Sebastian Johannes

Finance Books on my 2025 reading list: Capitec Stalking Giants (TJ Strydom) Chip War (Chris Miller) The story of speculative bubbles (John Kenneth Galbraith) The little book that still beats the market (Joel Greenblatt)

History of South Africa for those who can’t read, or those that can’t comprehend what they're reading.

What a disgrace! A “government” offers bread to its people to keep on voting for them. They confess that they led the nation into poverty for more than 39 years. Evil ANC.

@FinFreedom414 Obviously B

Imagine you had to choose your life at age 40: Option A: Single. No kids. $10M net worth. Travel anywhere. Total freedom. Quiet house. Quiet holidays. Option B: Married. 3 kids. $1M net worth. Drive a Toyota. Chaos every morning. Loud house. Full dinner table. Be honest, which life are you choosing?

@GaytonMcK Did you tell him about BEE?

Met US Ambassador Leo Brent Bozell III today. An honest man with the ear of President Trump. We discussed a lot. Here is a golden moment to reset US relations & show him the real SA – a country of good people, not genocide. I’m confident he’ll share the truth with POTUS. 🇿🇦🇺🇸

@LeratoPillayZA Spreading misinformation

Several white Afrikaans-speaking families who moved to the United States through the controversial refugee program launched by President Donald Trump in 2025 are now returning to South Africa, citing challenges adapting to life in America. Reports indicate that participants in Trump's initiative—aimed at resettling so-called "persecuted" white South Africans, primarily Afrikaners—are heading back home. Many point to factors like higher living costs, cultural differences, family ties, better quality of life in South Africa, and concerns over safety and violence in the U.S. One returnee, Andrew Veitch, who had left South Africa years earlier after a carjacking, described feeling unsafe in America: “People are being shot in broad daylight,” he said. “American citizens are being shot and killed. I don’t want to live in a place like this.” The program, which began resettling small groups starting in May 2025 and has admitted around 3,500 people so far, was justified by claims of racial discrimination and violence against white farmers in South Africa—claims disputed by the South African government. Despite ongoing expansion of the U.S. effort, a growing number of these arrivals are repatriating, often reclaiming South African citizenship through a new government portal. Reasons for return frequently include lower costs, stronger community connections, and perceived greater stability back home, even as the Trump administration continues to prioritize such admissions amid broader refugee restrictions. YENA AYA KWINI !

@JordiGriff @wilkinsoncape Typical ANC

Zille marches to Yeoville reservoir. Exposes there is no security, climbs the stairs to the thing, there's holes in the fence. Shows how people are drawing water openly from the reservoir and folks are bringing their washing to the reservoir to clean. City condemns her🤣🤣🤣

The formula is simple: - Make $100k+ at your job - Invest 30% in index funds/ETFs - Repeat for 20 years The execution is what's hard

@sparbuchfeinde Que song: 🎶 whats new pussycat, wooo ohh wooo wooohh oh 🎵

Heftige Zahlen. Das kostet viel Wohlstand (Arbeitsplätze, Steuern, Sozialabgaben) in Deutschland.

Bitcoin Sparplan laufen lassen. ETF Sparpläne laufen lassen. Aktien Sparpläne laufen lassen. Aktien bei gesetzten Zielkursen nachkaufen. Ruhe bewahren und die Sonne genießen.

Every long-term winner was once a short-term underperformer.

So verlogen ist die Einstellung der Linken zu den Kapitalmärkten: Wenn die Kurse steigen, verdammen sie die "Gewinne der Reichen" und fordern, Dividenden höher zu besteuern; wenn die Kurse fallen, warnen sie davor, die Rente an der Börse zu verzocken und überhaupt Geld zu investieren

Langfristig denkende Börsianer überstehen jede Regierung und jeden Krieg. Man muss nur sicherstellen, dass man zwischendurch nicht pleite geht. 😅

@collinstimbela_ @ChrisHatt11 I was complaining about this again just last week. All this AI hype but outlook search doesnt even work

Make the Microsoft CEO search for an email on Outlook live on camera

Unreal numbers 👀⚡️ "JPMorgan estimates that, had Germany not phased out nuclear power, the country would have generated 50% less electricity from fossil fuels and 84% less electricity from natural gas in 2024. Electricity prices in Germany would have been around 25% lower, and the country would have imported half as much electricity.."

Margin of Safety Visual summary by @MnkeDaniel

Warren Buffett is sitting on $373 BILLION in cash while the world burns. Everyone's calling him crazy. But what does he know that we don't? Buffett's final quarter as CEO just dropped: Operating earnings crashed 30%. Insurance profits got cut in half. Stock lagged the S&P 500 for the year. Sounds bad, right? Now look at what he was actually doing behind the scenes... Buffett spent the last 18 months quietly selling nearly everything. Apple shares. Bank stocks. Entire positions liquidated. He converted the portfolio into $373 BILLION in cash and US Treasury bills. $373 billion is larger than the GDP of 90% of countries on earth. And he's sitting on it. Doing nothing. Earning 4-5% in T-bills while the rest of Wall Street chases AI stocks at 40x earnings. Everyone called him crazy. Out of touch. Too old. Missing the AI revolution. Then he handed the keys to Greg Abel and walked away. Abel just released his first shareholder letter. 20 pages. The most important corporate document of the decade that nobody read because missiles were hitting Dubai. He named 4 stocks Berkshire will NEVER sell: - Apple - American Express - Coca-Cola - Moody's Combined with 5 Japanese trading companies, those make up two-thirds of the entire portfolio. Everything else? Fair game. Abel even confirmed he'll PERSONALLY oversee the investment portfolio. The real story isn't the earnings miss... The real story is what $373 billion in cash means RIGHT NOW. Iran just got hit. Oil is surging. Strait of Hormuz is basically closed. Defense stocks are ripping. Markets opened down hard Monday. Buffett has been through 1987. The dot-com crash. 9/11. 2008. COVID. Every single time, he did the same thing: Hoarded cash BEFORE the crisis. Then went shopping when everyone else was panicking. 2008: $5 billion into Goldman Sachs when the system was collapsing. Made $3.7 billion on a single deal. 2011: $5 billion into Bank of America at the bottom. Turned it into $30 billion. He never rushes. Never chases. Waits until the sellers are desperate and the prices are stupid. And right now he's sitting on the largest cash position in the history of corporate America. While a war is starting. While AI companies are spending $700 billion on data centers with no clear path to profitability. While startups are taking on debt to buy Nvidia chips they can't afford. And a 95-year-old man in Omaha is watching all of it. Here's the concerning part though: Greg Abel has never managed a portfolio. He's an operations guy. Ran Berkshire's energy business. Never been a stock picker. His top investment deputy, Todd Combs, just LEFT for JPMorgan. The other portfolio manager controls roughly 6% of investments. That's it. One man who has never publicly managed a single stock trade now controls more investable cash than most hedge funds on the planet combined. If he deploys it well, Berkshire becomes the most powerful financial institution in America for the next 20 years. If he deploys it poorly, the greatest wealth creation machine in history dies with Buffett's retirement. Abel knows this. He said Buffett is "obviously a very hard act to follow." But maybe the $373 billion isn't about finding the next great investment... Maybe it's about what happens when everything else collapses. Oil spiking to $100. AI spending hitting a wall. Consumer debt at record levels. A war with no clear endgame. If a real crisis hits, Berkshire Hathaway will be the only entity on earth with the cash, the reputation, and the mandate to buy anything it wants at any price it names. That's a $373 billion loaded weapon waiting for the right moment. Buffet literally saw all of this coming and set the trap. Abel just has to know when to pull the trigger.

If you invested $5,000 into Snap-On in the year 2000, today you'd have a staggering $72,468. You'd also make an additional $1,650/yr in dividend income. Compounding wins. $SNA

@aktienmessie So siehts bei mir auch aus. Die hand blutet 🩸 vom Messer 🔪

Ich habe ein goldenes Händchen

@RealScottRitter @ProfSteveKeen @RepBrandonGill Illegal or just undocumented?

@RepBrandonGill How many countries does America need to illegally attack before we realize we are the problem?

How many Americans have to get Allahu Akbar’ed before we realize Islam is a problem?