Mohammad Ishfaaq Peerally - etoro Popular Investor

Mohammad Ishfaaq Peerally @IshfaaqPeerally

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

148.4%0%-148.4%

Return YTD -1.52%

Return 2Y 12.3%

Avg. Risk Score (last 7D)

Profitable Weeks 48.15%

Discussions

Mohammad Ishfaaq Peerally

Mauritius

$BKNG (Booking Holdings Inc) management rules for M&A is applicable to any investor.

Not investment advice. The author may have financial interests in the mentioned instruments.

Mohammad Ishfaaq Peerally

Mauritius

𝗥𝗼𝗼𝘁 𝗮𝗻𝗱 𝗖𝗮𝗿𝘃𝗮𝗻𝗮: 𝗟𝗲𝘀𝘀 𝗗𝗶𝗹𝘂𝘁𝗶𝗼𝗻, 𝗠𝗼𝗿𝗲 𝗔𝗺𝗯𝗶𝘁𝗶𝗼𝗻 $ROOT (Root Inc) and $CVNA (Carvana Co) announced the extension of their embedded insurance partnership to at least August 2028, extending the committed term by roughly a year. The partnership automatically renews in... Show More

Root and Carvana: Less Dilution, More Ambition

nas.com

Root and Carvana announced the extension of their embedded insurance partnership to at least August 2028, extending the committed term by roughly a year. The partnership automatically renews in successive 12-month periods unless either party gives no...

Mohammad Ishfaaq Peerally

Mauritius

𝗪𝗵𝗼 𝗮𝗿𝗲 𝗱𝗟𝗼𝗰𝗮𝗹 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗼𝗿𝘀? $DLO (dLocal Ltd.) is commonly known as the Stripe of Latin America (or even of emerging markets). But a better comparison to dLocal would be $ADYEN.NV (Adyen NV) In the developed world, Adyen and Stripe, dominate payment processing but they have... Show More

Who are dLocal competitors?

nas.com

dLocal is commonly known as the Stripe of Latin America (or even of emerging markets). But a better comparison to dLocal would be Adyen. In the developed world, the global PSPs, Adyen and Stripe, dominate payment processing but they have a different...

Mohammad Ishfaaq Peerally

Mauritius

In 2018, $BKNG (Booking Holdings Inc) CEO Glenn Fogel was boring analysts with AI. Interesting to see how the language and vision hasn't changed.

Not investment advice. The author may have financial interests in the mentioned instruments.

Mohammad Ishfaaq Peerally

Mauritius

14d

𝗧𝗵𝗲 𝗣𝗲𝗽𝘀𝗶 - 𝗖𝗲𝗹𝘀𝗶𝘂𝘀 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗺𝘂𝗺𝗯𝗼 𝗷𝘂𝗺𝗯𝗼 Determining the true earnings of $CELH (Celsius Holdings Inc.) is hard. If we look at the net income, it peaked in 2023 at $182 million and has been declining every year since then and is now at $60 million in the TTM. If... Show More

The Pepsi - Celsius accounting mumbo jumbo

nas.com

The intrinsic value of a business is the sum of its discounted future cash flows. Since it is impossible to predict the future, these future cash flows remain uncertain. But sometimes it is easier to determine them. If you’re the only retailer in t...

Mohammad Ishfaaq Peerally

Mauritius

15d

Exactly a year ago, our portfolio peaked. Since then, it crashed by 22% and is now about 6.5% down from all time high. Compared to the $SPX500 which gained 18% in that period, it would seem that our performance is a disaster. I agree. There were some mistakes from 2024, namely $LULU (Lululemon Athletica... Show More

Mohammad Ishfaaq Peerally

Mauritius

16d

𝗦𝗰𝗮𝗹𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗲𝘀 𝗦𝗵𝗮𝗿𝗲𝗱 We often hear of companies having a strong moat when they have pricing power, that is, able to raise prices without losing customers. But there’s also the other opposite, companies that strengthen their moat by lowering prices for customers. This is the concept... Show More

Mohammad Ishfaaq Peerally

Mauritius

18d

Auto insurance prices keep falling. $ROOT (Root Inc) not spending much on ads is wise. The competitors are outspending each other to gain new customers who will pay less for insurance. This is not a viable economic model. Root can increase spending when the others are trying to maintain profitability. $PGR... Show More

Mohammad Ishfaaq Peerally

Mauritius

19d

I asked ChatGPT Work to look through all my past conversations and notes and rate the businesses I own to how deep I know them. It had to look at not just the company but also the competitors, regulations, and much more. Without surprise, $WISE.L (Wise Ltd) was on top of the list, followed by $DLO... Show More