Peter Koutromanos

Just Business please.

[Peter Koutromanos @pkoutrom]

@BaragwanathBiz Gold tanking faster …

[Lee Roach @leevalueroach]

If you have under $10 million and you are buying Apple, you have voluntarily entered the one fight in all of public markets where you have no edge, no advantage, and no reason to exist.

There are 40 PhDs, three sell-side teams, and a sovereign wealth fund modeling Apple’s next quarter to the penny, and you, with your brokerage app and your podcast opinions, have decided to join that table. You will not find a mispricing in Apple. The mispricing in Apple was arbitraged away before you finished reading the headline.

Meanwhile there is a $90 million industrial parts distributor in Wisconsin that no analyst covers, no fund can buy because the position would take six weeks to build, and no institution will touch because it would not move the needle on a billion-dollar book. That is your table. That is the only table where being small is an asset instead of a punchline. Your size, the thing that feels like a limitation, is the single greatest structural edge available to a human being in public equities, and you are spending it on the most picked-over stock on Earth.

The big funds cannot follow you down here. That is the entire point. Go where they physically cannot fit.

[Peter Koutromanos @pkoutrom]

@Handre SARB has no choice.

To have sustainable low real rates in SA you need a higher savings rate or fiscal restraint.

High real rates are a symptom

S=I

[Peter Koutromanos @pkoutrom]

@BenjaminACronin We are a Constitutional Republic.

[Peter Koutromanos @pkoutrom]

@Magda_Wierzycka It depends on what power the head of state has.

If the head of state is powerless they can be appointed or hereditary.

The more power the office has the more cause for appointment to be plebiscite.

[Ben Cronin @BenjaminACronin]

@niphomadondo It has to be one of the great ironies of SA that a mostly white c-suite class are potentially the most committed or reliant on the idea of a stable, perpetual ANC gov, yet they are the least likely to vote for it.

[Peter Koutromanos @pkoutrom]

@keithmclachlan But battery

[Peter Koutromanos @pkoutrom]

@Handre It’s a good question…

One persons debt is another persons asset.

Earth is a closed system. We owe it to each other not the Martians.

[Peter Koutromanos @pkoutrom]

@FurkanGozukara Tether is buying Treasuries faster than China is selling…

[Niall Ferguson @nfergus]

This tweet will be quoted in future history books, if there are such things.

[Peter Koutromanos @pkoutrom]

@MyLeaderNicole @vumatel Definitely not Afrihost. They are the worst.

Supersonic is the best I have tried.

Otherwise Axxess

[Peter Koutromanos @pkoutrom]

@libthoughts Needs to pay back all that bail out money which can be returned to the poor

[Peter Koutromanos @pkoutrom]

@gazza_jenks Bitcoin needs to solve its volatility problem.

[Peter Koutromanos @pkoutrom]

@mybroadband Did he really say “the poor South African’s are not well educated” ?

[Peter Koutromanos @pkoutrom]

@BenjaminACronin Agreed !

State utilities should be run not for profits but for losses.

The losses can then be funded by VAT and fuel levies.

Because these taxes are the most neutral taxes they do the least harm

[Peter Koutromanos @pkoutrom]

@CAPITALSIGMAza AI productivity gains.

Blended with TACO sauce.

[Peter Koutromanos @pkoutrom]

@ginnydmm You should try doing business in other countries

SA is relatively good.

Ease of business is declining globally.

[iScathulo SePhara 👞 @ISephara]

9 years ago South Africa did not commercially produce pistachio nuts. Today, we are Africa's number 1 mass producer and mass exporter of Pistachio nuts. And are ranked number 8 globally. The value per harvest is around R3 billion.

South Africa, always leading the way ✨️🇿🇦

[Adrian Saville @AdrianSaville]

Saving funds investment, and investment funds growth. Saving is missing in action in South Africa. And so investment is missing in action.