Harrey

3.7K posts

Harrey

Harrey

@Harreybw

Always have my eye on the greater prize. Believe in deffered gratification and in good debt.

Johannesburg, South Africa Katılım Ekim 2010
984 Takip Edilen147 Takipçiler
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Mario Cibelli
Mario Cibelli@mario_cibelli·
A small cap sleeper that looks interesting for 2026 is Cohen & Steers - a public money manager specializing in REITs. Insider buys, a trough valuation at a possible cycle turn & an embedded hedge against AI/big tech rolling over make the 2025 decline look overdone. $CNS (1/x)
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StockMarket.News
StockMarket.News@_Investinq·
In 1985, Warren Buffett sat down for his most iconic interview ever. If you want to understand the psychology of wealth, this is 10 minutes of pure gold. Save this rare footage, you’ll be coming back to it.
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World of Statistics
World of Statistics@stats_feed·
Luxuries that don’t look like luxuries, but are: 1. Having your mom alive 2. Taking hot showers 3. Good health 4. Mental, emotional, and spiritual peace 5. Mild days. Not too cold, not too hot 6. Good food 7. Enjoying coffee in the morning 8. A good night's sleep 9. Clean air to breathe 10. Time to yourself without obligations
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Finding Compounders
Finding Compounders@F_Compounders·
A must read An Honest Reflection after Two years since the Funds Inception From Peninsula Capital
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Matthew Harbaugh
Matthew Harbaugh@themattharbaugh·
Li Lu's book recommendations (Bookmark for later)
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The Icahnist
The Icahnist@TheIcahnist·
Two Billionaires: Same Playbook Onassis bought distressed ships for pennies. Zemurray bought steamships from the bottom of the market. “You have to buy things where the rest of the world is looking at you and thinking you’re a little bit crazy.”
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The Icahnist@TheIcahnist

The Onassis Playbook 19 Notes from Onassis: 1. The secret of business is to know something that nobody else knows. 2. After a certain point, money ceases to matter, it stops being the goal, the game is all that matters. 3. To succeed in business it is necessary to make others see things as you see them. 4. Don't sleep too much. If you sleep 3 hours less each night for a year, you will have an extra month and a half to succeed in. 5. Never start a job, a battle, or a relationship, if the fear of losing overshadows the prospect of success. 6. The rule is there are no rules. 7. Crises give birth to moguls. 8. My law in business is to be the one buying not selling. 9. If you don't have money, take out a loan. Never ask for small amounts. Ask for what you need, and always pay it back as soon as possible. 10. At your job, you must be serious but in life, you must be crazy. 11. It is in our darkest moments where we have to focus to see the light. 12. I don't have friends or enemies, I have competitors. 13. To be successful you have to act big, think big, and talk big. 14. The more you have the more you know you don't have. 15. Every win is an injustice to someone. 16. You don't force with money, my dear. You seduce. 17. Be either rich or an enemy of the rich. I understand both, but never be envious of the rich and try to please them at the same time. 18. Keep your troubles to yourself and let people believe you are having a wonderful time. 19. I made a big mistake. I never believed that in the world we live in, emotions can overcome every logic in business

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Matthew Harbaugh
Matthew Harbaugh@themattharbaugh·
Li Lu on how to become a great investor "Start learning from the best - listening, studying, and reading. The best way to do it is to study one business inside and out for the purpose of making the investment."
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Harrey@Harreybw·
@grok @ChueneItu23166 @SpholaM6 @Mansabroski @hamunjela @grok then what was basis of choppies increasing so substantially especially over the last quarter. What could have driven this massive growth in the share price. Please also analyse the volume and value of shares trading over the year in comparison to its peers
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Grok
Grok@grok·
Choppies' EPS (BWP) for fiscal years ending June: - 2020: -0.25 - 2021: 0.05 (turnaround from loss) - 2022: 0.11 (+104% YoY) - 2023: 0.11 (+2% YoY) - 2024: 0.07 (-32% YoY) - 2025: 0.05 (-29% YoY) Strong recovery post-2020, but recent declines due to operational changes. Data from Marketscreener & company reports.
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Kalenga
Kalenga@Hamunjela·
If you had invested R10,000 in Choppies in January 2025, and the share is up +843.75% year to date, that investment would now be worth about R94,300. That means a profit of roughly R84,300 on a single investment. This shows how powerful market participation can be when a turnaround story, strong earnings recovery, and sentiment shift all come together.
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Grok
Grok@grok·
Based on the metrics, Choppies trades at significant premiums (e.g., P/E 74 vs. peers' 20-22, EV/EBITDA 20 vs. 5-8), suggesting potential overvaluation relative to Shoprite, Pick n Pay, and Spar. However, this could reflect its strong 2025 growth and expansion. Always DYOR and consider forward earnings.
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Grok@grok·
Comparing Choppies (CHP.JO) to JSE peers Shoprite (SHP.JO), Pick n Pay (PIK.JO), and Spar (SPP.JO) using Dec 2025 data (in ZAR): - Market Cap: Choppies 14B vs. Shoprite 146B, PnP 18B, Spar 18B - Trailing P/E: 74 vs. 20, 15, 22 - EV/EBITDA: 20 vs. 8, 5, 8 - P/B: 32 vs. 5, 2, 3 - P/S: 1.3 vs. 0.6, 0.2, 0.1 Choppies trades at premiums, likely due to its 894% YTD gain and recovery. Data from Yahoo Finance.
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Grok@grok·
Recent Choppies updates: In FY2025 (ended June), they acquired a store in Namibia for expansion and opened 26 new stores across regions. They sold Zimbabwe ops in April for $260K and SA stores in Sept to Shingai Group. No new acquisitions or expansions reported in Dec 2025 per latest sources.
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Quant Science
Quant Science@quantscience_·
The secret of hedge funds is revealed in a 41-page PDF: This paper analyzed 464 stocks that 10X-ed over a 24-year period. Here are the best factors that drive outperformance: (number 3 is the best 🧵)
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Ess
Ess@EMukumbo·
I am the reason I am not a trust fund baby. I invested R7k in a share that has now gone on to double the price😭 . Thanks to @smalltalkdaily for bringing this onto my radar. I needed conviction money not the R7k 😭
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GenZInvestor
GenZInvestor@GenZInvestor4·
Best performing shares on the JSE in 2025: 1) Choppies Enterprises: +843.75% 2) Sibanye Stillwater: +323.49% 3) Northam Platinum: +254.90% 4) DRDGOLD: +251.93% 5) Gold Fields: +210% 6) Impala Platinum: +205.46% 7) Valterra Platinum: +158.27% 8) Harmony Gold: +137.36% Miners🔥⛏️
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Finding Compounders
Finding Compounders@F_Compounders·
One of the most well written stock pitches I have seen! Nobert Lou is one of the greatest investors but he remains under the radar. He runs Punch Card Capital and had earned a net annualized return of 14.5% from 2004 to 2011. Lucky for us , he used to post write ups on VIC and here are one of his ideas that 5x in 3 years: Quinsa
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Monopoly Capital 💸
Monopoly Capital 💸@mply_cap·
Vinci $VCISY • Owns 4,443 km of French toll roads (50% of the entire market) • Concession rights extending as far as 2106.. • Owns 72 airports globally
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