Finance Bhai

CIO | Global Markets Enthusiast | Passionate about running, reading and travel | Sharing insights on equities and the economy | Tweets are not advice

[Finance Bhai @aheeshsingh]

Naspers and Prosus have bought back US$43bn of their own shares since 2022.

The discount went from 54% to 37%. Then it went back to 42.8%.

So have the twins tumbled?
#Naspers #Prosus #Tencent #JSE #Stocks https://t.co/FOGS8WHA1j

[Finance Bhai @aheeshsingh]

Always enjoy sharing my views with Kabelo Khumalo and @BDliveSA. Shoprite's rise is a masterclass in grocery retail.

[Business Day @BDliveSA]

BIG READ | Shoprite: from R1m bet to R200bn retail wonder https://t.co/XbXWe1SVcX

[Investment Wisdom @InvestingCanons]

“People make bad choices all the time, usually because of fundamental inability to operate over longer time frames.���

— Charlie Munger

[Finance Bhai @aheeshsingh]

@JuniorBuffett Can we count how many times AI capex was a concern this year... and how many times the S&P made a new high with those concerns 🙃

[Finance Bhai @aheeshsingh]

@awilkinson @RobertGreene This book can never be read too many times.

[Finance Bhai @aheeshsingh]

@JuniorBuffett Some interesting bets there....

[CNBC Africa @cnbcafrica]

BREAKING NEWS: The SARB has raised the repo rate by 25 basis points to 7.25%, which takes the prime lending rate to 10.75%.

#CNBCAfrica #DSTV410 #RepoRate

[Finance Bhai @aheeshsingh]

I joined Ntaoleng Lechela on @BusinessDayTV's The Close yesterday to discuss market sentiment, the Trump–Xi meeting, Chinese tech, Naspers/Prosus and my stock pick, Pepkor.

Markets may remain volatile until there is greater geopolitical clarity, but Chinese tech’s long-term AI and localisation story remains compelling.

Naspers and Prosus still offer SA investors meaningful Tencent exposure at wide discounts to underlying value, although the catalyst can take time.

Pepkor remains attractive to me on valuation, market opportunity and its growing fintech engine.

Link to segment: https://t.co/Llkj4VStS4

[Investment Wisdom @InvestingCanons]

“Being too far ahead of your time is indistinguishable from being wrong.”

— Howard Marks

[Finance Bhai @aheeshsingh]

@sidecarcap Couldn't have said it better myself.

[Finance Bhai @aheeshsingh]

@sidecarcap The ones who opt for remuneration skewed toward long term share-based remuneration over high cash remuneration. CEOs which are extremely operationally aware. As an example, a grocery store chain can't be run from an office, it has to be run from the floor...

[Finance Bhai @aheeshsingh]

One of the most valuable and least applied aspects of investing.

[Sidecar Investor @sidecarcap]

One of the best investment rules is to never buy or sell a company because of something happening around it - economy, war, interest rates, politics, inflation, etc.

[Finance Bhai @aheeshsingh]

@Mercedarians You know the saying... markets can stay irrational longer than you can remain solvent...

[Finance Bhai @aheeshsingh]

@NixPret These rankings change quite often. Jhb typically in the top 10.

[Finance Bhai @aheeshsingh]

I joined Ntaoleng Lechela on @BusinessDayTV Stock Watch yesterday to unpack a few of the market themes and company results currently in focus.

We discussed the divergence between equity-market optimism, particularly around AI-led earnings growth, and the more cautious signals coming from long-term bond yields. Markets seem to remain willing to look through near-term risks while the earnings story holds, but ultimately those expectations need to be delivered.

We also touched on Home Depot’s update, SPAR’s need for strategic stability in a tough retail environment, and Absa’s decent performance despite uneven conditions across its African operations.

On the mining side, BHP remains a high-quality, low-cost operator, with copper becoming a more meaningful contributor to earnings as demand from AI infrastructure and renewables continues to build.

My stock pick was S&P Global.

Watch the segment here: https://t.co/vscZDCKTCg

[Finance Bhai @aheeshsingh]

The stock market is a fascinating place.
Fears around the AI theme have been around for months. Now that markets are falling on that theme, some participants will call it a “crash”. This is over���exuberance and expectations that ran too high.
It’s amazing how quickly a rally or pullback can happen on a topic that’s been with us for a while.

[Vishal Khandelwal @safalniveshak]

…the peace in which all sorrows end.

[First Squawk @FirstSquawk]

Alibaba Q4 2026 Earnings

-Adj. EBITDA 16.44b Yuan (est 24.06b Yuan)

-Rev. 243.38b Yuan (est 246.51b Yuan)

-AI-Related Product Rev. Achieving Triple-Digit Growth

[LiveSquawk @LiveSquawk]

Tencent Q1 2026 Earnings
-Rev. 196.46b Yuan (est 199.39b Yuan)
-Adj Net 67.91b Yuan (est 67.83b Yuan)
-Net Income 58.09b Yuan (est 57.16b Yuan)
-Oper Profit 67.38b Yuan (est 65.65b Yuan)
-Weixin And WeChat MAUS 1.43b (est 1.42b)
-Social Networks Rev. 31.9b Yuan (est 33.48b Yuan)
-Domestic Games Rev. 45.4b Yuan (est 47.22b Yuan)
-Fee-Based VAS Subscriptions 266m (est 272.14m)