MoneyWiseSmart

This is the official Twitter account of MoneyWiseSmart. Get free in-depth analyses and valuations of great businesses to own for the long term (link below).

[MoneyWiseSmart @MoneywiseSmart]

There are massive opportunities in the underserved healthcare market in India. And Narayana Health/ Hrudayalaya, a world top quality healthcare group which owns a Guinness World Record is well positioned to ride on them. Check out our analysis below.

https://t.co/5RY5UZ79Gp

[MoneyWiseSmart @MoneywiseSmart]

$IDXX IDEXX Laboratories had been a 483 bagger, compounding EPS at 18% in the past 1.5 decades, with high 40%-50% ROCE & retention rates close to 100%. Can it continue to ride on the growing companion animal industry & compound? https://t.co/aQO5lEzulI

[MoneyWiseSmart @MoneywiseSmart]

$COST Costco is Charlie Munger's favourite stock, with a strong low cost turned scale economies shared moat unrivalled by the others (including $AMZN) supporting its high ROCE of >20%. Can it continue to compound well? https://t.co/Gs3cpOccic

[MoneyWiseSmart @MoneywiseSmart]

@SakuraResearch Wanted to send you our detailed analysis of all your points and hence asked for the email id. Would have helped you, but your choice. Couple of your points have some (minor) validity, but rest are not. We have no time to individually put them in tweets. Not good use of our time.

[MoneyWiseSmart @MoneywiseSmart]

@SakuraResearch We have gone through each point and updated our subscribers. Your analysis is very superficial and you have not really understood a lot of details. We don't speculate on what the future is going to be. We focussed only on facts and realised that it is not worth our time

[MoneyWiseSmart @MoneywiseSmart]

@SakuraResearch Takes a lot of deep-dive research and deep reading to qualify as an 'activist' if you would like to be taken seriously...but if you get the basic facts wrong, then you are just nuisance...distracting the company management from going about their business

[MoneyWiseSmart @MoneywiseSmart]

@SakuraResearch Unfortunately you got most of your facts wrong. Here are couple of examples...
1. You talked of potential Goodwill impairment of GBP19M...the goodwill figure on their books (As per 2023 annual report) was ~ S$5.2...nowhere near your number

[MoneyWiseSmart @MoneywiseSmart]

@SakuraResearch @SakuraResearch You accused Mujahid Mallik of being distracted by listing the companies in which he is involved. You did not even bother to check that these are all dormant companies...a 5 minute google search would have showed this to you

[MoneyWiseSmart @MoneywiseSmart]

@SakuraResearch We went through your allegations on iFast in great detail and have analysed each point in detail. We discovered some fascinating insights. If it is of any interest to you, let me know your email id and I will send you the PDF with the detailed analysis

[MoneyWiseSmart @MoneywiseSmart]

Many companies are repurchasing shares - $MSCI, $IDXX. Let’s see how we can analyse their effectiveness quantitatively.
https://t.co/1LOhJ5Lg3s

[MoneyWiseSmart @MoneywiseSmart]

$WISE 'regulatory headwind' is now 'earnings tailwind', with it earning much more profits than planned.

We discuss Wise's business, growth trajectory, financials, moats, a critical view at how sustainable its earnings are, & how it affects its valuation.
https://t.co/TiCJGutVFT

[MoneyWiseSmart @MoneywiseSmart]

Despite brutal competition in automobile industry, 2 companies have compounded well over 30 years to become 300 baggers (not $TSLA)!

Will they continue to be winners? Read about the fascinating tale of Copart and Autozone here! $CPRT $AZO

https://t.co/sx4mJl0nx1

[MoneyWiseSmart @MoneywiseSmart]

By selling $Adyen options when the share price had crashed last August, and then buying them back methodically, we were able to enhance our returns on our capital (XIRR) by over 15% - 20%.

You can read our case study here: https://t.co/NOuKZoOQyi

[MoneyWiseSmart @MoneywiseSmart]

In 2024’s Berkshire Hathaway shareholders’ meeting, Buffett shared a profound story that left everyone with a warm glow (even after seven long hours of Q&A).

You can read about this story here…

https://t.co/3nay3lKu5g

[MoneyWiseSmart @MoneywiseSmart]

As of mid April 2024, Prosus’ market cap was ~USD 75b. However, it’s holding Tencent shares worth ~USD 89b.

Since most of Prosus’ value is in its holding of Tencent, let’s do a stocktake on Tencent’s latest financials and performance (up to 2023) here:

https://t.co/2RhvhAkbd3

[MoneyWiseSmart @MoneywiseSmart]

Since April 2022, the SPX has gone up by 15.98% but our portfolio has grown by 57.13%. The green line represents the S&P 500 and the blue line represents us.

We’re holding a webinar to explain what helped us achieve this tomorrow @ 9PM SG time here: https://t.co/PfKIAylvWO

[MoneyWiseSmart @MoneywiseSmart]

There are 4 types of businesses:

1. Good businesses which look good
2. Bad businesses which look bad
3. Good businesses which look bad
4. Bad businesses which look good

We know what to do with 1 or 2, but what about 3 and 4?

Discover the answer here: https://t.co/PfKIAylvWO

[MoneyWiseSmart @MoneywiseSmart]

What an investor goes through in their journey:

From..

- Arrogance
- Ego
- Stupidity
- Delusion
- Error of Judgment

To…

- Self realisation
- Unlearning
- Proper process of researching
- Humility
- The right framework

And even more we’ll cover here: https://t.co/PfKIAykY7g