Dr Sanjeev Matthews

Small wallet, big bets. Medium and long-term, unconventional value plays. Fundamental crypto positions. Mathematics and AI.

[Dr Sanjeev Matthews @SanjeevMatthews]

@smalltalkdaily Thoughts on price movement of Kaap Agri?

[Dr Sanjeev Matthews @SanjeevMatthews]

@smalltalkdaily @FinMeUp @HiggoVan Thanks! Was already unsure if management was taking too much off the table.

[Dr Sanjeev Matthews @SanjeevMatthews]

@ArgononHelium @StefMarani ARG now listed on BitMart.

[Dr Sanjeev Matthews @SanjeevMatthews]

@CriptoeJungkey @EasyEquities Hahaha, just checked my account and had a moment.

[Smalltalkdaily Research @smalltalkdaily]

$JSEOMN Omnia made my long-standing R80.00 target (set April 2021 when #OMN R49.12)

#OMN made my prior R65.00 target

TYD #OMN +22%

Market awaits trading update to YE March 2022 & news on what's going to happen to their cash pile; I've made my opinions very clear

[Dr Sanjeev Matthews @SanjeevMatthews]

@graemetarr @nickhedley I doubt they'd publish those stats as EE have been very careful to position themselves as an investing (vs trading) platform - even though they can't make much money if people actually buy-and-hold. The platform is not at all friendly for trading. Would love to see stats though!

[Dr Sanjeev Matthews @SanjeevMatthews]

Eish, too many Capetonians walk out the bathroom without even faking the washing of their hands😫.

[Dr Sanjeev Matthews @SanjeevMatthews]

JUST IN: Russian puppet state to provide protection against Russia https://t.co/1wb3As1RFS

[Nick Hedley @nickhedley]

South Africa is experiencing its biggest infestation of brown locusts in decades https://t.co/8qqxiC2zPm via @business

[Dr Sanjeev Matthews @SanjeevMatthews]

Reminder to keep an eye on margins/profits. How will companies absorb or pass on cost inflation? Do they have pricing power?

[Yahoo Finance @YahooFinance]

Slowing GDP growth is “really the key to watch for corporate earnings,” PIMCO Portfolio Manager Erin Browne says. “Really, what the market’s going to be focused on is margins. … That, I think, is going to be the key differentiator for stocks.” Full interview:

[Dr Sanjeev Matthews @SanjeevMatthews]

@CraigWeidem1 @mo_resh @Magda_Wierzycka Outrageous false dichotomy.

[Dr Sanjeev Matthews @SanjeevMatthews]

@FinancialMail @robrose_za Really liked the recent publications, but will be happy with the glossy look too. Re article: something print does vs online is force a selection of top tier content. Of course the online edition is exactly the same, but that's likely due to the print constraints? Just a thought.

[Dr Sanjeev Matthews @SanjeevMatthews]

@fredtheinvestor @DividendIncome_ It's fairly simple. Let's say you find an amazing company, let's say Apple. Would you buy this share for $250? How about $2500? How about $25000? At what point does it no longer make sense? When you are buying a share you are expecting an ROI - the price is CRUCIAL here.

[Dr Sanjeev Matthews @SanjeevMatthews]

@fredtheinvestor @DividendIncome_ No matter how good the company is, the price you pay is what matters. Overpaying does not make a good investment.

[CoinMarketCap @CoinMarketCap]

The world's largest illegal darknet marketplace has been shut down — with police in Germany seizing 543 Bitcoin 🚨
https://t.co/rQcCzZxFUo

[Dr Sanjeev Matthews @SanjeevMatthews]

@EasyEquities Before using your precious EasyCredits, check prices on free resources like Yahoo Finance, BusinessLive, MoneyWeb etc. Then when you see a price you want to set a limit order at, use your EasyCredits and send your order through.

[Dr Sanjeev Matthews @SanjeevMatthews]

Reminder to those using @EasyEquities. Especially relevant if dealing with illiquid shares like #KAP #KaapAgri. Bid-Ask spread can be brutal. EE only offers cutom limit orders on popular stocks. You'll want to get updated prices using EasyCredits and then execute a limit order.

[Dr Sanjeev Matthews @SanjeevMatthews]

@RediTlhabi @EFFSouthAfrica The irony here 🤣

[FinancialMail @FinancialMail]

Captain Knowledge Bengu sailed into the history books with the discovery of the Endurance wreck. https://t.co/Xl2x2bw5oV

[Dr Sanjeev Matthews @SanjeevMatthews]

@smalltalkdaily Great, thanks for the swift info! Will follow closely.

[Dr Sanjeev Matthews @SanjeevMatthews]

@smalltalkdaily $KAL selling down quite sharply this week. Any news I've missed or just small-cap things/big seller?