This is the official Twitter account of MoneyWiseSmart. Get free in-depth analyses and valuations of great businesses to own for the long term (link below).bit.ly/FreeResearchSe… SingaporeJoined March 2014
There are massive opportunities in the underserved healthcare market in India. And Narayana Health/ Hrudayalaya, a world top quality healthcare group which owns a Guinness World Record is well positioned to ride on them. Check out our analysis below.
youtu.be/dny3s15XPbg
$IDXX IDEXX Laboratories had been a 483 bagger, compounding EPS at 18% in the past 1.5 decades, with high 40%-50% ROCE & retention rates close to 100%. Can it continue to ride on the growing companion animal industry & compound? youtube.com/watch?v=llb3xh…
$COST Costco is Charlie Munger's favourite stock, with a strong low cost turned scale economies shared moat unrivalled by the others (including $AMZN) supporting its high ROCE of >20%. Can it continue to compound well? youtube.com/watch?v=I6g0wt…
@SakuraResearch Wanted to send you our detailed analysis of all your points and hence asked for the email id. Would have helped you, but your choice. Couple of your points have some (minor) validity, but rest are not. We have no time to individually put them in tweets. Not good use of our time.
@SakuraResearch We have gone through each point and updated our subscribers. Your analysis is very superficial and you have not really understood a lot of details. We don't speculate on what the future is going to be. We focussed only on facts and realised that it is not worth our time
@SakuraResearch Takes a lot of deep-dive research and deep reading to qualify as an 'activist' if you would like to be taken seriously...but if you get the basic facts wrong, then you are just nuisance...distracting the company management from going about their business
@SakuraResearch Unfortunately you got most of your facts wrong. Here are couple of examples...
1. You talked of potential Goodwill impairment of GBP19M...the goodwill figure on their books (As per 2023 annual report) was ~ S$5.2...nowhere near your number
@SakuraResearch@SakuraResearch You accused Mujahid Mallik of being distracted by listing the companies in which he is involved. You did not even bother to check that these are all dormant companies...a 5 minute google search would have showed this to you
@SakuraResearch We went through your allegations on iFast in great detail and have analysed each point in detail. We discovered some fascinating insights. If it is of any interest to you, let me know your email id and I will send you the PDF with the detailed analysis
$WISE 'regulatory headwind' is now 'earnings tailwind', with it earning much more profits than planned.
We discuss Wise's business, growth trajectory, financials, moats, a critical view at how sustainable its earnings are, & how it affects its valuation.
bit.ly/3XThDWY
Despite brutal competition in automobile industry, 2 companies have compounded well over 30 years to become 300 baggers (not $TSLA)!
Will they continue to be winners? Read about the fascinating tale of Copart and Autozone here! $CPRT $AZO
moneywisesmart.com/tale-of-two-30…
By selling $Adyen options when the share price had crashed last August, and then buying them back methodically, we were able to enhance our returns on our capital (XIRR) by over 15% - 20%.
You can read our case study here: moneywisesmart.com/adyen-options-…
In 2024’s Berkshire Hathaway shareholders’ meeting, Buffett shared a profound story that left everyone with a warm glow (even after seven long hours of Q&A).
You can read about this story here…
moneywisesmart.com/berkshire-hath…
As of mid April 2024, Prosus’ market cap was ~USD 75b. However, it’s holding Tencent shares worth ~USD 89b.
Since most of Prosus’ value is in its holding of Tencent, let’s do a stocktake on Tencent’s latest financials and performance (up to 2023) here:
moneywisesmart.com/prosus-tencent…
Since April 2022, the SPX has gone up by 15.98% but our portfolio has grown by 57.13%. The green line represents the S&P 500 and the blue line represents us.
We’re holding a webinar to explain what helped us achieve this tomorrow @ 9PM SG time here: bit.ly/18thaprMRS
There are 4 types of businesses:
1. Good businesses which look good
2. Bad businesses which look bad
3. Good businesses which look bad
4. Bad businesses which look good
We know what to do with 1 or 2, but what about 3 and 4?
Discover the answer here: bit.ly/18thaprMRS
What an investor goes through in their journey:
From..
- Arrogance
- Ego
- Stupidity
- Delusion
- Error of Judgment
To…
- Self realisation
- Unlearning
- Proper process of researching
- Humility
- The right framework
And even more we’ll cover here: bit.ly/18thaprMRS
38K Followers 911 FollowingUtgå från att jag äger bolag som jag skriver regelbundet om. Utgå inte från att jag äger bolag jag nämner enstaka gånger. Inga blankningar.
584 Followers 5K Followingco-founder & CEO of CoinClash games @coin_clash & PayPangea. Loves marketing, technology, web3 & gaming but still tries to make sense of all of it together...
424 Followers 3K FollowingFinance enthusiast and macroeconomics expert with 10 years of financial experience. Specializing in inflation forecasts, interest rate predictions, and invest.
4K Followers 769 Following#Blog de #Inversiones #Chile tendencias macroeconómicas e ideas de #inversión #commodities y #tecnología con enfoque #valueinvesting y #contrarian en #acciones
290K Followers 661 FollowingFinding great companies early @MicroCapClub // @PlanetMicroCap // @IntelligentCM // Author of "Stock Picker" September 2026
38K Followers 911 FollowingUtgå från att jag äger bolag som jag skriver regelbundet om. Utgå inte från att jag äger bolag jag nämner enstaka gånger. Inga blankningar.
79K Followers 776 FollowingGrew my account to 80k in a year & Now helping creators, founders, and brands scale their email lists through high-converting email courses.
203 Followers 88 FollowingI help you make smarter investment decisions through actionable and simple-to-understand content | Subscribe to my newsletter ⬇️
544 Followers 449 Following100% Fiduciary Financial Advisor | Retired US Navy Submarine Officer | Guided 100s to financial peace of mind | Helping you avoid investing & life mistakes
1K Followers 1K FollowingBasking in the glory of my own illusions. #Bitcoin lightning ⚡️node runner, Investor, Entrepreneur, Cat Lover, and all that jazz.
tip me ⚡️ [email protected]
13K Followers 3 FollowingInvestment management company, founded in 2010 by Terry Smith. Account not for US persons. View social media notice: https://t.co/kdAm7JAa1f
163K Followers 208 FollowingFounder, ValueQuest Capital LLP | Professor @FLAMEUniversity | Personal views, not advice. SEBI disclosures ↓ https://t.co/uWiFy4ffEp
207K Followers 27 FollowingNY Times Best-Selling Author and Co-Chairman & Co-Founder of @Oaktree. Account run by Howard’s team. Disclosures: https://t.co/oy2o0BjJfn