Mark Narramore

Equity Analyst (South Africa and Global) and outdoor enthusiast. Retweets ≠ endorsements. Tweets are not financial advice

[Mark Narramore @marknarramore1]

@Venu_7_ How do you calulate your PEG? Normally forward PE over forward EPS growth. 0.04 would imply 100% eps growth?

Memory EPS 5x higher than the last high point in 2018 would be dangerous to just look at PE multiple.

[Mark Narramore @marknarramore1]

@ThierryBorgeat Do that for Waymo vs Uber valuation

[Mark Narramore @marknarramore1]

@JohannBiermann1 Most of the big coffee brands have raised their prices to catch up to the existing coffee price to manage their profitability (higher sales and lower % margin) and some have even taken the pain (to gain market share like illy have). Coffee producer decision vs retailer.

[Mark Narramore @marknarramore1]

@SashtonSean Hey Sean, If you have not already listened, Sam gave a great interview on TED about three weeks ago on this topic:

https://t.co/y8nUVWvmrW

[Mark Narramore @marknarramore1]

@compoundpapi

[Mark Narramore @marknarramore1]

Another good weekend for SA sport 🇿🇦🇿🇦🇿🇦

[UCI MTB @UCI_MTB]

🇿🇦 🇿🇦 🇿🇦 ALAN HATHERLY 🇿🇦 🇿🇦 🇿🇦

2024 Men Elite XCO UCI World Champion 🌈

#PalArinsalAndorra2024

[Mark Narramore @marknarramore1]

@Unspoken_Echoes 042

[Mark Narramore @marknarramore1]

Great note on spin-offs on the JSE.

[Urquhart Partners @UrquhartPartner]

Here is the link to the full spin-off note: https://t.co/bQe1bhna1Q

[Mark Narramore @marknarramore1]

South Africa 🇿🇦 gets a medal in the 4x100m relay. Simbine gets his medal ❤️!

[Boris Kovacevic @MacroKova]

Global macro week in charts (1/20)

[Mark Narramore @marknarramore1]

Trump 2.0 would not play out like Trump 1.0 in markets https://t.co/aoXrBrk1Mj via @ft

[Mark Narramore @marknarramore1]

Great H2 outlook from BATs

[Mark Narramore @marknarramore1]

@DilBradly @LT_Investor_SA UK is irrelevant for BAT, and I don't think Allan Gray would move the price vs. global investors.

Too cheap and technicals looking better with a golden cross + other tobacco players hitting 52 weeks highs.

[Mark Narramore @marknarramore1]

@ElonMNews Yes

[Rohan Das @rohaninvestor]

Don't miss this 28-minute masterclass by Aswath Damodaran if you're into investing: 👇

Save it for later🔖

[FDA Tobacco @FDATobacco]

Today, FDA issued marketing granted orders to NJOY LLC for four menthol-flavored e-cigarette products.

All tobacco products are harmful and potentially addictive. Those who do not use tobacco products shouldn’t start. https://t.co/wJwmQxNNtc

[Mark Narramore @marknarramore1]

@mommy_moneyza Grocery shopping is cheaper in France (some of their food is subsidised though).

[Mark Narramore @marknarramore1]

USDZAR about to go below R18...

[Mark Narramore @marknarramore1]

@CAPITALSIGMAza Need to convince the foreigners more importantly:)

[Mark Narramore @marknarramore1]

South Africa may have had the most positive election outcome in the world this year (from a market friendly perspective).

Who would have thought?