Josh Viljoen
@thejoshviljoen
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CA(SA), CFA | Tracking the pulse of global equity markets. Tweets are not financial advice nor the views of my employer.
Cape Town, South Africa
Joined August 2012
Now do price to free cash flow less stock based comp….
$META Forward P/E 20.96 The next “cheapest” Maggy 7 is $GOOGL at 25.71 The $SPY is trading at a 22.99 forward multiple. There’s an arbitrage play somewhere here right?
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Value bros have entered the chat... Diageo ($DGE) and Pernod Ricard ($RI) forward P/E ratios
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Sygnia has been a wonderful company to hold on the JSE over the last 7 years. Annualized return of 32.7% vs the all share index at 15.3% in ZAR.
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Quatr out here dropping album covers for Q3 earnings releases
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Amazing to see how the capital intensity of the hyperscalers has ramped up over the last two years. Scary numbers being spent. Oil majors capex to sales in '14/15 doesn't even come close.
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US payments company Fiserv ($FI) down 43% at market open on earnings miss. Market reaction seems extreme.
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First Rand buying 20.1% of Optasia in an off market transaction pre-IPO
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Hefty derating in SA retailers today, most below pre-GNU multiples again
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Evolution Gaming has named competitor Playtech PLC as responsible for commissioning the 2021 short report against Evolution Gaming. Playtech down 30% on the news today.
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Interested in hearing more about the newest IPO coming to the JSE? Then tune into our webinar tomorrow at 9am. Link:
lnkd.in
This link will take you to a page that’s not on LinkedIn
This Friday, join Ray Shapiro, Daniel King and Josh Viljoen as they discuss investing in investors, an interesting new listing coming to the JSE, as well as an updated view on South Africa's currency and bonds after recent strength. Register: https://t.co/nJW4QzKGqt
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Seems I have a pesky impersonator. Please report this account 👇🏼 @thejoshvilioen If you have been getting any direct messages I can assure it is not me
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SA precious metal stocks (red) vs JSE all share excl. precious metals and Napsers/Prosus (blue)
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Constellation software ($CSU) looks really interesting around 3600 CAD
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Who knew HDDs would be one the major winners in the AI mega trend this year even outperforming Nvidia
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Satrix is lowering the TER on its MSCI world feeder from 0.35% to 0.25%, very positive for retail investors wanting long term passive exposure to global equity markets.
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$HSBK.L Halyk Bank went ex-div this week. The cumulative dividend figure since early 2022 now adds up to more than $10 per share - thus a double-bagger in DIVIDENDS ALONE over a 3.5 year timeframe.
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