✅ #HLMA discussed in the latest #TwinPetesInvesting podcast as a long-term winning investing compounder.
✅T/U Indicating strong 2nd-half progress consistent with upgraded guidance, positioning #Halma for its 23rd consecutive year of record adjusted profit
bsky.app/profile/1jam...
UK companies in the news:
#ABDP #ALFA #BPT #CCC #ENOG #FAN #FSJ #HLMA #HTWS #INF #MNG #OCI #OPT #OTB #PANR #RST #SHAW #STB #SVS #TCAP #TRN #VSVS
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🔥 #TWINPETESINVESTING #Podcast 174: Long-term winning investing compounders for every investor. #HLMA $WM #ROR #IMB #BATS #JDG #RTO #CAML #LSEG #Dividends #WarrenBuffett #PISCES #JustGiving Charity
www.youtube.com/watch?v=NG4i...
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podcasts.apple.com/gb/podcast/t...
#TWINPETESINVESTING PODCAST 174 NOW LIVE
Tune in to hear @conkers3.bsky.social and I on the hunt for long-term compounding winners including $WM. #ROR #HLMA #RTO #IMB #BATS and more!
Please remember to like, subscribe and comment 🙏
youtu.be/NG4iOeloG64?...
Feb 2026. Very slightly positive in Feb ⬆️0.3% and ⬇️2.7% Cal. YTD. ☀️☀️☀️: #HLMA, #SPX and #ULVR. 🐕🐕🐕:. #BVXP, #SGE and $ADBE. Top ups of #SMT, #FRIN and disposal of #MICC in Feb. Technical team have failed to create a chart this month, sorry about that.
Good luck everyone!
February Portfolio Update
Up 2.0% in February & up 2.5% YTD with 15 up, 10 down and 1 flat in Feb.
In Feb #HLMA tops the gainers due to AI safe harbour, #HERC benefits from recovery from CFO exit news.
Losers led by AI worries hitting #DOTD.L, #ELIX.L & #KNOS.L, while #MSI.L drifts further.
UK companies in the news today: #CKN #EWI #GLEN #HLMA #HRI #HUI #RICA #RIO #SBRY #SML #UTG
Head to our website for news and views on #EWI #GLEN #RIO #SBRY and more:
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In 2025 ☀️☀️☀️were #GAW, #IGG and #HLMA (#GAW, being a major contributor over the past two years). 🐕🐕🐕 this year were #BVXP, #GRG and #DGE. I still like all these companies and will continue holding.
Jan 24. Promising start to the year. ⬆️ 3.1% in Jan. Buys #WISE, #AJB, #GRG, #IWFQ, #CFSIBA mostly funded by selling some Fundsmith. Fundsmith has done particularly well this month! ☀️☀️ #SPX, #HLMA and #SMT, 🐕🐕 #GRG, #CFSIBA and $AAPL.
Happy New Year everyone, good investing! Curr port. below.
