Xavier MacDuff
@xvrmdf.bsky.social
Another compounder bro favourite "never sell" stock getting absolutely crushed.
January 29, 2026 at 1:56 PM
Another compounder bro favourite "never sell" stock getting absolutely crushed.
UBS are forecasting that Global Payments will generate $12.25bn of FCF in the 2026-28 period, equal to 58% of market cap, but someone only rate it "neutral", with a 12m price target of $93 (+25% upside). #$GPN
a woman with long brown hair is making a funny face with her finger in her hair
ALT: a woman with long brown hair is making a funny face with her finger in her hair
media.tenor.com
January 26, 2026 at 5:05 PM
UBS are forecasting that Global Payments will generate $12.25bn of FCF in the 2026-28 period, equal to 58% of market cap, but someone only rate it "neutral", with a 12m price target of $93 (+25% upside). #$GPN
Even the Guardian now recognises the £100,000 tax trap represents a serious problem.
On £100k and feeling hard-done-by? It seems absurd – but a cold truth lies beneath | Jason Okundaye
It comes to something when ‘Henrys’ in London worry about money, but that’s the reality of today’s wages and the cost of city living, says Jason Okundaye, a Guardian assistant opinion editor
www.theguardian.com
January 26, 2026 at 12:00 PM
Even the Guardian now recognises the £100,000 tax trap represents a serious problem.
Economic growth goes to where the transport connections are:
“You’ve got three motorways [M6, 56 and 62]; the west coast mainline; two railways east to west; the ship canal, and two airports."
“You’ve got three motorways [M6, 56 and 62]; the west coast mainline; two railways east to west; the ship canal, and two airports."
‘A southern economy in the north’: how Warrington has adapted to change
Good transport links and the quietly booming nuclear sector are helping the Cheshire town to thrive
www.theguardian.com
January 26, 2026 at 10:17 AM
Economic growth goes to where the transport connections are:
“You’ve got three motorways [M6, 56 and 62]; the west coast mainline; two railways east to west; the ship canal, and two airports."
“You’ve got three motorways [M6, 56 and 62]; the west coast mainline; two railways east to west; the ship canal, and two airports."
What's the best wine pairing for Haggis??
January 25, 2026 at 3:34 PM
What's the best wine pairing for Haggis??
Quite annoying. I bought Kitwave a year ago at 301p and management have just agreed a takeover at 295p.
I recently added UK smallcap food distribution firm Kitwave (KITW) to my PA portfolio.
See detailed write-up from Sohra Peak Capital Partners here:
See detailed write-up from Sohra Peak Capital Partners here:
sohrapeakcapital.com
January 22, 2026 at 11:21 AM
Quite annoying. I bought Kitwave a year ago at 301p and management have just agreed a takeover at 295p.
There are a crazy number of new hotel developments currently underway in Edinburgh.
The transformation into Venice continues at pace.
The transformation into Venice continues at pace.
Edinburgh Developments 2026: 20 hotels that will add over 3,500 rooms for visitors to the Capital
The 20 developments are set to add a total of 3,578 hotel rooms across Edinburgh.
www.scotsman.com
January 21, 2026 at 8:05 PM
There are a crazy number of new hotel developments currently underway in Edinburgh.
The transformation into Venice continues at pace.
The transformation into Venice continues at pace.
Brother-in-law (airline pilot) has just texted to ask if he should be buying some gold.
Make of that what you will.
Make of that what you will.
January 21, 2026 at 11:31 AM
Brother-in-law (airline pilot) has just texted to ask if he should be buying some gold.
Make of that what you will.
Make of that what you will.
Octopus & sea bream ceviche, followed by rib of pork with shitake and oyster mushrooms.
January 13, 2026 at 7:41 PM
Octopus & sea bream ceviche, followed by rib of pork with shitake and oyster mushrooms.
Lots of attention this week on the soggy performance of Nick Train and Terry Smith, but let's not ignore Baillie Gifford's Scottish Mortgage, which seems to have largely missed-out on the AI boom of the last few years.
January 11, 2026 at 1:37 PM
Lots of attention this week on the soggy performance of Nick Train and Terry Smith, but let's not ignore Baillie Gifford's Scottish Mortgage, which seems to have largely missed-out on the AI boom of the last few years.
I know I posted about this a lot, but the BBC/UK media is far too America-brained.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
January 8, 2026 at 10:39 PM
I know I posted about this a lot, but the BBC/UK media is far too America-brained.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
I just turned on BBC Newsnight and for the second night running they're leading on the ICE shooting in Minneapolis.
US domestic news shouldn't really be getting more than a quick mention.
Well, 2026 has started with a big "Buy AI supply chain" vs "sell enterprise software" trade!
January 2, 2026 at 9:07 PM
Well, 2026 has started with a big "Buy AI supply chain" vs "sell enterprise software" trade!
Reposted by Xavier MacDuff
It's possible to acknowlege how dysfuctional Starmer's reign is whilst also accepting most of media and social media is controlled by people who want a Reform government. It's not either/or.
January 1, 2026 at 4:00 PM
It's possible to acknowlege how dysfuctional Starmer's reign is whilst also accepting most of media and social media is controlled by people who want a Reform government. It's not either/or.
Great view of the game at Murrayfield today!
December 27, 2025 at 5:52 PM
Great view of the game at Murrayfield today!
There is a lot of doomerism about the UK, and I'm very guilty of it, so it is great to read a piece about the success of the country's technology sector:
Amid the economic gloom, the UK's tech firms give us a re...
With more unicorns, thoroughbreds and colts than most other European countries, Britain is a world leader in the sector, providing an opportunity that must be grasped
observer.co.uk
December 23, 2025 at 11:20 AM
There is a lot of doomerism about the UK, and I'm very guilty of it, so it is great to read a piece about the success of the country's technology sector:
I wonder how much of this is GLP-1s?
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
"Trump’s tariffs and cost of living pressures create glut of undrunk Scotch" (FT)
Diageo $DGE "had restricted production at some distilleries from 7 days a week to 5, while also pausing production at Teaninich Distillery ... Roseisle Maltings ... had also been paused"
www.ft.com/content/db41...
Diageo $DGE "had restricted production at some distilleries from 7 days a week to 5, while also pausing production at Teaninich Distillery ... Roseisle Maltings ... had also been paused"
www.ft.com/content/db41...
December 23, 2025 at 8:44 AM
I wonder how much of this is GLP-1s?
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
Scotch drinkers skew older and wealthier than average, pretty similar to the GLP-1 user base.
Bone-in shin of beef.
Because it's Christmas.
Because it's Christmas.
December 21, 2025 at 8:24 PM
Bone-in shin of beef.
Because it's Christmas.
Because it's Christmas.
BlueSky definitely has a lot of users who are trying very hard to pretend that the purple line isn't where this chart shows it is.
December 18, 2025 at 7:43 PM
BlueSky definitely has a lot of users who are trying very hard to pretend that the purple line isn't where this chart shows it is.
Reposted by Xavier MacDuff
If you’re shocked the president’s family would acquire a conglomerate spanning regime-adjacent media and a speculative energy project that needs a lot of state intervention to become viable (if it ever does), you don’t follow EM enough
December 18, 2025 at 12:35 PM
If you’re shocked the president’s family would acquire a conglomerate spanning regime-adjacent media and a speculative energy project that needs a lot of state intervention to become viable (if it ever does), you don’t follow EM enough
So today I sent some parcels (Christmas gifts) via Royal Mail and I'm absolutely amazed that the cost of free delivery and free returns hasn't bankrupted most of the eCommerce sector.
December 12, 2025 at 6:36 PM
So today I sent some parcels (Christmas gifts) via Royal Mail and I'm absolutely amazed that the cost of free delivery and free returns hasn't bankrupted most of the eCommerce sector.
You'll never guess how the police solved this mystery!
The Sycamore Gap Mystery
Who destroyed the Sycamore Gap tree? And why? Inside the police hunt to solve the mystery.
www.channel4.com
December 5, 2025 at 8:09 PM
You'll never guess how the police solved this mystery!
Many people are comparing the risk of the AI build-out to the fibre broadband build-out.
However, the latter was founded on the assumption that Internet traffic was doubling every 100 days. This turned out to be very wrong.
Who popularised that assumption?
WorldCom.
However, the latter was founded on the assumption that Internet traffic was doubling every 100 days. This turned out to be very wrong.
Who popularised that assumption?
WorldCom.
December 2, 2025 at 2:47 PM
Many people are comparing the risk of the AI build-out to the fibre broadband build-out.
However, the latter was founded on the assumption that Internet traffic was doubling every 100 days. This turned out to be very wrong.
Who popularised that assumption?
WorldCom.
However, the latter was founded on the assumption that Internet traffic was doubling every 100 days. This turned out to be very wrong.
Who popularised that assumption?
WorldCom.
I think this is one of the most important factors in the UK economy at the moment.
December 1, 2025 at 10:06 AM
I think this is one of the most important factors in the UK economy at the moment.
Happy Thanksgiving to all my followers in the United States!
Let's see your turkey pictures in the replies! 😋😋
Let's see your turkey pictures in the replies! 😋😋
November 27, 2025 at 10:01 PM
Happy Thanksgiving to all my followers in the United States!
Let's see your turkey pictures in the replies! 😋😋
Let's see your turkey pictures in the replies! 😋😋
So, lifting the 2-child benefit cap is not only an incredibly expensive policy, it also has net negative popularity.
Fiscally costly, and politically costly.
Fiscally costly, and politically costly.
Fascinating that the cash ISA limit is the most unpopular item in the budget. I would have thought it would be unpopular but not more so than e.g. freezing tax thresholds.
November 27, 2025 at 9:37 PM
So, lifting the 2-child benefit cap is not only an incredibly expensive policy, it also has net negative popularity.
Fiscally costly, and politically costly.
Fiscally costly, and politically costly.