Mohammad Ishfaaq Peerally
Mohammad Ishfaaq Peerally@IshfaaqPeerally

Performance
All

-5.31%2025
2025
16.63%2024
2024
9.51%2023
2023
-14.49%2022
2022
148.38%2021
2021
41.18%2020
2020
29.72%2019
2019
-19.12%2018
2018
120.13%2017
2017
-22.84%2016
2016
148.4%0%-148.4%
Top
IshfaaqPeerally
I think $GOOG (Alphabet) is fairly valued. But I can buy great companies at 40% discount. Doesn't make sense to invest in Google now. If the price falls further by 30%, then, I can reconsider. An excellent company at 30% discount or a great one at 40%? It's all about opportunity costs.
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IshfaaqPeerally
I've been quiet inactive for the past few weeks. And that's mainly for two reasons: 1. I've been working on a book. 2. I was traveling (mainly to Thailand for the Asia Value Investing Conference) I've got the opportunity to do a lot of thinking during this time. Especially, on the... Show More
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IshfaaqPeerally
It would be impossible for anyone to try to disrupt the current cross-border money transfer from scratch. The only reason $WISE.L (Wise Ltd) can do it is because they spent years building the infrastructure. THIS IS A MOAT.
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IshfaaqPeerally
Looks like Chinese economy already bottomed. Of course, we have the whole tariff situation. 15% of all Chinese exports still go to the USA. But not as bad as the debt crisis they faced recently. $BABA (Alibaba-ADR) $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) $CHINA50 $0941.HK (China Mobile)
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IshfaaqPeerally
I have an order for $WISE.L (Wise Ltd) at ยฃ875. Shares bottomed at ยฃ878 ๐Ÿ˜… Are we going back there? ๐Ÿ‘€
IshfaaqPeerally
๐—ช๐—ต๐˜† ๐—ฝ๐˜‚๐˜ ๐—ฎ๐—ฟ๐˜๐—ถ๐—ณ๐—ถ๐—ฐ๐—ถ๐—ฎ๐—น ๐—น๐—ถ๐—บ๐—ถ๐˜๐˜€ ๐—ผ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ? My portfolio has returned 30.0% annualized vs 13.8% for the S&P500 with dividends reinvested since inception (September 2016). If I had to name the 5 companies that contributed the most to these gains (as in how much... Show More
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IshfaaqPeerally
It is impossible to time the bottom, but worse is to miss it. $SPX500 $RTY $CROX (Crocs Inc) $BABA (Alibaba-ADR)
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IshfaaqPeerally
๐—œ'๐—บ ๐—•๐˜‚๐˜†๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ๐˜€๐—ฒ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ก๐—ผ๐˜„ The problem whenever the market is so volatile is that you don't know when to buy. You don't want to buy too early and at the same time, you don't want to miss the opportunities. Yesterday was one of my most active days in recent... Show More
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IshfaaqPeerally
It is for days like today that we need to stay invested. $SPX500 $WISE.L (Wise Ltd) $CROX (Crocs Inc) $LULU (Lululemon Athletica Inc)
IshfaaqPeerally
๐—ง๐—ต๐—ฒ ๐—ฏ๐—ฒ๐˜€๐˜ ๐—ฑ๐—ฎ๐˜†๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐˜‚๐˜€๐˜‚๐—ฎ๐—น๐—น๐˜† ๐—ฑ๐˜‚๐—ฟ๐—ถ๐—ป๐—ด ๐—ฏ๐—ฒ๐—ฎ๐—ฟ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ If you look at a list of the best and worst days for the market, you will notice something interesting. They are near each other. About half of the best days in the market from 1995 to 2024 were during bear markets... Show More
IshfaaqPeerally
Looks like I bought at the right time ๐Ÿ˜‚ $SPX500 $NSDQ100 $CHINA50 $BABA (Alibaba-ADR)
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About IshfaaqPeerally
Mauritius
Strategy: Value

Popular Investor since 2017, exploiting market inefficiencies with 30%+ annual returns
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