Andrew Padoa

Transforming South Africans into global investors. Portfolio Manager at Otto 1890.

[Andrew Padoa @AndrewPadoa]

@BoringBiz_ Great post. Thanks for sharing

[Andrew Padoa @AndrewPadoa]

@realroseceline What’s been your worst investment and what did you learn from it?

[Altimeter Capital @AltimeterCap]

Brad Gerstner (@altcap) joined CNBC’s Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff.

In a moment of “exponential change,” investors say “fog of war” and put application software in the “too hard bucket” — not because they’re “missing earnings or revenue today,” but because future free cash flows are harder to predict.

Watch the conversation⬇️

[Andrew Padoa @AndrewPadoa]

@FinanceGhost Spot on regarding monthly cost. The value you get from Netflix for what you pay is incredible.

[Patrick OShaughnessy @patrick_oshag]

Why AI won’t destroy existing software

[Andrew Padoa @AndrewPadoa]

@realroseceline 👍🏻

[Andrew Padoa @AndrewPadoa]

@realroseceline PS how are you doing post surgery? Wishing you a speedy recovery.

[Andrew Padoa @AndrewPadoa]

Exceptional investment performance is usually the product of only a few great investments held for a very long time.

[Andrew Padoa @AndrewPadoa]

@mbrown_co What a view!

[Andrew Padoa @AndrewPadoa]

@RickRieder Good read. Thanks for sharing

[Andrew Padoa @AndrewPadoa]

@alifarhat79 😂😂😂😂

[Andrew Padoa @AndrewPadoa]

@oguzerkan Exactly. Nvidia forward of 25. Walmart forward of 40, Starbucks 34 and Nike 32.

[Andrew Padoa @AndrewPadoa]

If you bought $CSCO early 2000, you have finally made your money back. The lesson? Valuations matter.

[Andrew Padoa @AndrewPadoa]

Tesla at all time highs.

It’s done 47% annualized for 20 years.

But look at all those drawdowns along the way.

It fell 65% in 2022.

Would you have held on or bailed under the pressure?

This is why Peter Lynch says you must know what you own.

[Andrew Padoa @AndrewPadoa]

@SchalkLouw Sorry Schalk that’s terrible. Same in Durban. There is a road close to my house where pedestrians warned me to not ride on as cars actually try to hit you.

[Andrew Padoa @AndrewPadoa]

Final @BusinessDayTV appearance of 2025. The Christmas beard is already growing 🎅

Where’s the bubble? 🫧 Forward P/Es:
🔹Walmart: 40
🔹Starbucks: 34
🔹Nike: 32
🔹Nvidia: 25

Tech is priced cheaper than coffee & sneakers!

Its not a stock market, its a market of stocks

[Andrew Padoa @AndrewPadoa]

@Larryjamieson_ Worth reading Finite and Infinite Game by James Carse. Covers this exact stuff

[Andrew Padoa @AndrewPadoa]

One of the biggest mistakes investors make is underestimating the power of competition and disruption- Chris Hohn