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@tmukogo Avatar @tmukogo Tinashe Mukogo

Tinashe Mukogo posts on X about inflation, finance, behind the, rates the most. They currently have XXXXXX followers and 1172 posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXXXXX #

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Social category influence finance currencies countries travel destinations exchanges

Social topic influence inflation, finance, behind the, rates, make your, stocks, exchanges, malawi, ghana, london

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Top posts by engagements in the last XX hours

"Thanks for reading I write on the finance & strategy behind the most important companies in Africa and the World. Follow me @tmukogo for more. Please comment on / repost the below tweet I would love to get your feedback"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, 1368 engagements

"Return on Equity (ROE) measures how much net income you generate from your Equity (essentially your assets less liabilities). When comparing ROE between companies the best practice is to compare ROE for similar businesses. The indirect implication of this is that if companies have vastly different ROEs then its a sign that their business models are very different. While Capitec Standard Bank ABSA and Nedbank are all banks the significant gap between Capitec's ROE and the others indicates that it operates with a distinctly different business model"
X Link @tmukogo 2025-10-07T14:30Z 25.8K followers, 3405 engagements

"@baba_nyenyedzi The blended rate would also need looking at FX rates. It probably would be closer to the USD XX% and maybe even lower if the fall in FX rate was more than inflation"
X Link @tmukogo 2025-10-14T16:39Z 25.8K followers, XXX engagements

"So a few questions to reflect on as we end. - Are you allocating your time effort and capital toward the opportunities that have the highest return or are you withholding resources out of fear of what might happen - Are you waiting for clarity that will never come to make your next bold move - Is the capital you are investing generating positive returns and if so why are you not trying to invest more"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, 1122 engagements

"African Stocks are on fire🔥 Five of the XX best-performing stock exchanges in the world are in Africa. Malawi is up over 200%. Ghana over 100%. Many others are well above 30%. All in USD terms What does this mean Does the stock market reflect the economy Let's unpack"
X Link @tmukogo 2025-10-08T15:33Z 25.8K followers, 9399 engagements

"This shows the impact of pension fund capital allocations in capital markets. If pension fund allocations can tank London Stock Exchange how much more Zimbabwean Stock Exchange. Currently Pension funds are heavily weighted into property and much lower in Equities in Zim"
X Link @tmukogo 2025-10-03T02:20Z 25.8K followers, 2559 engagements

"Hungry Lion just invested in Zimbabwe. Are they crazy In a 2024 Rand Merchant Bank report Zimbabwe ranked last among African countries to invest in. So why is Hunry Lion entering a market others are running away from This could be the answer.👇 PS: Follow @tmukogo for more"
X Link @tmukogo 2025-08-12T14:50Z 25.8K followers, 26.6K engagements

"While most Zimbabwean companies are struggling to grow Innscor just added $XXX million in revenue in one year. That's more than Dairiboard's entire revenue. Here's the full breakdown of Innscor's Results including the big lesson for any business leader. Let's Unpack"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, 20.1K engagements

"The higher risk however has also resulted in more profitable loans as Capitec has a net interest margin of around X% compared to other banks which range between X% and 5%. Capitec also has a significantly lower cost-to-income ratio (the amount spent to generate income) of around XX% compared to most other banks which are typically around XX% or higher. All this combined results in a significantly higher ROE as shown in the earlier chart. The big gap between these ratios further demonstrates that Capitec's business model is unique and it has not had like-for-like competition for years. It also"
X Link @tmukogo 2025-10-07T14:30Z 25.8K followers, 2970 engagements

"Wheres the Money Whats the Move A common trend among top-performing companies whether in terms of growth like Innscor or stock returns like First Capital is that they are capitalising on current opportunities without trying to overengineer the future. As mentioned in an earlier post Zimbabweans suffer from a condition I refer to as Hyperinflation Induced Trauma that can paralyse taking action due to a fear that hyperinflation will return again. While the fear is understandable it may not be the best way to make decisions. As Warren Buffett says to make money you often need to be greedy when"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, XXX engagements

"What type of business podcast with African + Global interest do you think is missing currently"
X Link @tmukogo 2025-10-11T18:38Z 25.8K followers, 6252 engagements

"This is perhaps why Old Mutual decided to establish a new bank from scratch despite its previous involvement in banking through Nedbank which it controlled until 2018. To compete in the space Capitec has dominated Old Mutual couldnt remodel an existing bank; it needed to build a new bank tailored to the segment and strategy it is targeting. Thats where OM Bank comes in"
X Link @tmukogo 2025-10-07T14:30Z 25.8K followers, 3175 engagements

"What is driving this growth We will unpack that later on but for now we also need to examine the profit which came in at $XX million resulting in a net profit margin of XXX% down from XXX% last year. The EBITDA margin (which can represent operating profit) was also down from XXX% to 8.9%. If there is an area where Innscor would want to improve it is in profitability"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, 1421 engagements

"In recent years the emphasis has shifted to internal investment resulting in massive growth in capital expenditure (CAPEX). Annual CAPEX rose from $X million in 2020 to more than $XX million in 2024. Innscor is also not slowing down. As of the year ended June XX 2025 the company has committed another $XX million in CAPEX indicating further growth is expected in the future. While more and more companies are hedging by holding property for example Innscor appears to be pushing full speed ahead despite discussions about phasing out the US dollar by 2030. It appears that the Innscor approach is"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, 1111 engagements

"While revenue growth has been excellent profit has suffered. The below shows Innscors Revenue and EBITDA margin and you can clearly see that it has been dropping from around XX% to 9%. That is $XX million worth of EBITDA"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, 1270 engagements

"@trmurerekwa Seems like a good trade"
X Link @tmukogo 2025-10-13T17:43Z 25.8K followers, XXX engagements

"China seems to have an edge in all negotiations now. This is a big walk back that also happend very quickly. The US needs China big time"
X Link @tmukogo 2025-10-12T18:54Z 25.8K followers, 6531 engagements

"Innscors Financial Results Innscor posted a solid set of numbers with the highlight being revenue growth of XX% to reach $XXXX billion. That increase from last year was $XXX million. To put that growth into perspective it represents more revenue than Dairiboard which holds a XX% market share in the country's milk market"
X Link @tmukogo 2025-10-14T14:59Z 25.8K followers, 1593 engagements

"Capitec is one of the most successful banks in Africa and at one point in the year it became the most valuable bank. Its share price has increased by a staggering XXX thousand per cent since its IPO. For context if you had invested R1000 when it went public you would have over R2 million today"
X Link @tmukogo 2025-10-07T14:30Z 25.8K followers, 3885 engagements

"I couldn't understand why Old Mutual would launch OM Bank until I looked at this chart comparing Capitec's Return on Equity to that of other banks. Then it made sense. It also highlights an important lesson that every business leader should know. Lets unpack"
X Link @tmukogo 2025-10-07T14:30Z 25.8K followers, 41K engagements

"See this differently Mukoma. Missed the original discussion but to come up with blended inflation you would need to factor in the FX rate. More appropriate approach is comparing revenues with USD inflation of XX% for companies reporting in USD"
X Link @tmukogo 2025-10-14T16:37Z 25.8K followers, 7130 engagements

"Gold is actually the worst-performing of the four precious metals. Is Zimplats undervalued as Platinum outpaces Gold Gold has performed well rising XX% year to date but other metals have done even better. Platinum: The top performer rising 84%. Silver: Also hit a record high and has climbed XX% Palladium: Shot up last month and is now up 61%. With the above in mind it makes you wonder if there are some precious metal stocks with pent-up upside. Platinum miner Zimplats comes to mind especially when comparing it to gold miner Caledonia. Caledonia is up over XXX% this year while Zimplats is up"
X Link @tmukogo 2025-10-13T14:38Z 25.8K followers, 11.4K engagements