed by those
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Quite. V worrying coming from the leader of an increasingly popular party. The populism of far left and far right have much in common. Pretending there are simple answers, no economic constraints, and always others to blame and others who will pay.
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NEW: Daily Mail have signed £500m deal to buy the Daily Telegraph with RedBird IMI The Rothermeres finally get the broadsheet they always craved
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Eg . ONS said central government spending was £3.7bn higher in October than a year ago – rising benefits payments because of higher than expected inflation, and pay increases for public servants
UK government current budget deficit tracking £15bn more than projected in March at £84bn ytd. Securonomics and the Oct 24 change to the UK fiscal rules was about boosting capital spending and balancing the current budget. The latter is tacking off in the wrong direction.
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BBC revenue ££ in parlous state if licence payers don't/ won't pay
BBC missing out on £1.1bn in licence fee revenue - because people won't answer their doors @theipaper
https://t.co/RWfG3tDnca
@theipaper
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#TNT getting absolute pelters for the quality of Ashes coverage. Not good 🏏🏏
✍️ 'Nice-but-dull pundits, intrusive graphics and lightweight hosting add up to a shoddy viewing experience' | Writes Alan Tyers Read the full column below 👇 https://t.co/i3D60R3zri
#Ashes2025
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Breaking: Sky Sports to show Europa League and Conference League from 2027
NEW: TNT Sports loses Champions League rights with Paramount+ poised to take the UK rights from 2027 - meaning another platform fans will need to subscribe to if they want to watch all club games. https://t.co/Js8qFkw8q7
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⚽️ TV rights change hands. Another streamer for the consumer to take on board, or not
NEW: TNT Sports loses Champions League rights with Paramount+ poised to take the UK rights from 2027 - meaning another platform fans will need to subscribe to if they want to watch all club games. https://t.co/Js8qFkw8q7
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Breaking: Burry is calling out the AI Flywheel Fraud “Every company below has suspicious fraud recognition”
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$NVDA 🏳With a market value of $4.5 tn Nvidia is bigger than the FTSE100 and also bigger than the entire German economy, it's 'too big to fail'. SO it's a very good thing Nvidia reports good numbers
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