SA Value Investor

“Be greedy when others are fearful”; “It’s always darkest before the dawn”; “Only a little bit has to go right for the share”; I hate Naspers

[SA Value Investor @JSE_Value]

My target price for SNH is R4.20/share. I arrived at this price by using a 4-stage DCF model and observing the beautiful hanging neckline that shows a great setup for the share. #technicalanalysis #tweetsarenotadvice

[SA Value Investor @JSE_Value]

I’m an investor not a trader. That’s why when I saw the SNH shares go up a lot last week I bought some. But then yesterday I saw that the largest buyers of SNH in January were 3 large JHB hedge funds who were originally short the stock. What do I do now? Share is down 10% today

[SA Value Investor @JSE_Value]

@themacrodaddy I get my knowledge from Chris Gilmour, Nick Kunze and Karin Richards. They are the top investment minds in SA imho

[SA Value Investor @JSE_Value]

@JohannBiermann1 Hahaha good one Johann!

[SA Value Investor @JSE_Value]

@FinanceGhost I blame @JP_Verster

[SA Value Investor @JSE_Value]

Dave is 100% correct. This share is hugely overvalued on 30x once-in-a-lifetime pandemic-depressed earnings!

[The Passive Income Guy @hazelwood_dave]

Curro is on roughly a 30 PE. Bit rich for a company where profits are plunging. I wouldn't pay more than R4 max.

[SA Value Investor @JSE_Value]

100%. A high PE ratio means a high valuation and a low PE ratio means a low valuation!

[Paul Kluge @klugerpaul]

Valuation always matters.

[SA Value Investor @JSE_Value]

@TraderPetri Last night on Stockwatch, Nick had the great tip that containers are doing well so we should buy Grindrod. But when he said we should be buying food retailers like Quantum Foods and Astral Foods then he also showed his BREADTH of knowledge 👍🏽

[SA Value Investor @JSE_Value]

@TraderPetri Easy: Chris Gilmour and Nick Kunze, hands down.

[SA Value Investor @JSE_Value]

@TraderPetri JM Busha is also good

[SA Value Investor @JSE_Value]

@Richards_Karin I only joined Twitter this year but in a few months I have learned so much from you and your charting skills. Having lost so much money buying low PE shares I now realise that I should have combined that with at least some technical analysis. Here’s to another year of learning!

[SA Value Investor @JSE_Value]

These guys have a great way of combining insightful fundamental analysis with detailed charts. The best investors I know all use charts (especially those on fintwit). #tweetsarenotadvice

[Herenya Capital Advisors @HerenyaCapital]

Tencent is up 3.5% today but Shots have been fired at Chinese tech companies. I am no longer a Naspers bull. The story carries too much influence by Chinese communists, who can change the narrative at a whim. To top it off Naspers owns it via an opaque structure called a VIE.

[SA Value Investor @JSE_Value]

@MurrayChesterF Drowning in client inflows bruh. Been manually processing investment application forms since I had to fire most of my admin staff due to losing 69% of my AuM from poor performance as a result of value underperforming growth but now fund is at ATH from SA Inc kicking like a mule

[SA Value Investor @JSE_Value]

@Agrizzi8 Pls send link to the Brackenfell live cam, our morning meeting is boring today. TIA

[SA Value Investor @JSE_Value]

@JordsNel @klugerpaul Ok everybody, just CALM THE F DOWN. Rand is at 15.40, I have 100 new followers, oil companies aren’t going to get disrupted by Tesla, and Piet’s fund is at an all-time high NAV. Everything is going to be just FINE.

[SA Value Investor @JSE_Value]

That’s me on the right

[SA Value Investor @JSE_Value]

@Agrizzi8 This is the chart they forgot to put in the article. The market is a weighing machine over the long run - it can’t be irrational for 10 years

[SA Value Investor @JSE_Value]

Busy writing my Q3 commentary and thought I’d include these brilliant charts from Schalk. Who cares if interest rates are structurally lower in the US and the largest companies in SPX invest through the income statement. PE ratios matter ok? VALUATION IS ALL THAT MATTERS

[Schalk Louw | Mr Louwcal 🇿🇦 @SchalkLouw]

Markets trading at average discount of 9% compared to its 15-year average #CAPERatio (also known as #Shiller #PE). #SouthAfrica trading at 18% discount. Interesting to note that #US is not only trading at 33% premium, but find itself at massive all-time relative highs vs #Europe.

[SA Value Investor @JSE_Value]

I was overweight SA Inc LOOONG before these losers and have the 40% drop in AuM to prove it!!! ⁦⁦@corars1⁩ stuur asb julle skyfies...hulle lyk kwaai https://t.co/D54YsB8okF