IsimoVest Capital

Private Equity investment management company with the aim of adding meaningful value to companies we invest in

[GenZInvestor @GenZInvestor4]

FinTwit's favorite shares performance YTD:

1) Sibanye: -5.18%🔴
2) Sasol: -33.02%🔴
3) Purple Group: +4.23%🟢
4) Renergen: -34.08%🔴
5) Shoprite: -9.20%🔴
6) Exxaro: -11.27%🔴
7) Thungela: -12.55%🔴
8) Kumba: -20.25%🔴
9) WeBuyCars: +17.1%🟢

It has been a tough year😅

[Financial Times @FT]

The results have dealt a stunning blow to India's prime minister ahead of his third term, with his ruling party-led alliance winning far fewer seats than the last election while the opposition nearly doubled its tally https://t.co/32QyOlv2yd

[Yongama Skweyiya @yongama]

This looks suspiciously artificial — resembles Table Mountain and Lion’s Head
But hey, apparently the movement of the Rand/Dollar will indicate which political coalition will work for SA

[Yongama Skweyiya @yongama]

The Economic Impetus of Indigenization Laws https://t.co/BOUWbLzpqn

[IsimoVest Capital @IsimoVestCap]

PnP should sell Boxer and use the proceeds to prop up the lass making, legacy business.
Otherwise, there might no longer be a PnP in 8 years time...

[Moneyweb News @Moneyweb]

The Boxer discount supermarket chain is 'highly' profitable, in stark contrast to the group’s PnP-branded offering.

#Moneyweb #PnP #Retailers
https://t.co/nyM6EZPK5t

[Yongama Skweyiya @yongama]

Run your own race
Plot your own route
Venture and grow. . .

[Moneyweb News @Moneyweb]

The share is trading at a tenth of the company’s net asset value, making it an absolute steal should the alleged conspirators be planning a takeover.

#Moneyweb #JSE

https://t.co/10h8FRjk5N

[Daniel Mahncke @MnkeDaniel]

Do you know the $7 Trillion Man?

John Bogle was one of the most influential people in finance ever.

He founded Vanguard, the second-largest Asset Management firm in the world with $7.6 trillion under management.

Here are 7 Investing Lessons from the $7 Trillion Man👇

[Yongama Skweyiya @yongama]

Nothing in the world is as powerful as an idea, whose time has come. . .

[Financial Times @FT]

The discovery offers a potential boost to the west’s efforts to cut its reliance on China for metals vital to decarbonising cars https://t.co/eNZaVgAWpO

[AfroTech @AfroTech]

Sports technology company StatusPRO announces a $20 million raise led by Google Ventures, reportedly becoming one of the largest Series A rounds of any VR gaming company to date. https://t.co/3UFrIk6QrW

[Yongama Skweyiya @yongama]

"A journey of a thousand miles begins with a single step"

[GenZInvestor @GenZInvestor4]

Dividends being paid out on the JSE in February (per share):

1) Frontier Transport: R1.37
2) Mondi PLC: €1.76
3) KAL Group: R1.30
4) Novus Holdings: R0.50
5) Mix Telematics: R0.04

[Yongama Skweyiya @yongama]

Once they remove him, all that will be left is ‘S (apostrophe S) —
Byju’s investors seek to remove edtech group’s founder
https://t.co/isOQAunusQ.

[Yongama Skweyiya @yongama]

You thought your day was going bad. . .

Ellies’ last-ditch deal collapses — announces business rescue
https://t.co/gyjUPIzucc

[Yongama Skweyiya @yongama]

Proof that Hamilton is the GOAT — Ferrari market cap surges $7 billion amid Hamilton F1 bombshell
https://t.co/FLnHyizYpu

[Yongama Skweyiya @yongama]

I guess the M&A market is open for business in SA

[Yongama Skweyiya @yongama]

This guy becomes a #GrootMan today

Happy Birthday @ZMadikazi

[Forbes @Forbes]

Underpriced Stocks In The Small-Value Corner

Three professors publish a paper on a market anomaly: Over long periods, value stocks outperform growth stocks. What the hell, let’s try it, they say. So was born, 30 years ago, LSV Asset Management. It now has $96 billion to play with.

The Chicago firm offers 25 strategies, covering different slices of large, medium and small companies in North American, European, Asian and emerging markets. All the portfolios use the same recipe: Find uninteres­ting, slow-growing companies.

Josef Lakonishok, the ringleader of the trio and the L in the name, explains this approach with an example. He doesn’t like Nvidia, the outfit with a winning streak in chips for artificial intelligence, but he is in love with La-Z-Boy, which he describes as an “Archie Bunker” stock. LSV controls 4.4% of the lounge chair maker.

“I was always a contrarian,” Lakoni­shok says. “I never liked to be like everybody else.”

Read more:
https://t.co/FPneyrsr0p

[GenZInvestor @GenZInvestor4]

Transaction Capital has decided to unbundle WeBuyCars.

WeBuyCars will be listed on the JSE simultaneously with the unbundling.

$TCP