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Aziz

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KSPI·22 days agoKSPI: Turkey Expansion And Margin Reset Will Shape Upcoming Shareholder Decisions

It’s a Company that comes with a big potential upside. They will be investing in expanding the Turkish bank they bought from Rabobank to in effect copy the highly successful fintech apps in Kazakhstan. If they succeed and they should they will make billions. Catch is that if successful that expansion will chew up lots of cash. Potentially reduced dividend but higher share upside. Fair Value is around $100?

VICI·about 2 months agoVICI - A Fundamental Valuation

Yes I agree with your analysis and different methods you have used to determine fair value. At $26 it looks undervalued against my estimate of $30.

INVE A·9 months agoThe "Boring" Money Printer

Yes it makes money, invests in Sweden. If you are a philanthropist fine. Otherwise I would suggest that you invest in companies that really make money, everywhere they operate. Try Google, Amazon, Microsoft, Nvidia. If it’s about investing to make money then Investor does not make my list. Sorry

Analysis article·11 months ago🤝 Circular Deals and Soaring Valuations: The Risk Beneath The AI Hype

Excellent summary - well balanced. Me? The real benefits of AI will be new discoveries and those best able to capitalise on them by making money. Eventually it all comes down to earnings.

Analysis article·11 months ago📈 Markets Break Records: Q3 2025 in Review, Q4 Outlook Ahead

The growth in US equities is being driven by just a handful of very large and profitable companies like Nvidia, Microsoft, Alphabet, Meta, Amazon and a few others that are using AI to increase efficiency. There is also the hope that Machine Intelligence will help us discover new things that can be monetised making the massive investments worthwhile. It’s a race by nation too because you can’t afford to miss out which is why Saudi and the Gulf States are investing so much into AI. I think the odds are heavily on their side so it pays to be concentrated and selective - look at earnings growth because that’s what matters in the end.

MSFT·about 1 year agoMicrosoft - A Fundamental Valuation

Agree with your analysis and would add that it has the best CEO of any listed company.

Narrative·over 1 year agoBerkshire Hathaway: A Fortress of Financial Strength

My best estimate suggests that the share price will comfortably beat inflation, and beat the return from short term Treasury Bonds over the next few years no matter what happens to the market. That’s it’s real strength - long term compounder of money!

Analysis article·over 1 year ago📈 Investing In Innovation to Beat Stagflation

Brilliant summary - thank you.

Narrative·over 1 year agoBrand Strength And Global Reach Will Drive Momentum Amid Mixed Outlook

At $15 you could be looking at a 20% gain over to year end. If not, it’s a good hold for the medium term where share price growth is likely to exceed the discount rate of 8%. I need exposure to this category to balance out portfolio risk so am looking to buy.

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