Month: April 2019

April 30, 2019

Henry Viola-Heir Follow

Live in #London but born in #Nottingham. I write about my journey #Investing in #Stocks.

Retweet on Twitter Henry Viola-Heir Retweeted

Lewis Robinson @expectingvalue ·

23h

Typically assured update from #SUS. Growth faster than I had expected, collections remaining very strong. Certainly becoming more cautious in their tone, though, which makes sense given the market mood music

https://www.londonstockexchange.com/news-article/SUS/trading-statement/15748891

Reply on Twitter 1600754240456388608 Retweet on Twitter 1600754240456388608 3 Like on Twitter 1600754240456388608 16 Twitter 1600754240456388608

Henry Viola-Heir @htviola ·

6 Dec

Free cashflow is super important for the future of a business - without it, managers are forced to take on more debt or dilute shareholders to continue operations.

Reply on Twitter 1600092689936121856 Retweet on Twitter 1600092689936121856 Like on Twitter 1600092689936121856 5 Twitter 1600092689936121856

Henry Viola-Heir @htviola ·

6 Dec

This makes for some stark reading - astonishing that our debt to GDP ratio is now over 100%. Perhaps pausing before panic spending a few hundred billion pounds on COVID and index linking a quarter of our gilt issuance would have been a good idea...

Josephine Cumbo @JosephineCumbo

‘Who is going to buy?’ UK set to unleash historic debt deluge https://www.ft.com/content/6446220c-41e8-4937-9860-8d075d297aa8

Reply on Twitter 1600053363197980672 Retweet on Twitter 1600053363197980672 1 Like on Twitter 1600053363197980672 4 Twitter 1600053363197980672

Retweet on Twitter Henry Viola-Heir Retweeted

John Stepek @john_stepek ·

5 Dec

Has the "long duration" bubble (AKA the bullsh*t bubble) fully deflated? Is the US dollar's relentless squeeze on global markets over in time for a Santa rally? Have markets finally forgiven the UK its mini-budget trespasses? Let's see what the charts say https://www.bloomberg.com/news/newsletters/2022-12-05/five-key-charts-to-watch-commodities-fly-dollar-slides

Reply on Twitter 1599767934603239424 Retweet on Twitter 1599767934603239424 1 Like on Twitter 1599767934603239424 1 Twitter 1599767934603239424

Henry Viola-Heir @htviola ·

5 Dec

I'm not sure about any other stakeholders but as an investor I can't say he's been fantastic. It will be interesting to see what the next CEO does with the dividend though!

Financial Times @FT

Vodafone chief executive Nick Read to step down this month https://on.ft.com/3VwaEz9

Reply on Twitter 1599682095592271874 Retweet on Twitter 1599682095592271874 Like on Twitter 1599682095592271874 Twitter 1599682095592271874

Month: April 2019

Diversification or Diworsification?