Mohammad Ishfaaq Peerally
Mohammad Ishfaaq Peerally@IshfaaqPeerally

Performance
All

-1.62%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
In 2013, $NKE (NIKE) had X16 the sales of $LULU. In 2023, only X5. What's the best argument for investing in Nike over Lululemon?
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IshfaaqPeerally
I have no way of predicting consumer sentiment but the market certainly punishes stocks such $CROX (Crocs Inc) and $LULU (Lululemon Athletica Inc) when consumer sentiment is going down. That's why even though both companies were undervalued for a long time, I waited for a big margin of safety before... Show More
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IshfaaqPeerally
I finally own at least one full share of $BKNG. I hope they never split. Probably $45,000 a share before 2040.
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$LULU (Lululemon Athletica Inc) has been in limbo of not being expensive enough to take profits and not cheap enough to buy more in the last 2 quarters. The good news is that while we wait, our ownership of the company increases due to buybacks. $NKE (NIKE) $CROX (Crocs Inc) $BKNG (Booking Holdings... Show More
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IshfaaqPeerally
$PEP (PepsiCo) buying a healthy soda brand is good news for $CELH (Celsius Holdings Inc.), where Pepsi is already a preferred shareholder and is responsible for distribution. This shows that Pepsi is committed to healthier products. $MNST (Monster Beverage Corp) $KO (Coca-Cola)
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IshfaaqPeerally
When all your profits go into rewarding shareholders. As it should. $ADBE (Adobe Systems Inc) is one of the rare tech companies not absurdly increasing capex to build AI infrastructure, instead relying on R&D to improve products and leveraging the infrastructures of $AMZN (Amazon.com Inc) and $MSFT.... Show More
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IshfaaqPeerally
𝗧𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗿𝗮𝘀𝗵 𝗶𝘀 𝗛𝗲𝗿𝗲! The market is now at the same level as July 2024, erasing 8 months of gains. Is it time to buy or should we wait for it to fall further? It is impossible to know for sure what will happen next in the market but the way we react to this downturn will determine... Show More
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IshfaaqPeerally
AT X19 FCF, $BKNG (Booking Holdings Inc) is a BUY. You can be sure that the company is buying back shares.
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IshfaaqPeerally
Closed some FDJ Trades. $FDJU.PA (FDJ United) has been one of our top positions for the past few months and I believe that it is still undervalued. But I had to close some trades at a loss. The reason is because of capital allocation. The only way that FDJ returns cash to shareholders is through... Show More
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IshfaaqPeerally
$WISE.L (Wise Ltd) has larger transaction volume than $RELY (Remitly Global Inc), larger number of active customers, and larger average transaction per active consumer. Wise is looking attractive again and if the price keeps falling, we will be buying more soon. It would be great to have 25% of our... Show More
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About IshfaaqPeerally
Mauritius

Popular Investor since 2017, exploiting market inefficiencies with 30%+ annual returns
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The portfolio demonstrates a significant allocation to individual stocks, which may indicate a higher level of risk compared to a more diversified portfolio. This concentration suggests the potential for higher returns but also increases vulnerability to market fluctuations.