Tom Richardson

Last week had lunch with CEO of Judo Bank, very informative time, brokers all reckon $JDO stock is cheap, PE is 12.5 & (sell side) UBS Mac Bank calling for 3-year EPS CAGR 30%+ $JDO $CBA $ANZ $WBC https://t.co/IujgvxyR11

I'm calling a manager swap - Ange to Brentford, Thomas Frank to Spurs, then next season Brentford finish miles above Spurs again https://t.co/oPLhGqmzqF

Did podcast with Vimal Gor on bonds, yield curve steepeners, #gold #bitcoin etc, Vimal is calling gold to $US5,000 and says bitcoin can reach $250k, says OBBBA will push everything up https://t.co/E66ENfzQzr

tbh, Spurs came 17th out of 20 in EPL, beat a Norwegian fishing town team to get to finals of Europa, beat Utd, then had a big parade to celebrate, before getting thumped 4-1 at home by Brighton on last day of season, still, good luck to Ange, hope he finds another job 👍

B. @InvertTheWing

I will be organising the BIGGEST protest Tottenham Hotspur has ever seen. I will be there myself. Stay tuned. Daniel Levy cannot continue at the club. Simple.

Apparently he put Timo Werner on £175k a week 🚨 So he made a few mistakes like anyone can, but seems a good guy and talented manager, so hopefully can find another job in English football 👍

Tottenham Hotspur @SpursOfficial

Following a review of performances and after significant reflection, the Club can announce that Ange Postecoglou has been relieved of his duties.

RT @GeoffWilsonWAM: @tommyr345 You’re a good man Tom 🙏 It’s very important we send a clear message to @AlboMP and @JEChalmers that taxing u…

Spoke to @GeoffWilsonWAM about his petition against the taxing of unrealised capital gains - Wilson says signatories are running circa 20-fold hotter than his 2019 petition against franking credit changes 🚨🚨 https://t.co/xbKjV8dQA6

RT @CramerTracker: Bill Ackman is currently writing the longest post in the history of the app

This proved prescient, if $TSLA loses tax credit, + all the other problems with sales, etc, stock could easily fall another 70%+

Tom Richardson. @tommyr345

Given Big Beautiful Bill (OBBBA) scraps $7,500 EV tax credit from 2026 & whacks Tesla, seems like Musk might feel a little short changed by Trump? $TSLA

$WISE chose to list on Nasdaq instead of ASX today, reckon it fetches way higher valuation in US, this could prove quite embarrassing for British investors' faculties as LSE loses its best fintech

Tom Richardson. @tommyr345

$WISE posts HY NPAT +55pc to £217m on market cap $7.9b, fintech trades around 15x profits, sky high margins, should list on ASX and get itself goosed to Nirvana like $PME $20b market cap :) https://t.co/v4ElFZy9Iu

$WISE shares +12% to record £12.13, just announced plans to delist from LSE in another big blow to British investors (Labour Party) & do primary listing in US, Wall Street will value this stock far higher imo, I suggested several times low LSE valuation could prompt it to list

Like I thought, Musk's blow up is likely all about the EV tax credits being removed, why would you work for three months for DOGE and expect nothing in return, btw this is a massive disaster for $TSLA so the stock is trading even further from reality imho

Ben Hunt @EpsilonTheory

It’s. About. The. Money. I know that I must have followers with a sell-side model that can tell us what the $7,500 EV tax credit was worth to Tesla last year. How bout it, peeps? https://t.co/0btmkmVCDP

Seems like Elon realised he picked the political side that didn't help his businesses, as suggested before surely fuming about the removal of the $7.5k tax credit for EVs in OBBBA, wouldn't have happened under Dems, reckon that was the quid pro quo he wanted for DOGE work

Elon Musk @elonmusk

I’m sorry, but I just can’t stand it anymore. This massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination. Shame on those who voted for it: you know you did wrong. You know it.

Good read, covered this with Livewire earlier, OBBBA set to override US/Australia Double Taxation Agreement as Oz will be designated DST and DPT & OBBA, inter alia hike withholding tax rates on US sourced dividends, strategists looking at, more to come https://t.co/lu4Jpa82N3

Bloomberg @business

A foreign tax provision in Trump’s massive fiscal package could trigger a 5% plunge in the dollar and send equities reeling if it takes effect, according to Allianz's chief investment officer https://t.co/bKHoAgffgK

Jarden analyst Tom Beadle, suggests Xero committed to ramping US investment despite complexities, challenges so far, & says $XRO may switch from Rule of 40 to Rule of X - "The ‘Rule of X’ applies a multiple to revenue growth (usually 2x-3x), which is added to free cash flow

Retail investors in US stocks to be hit with Trump tax hikes in Big Beautiful Bill (OBBA), witholding tax 15%>20% and up to 35% over 4 years https://t.co/lu4Jpa82N3

RT @alexrecouso: 🇬🇧 The recent capital gains tax increase in the UK was expected to bring additional tax revenue. Instead, high-net-worth…