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@IshfaaqPeerally "@HolySmokas $WISE"
X Link @IshfaaqPeerally 2025-09-25T03:50Z 1438 followers, 1083 engagements

"@BourbonCap Proud shareholder of $DLO and $WISE"
X Link @IshfaaqPeerally 2025-09-29T08:51Z 1438 followers, XXX engagements

"Since 2014 Booking Holdings has generated $XXXX B in operating cash flows with only $XXX B in capital expenditures and $XXXX B returned to shareholders through buybacks and dividends. In short for every dollar generated from operations only X cents had to be reinvested and XX cents could be returned to shareholders. One of the most capital efficient companies out there. At the right price I would have loved to have XXX% of my net worth in $BKNG"
X Link @IshfaaqPeerally 2025-09-29T13:21Z 1439 followers, XXX engagements

"Dlocal already up over XX% since we first bought in July. But the stock is still down XX% from all time high despite rapid revenue growth. To be fair it was not worth $18B in 2021. And neither was it worth $2B last year. I don't know when $DLO will be worth $18B again but $50B I see it as very likely by 2040. For this to happen the stock price would have to compound at an annual rate of XX% a year which is actually quite conservative"
X Link @IshfaaqPeerally 2025-10-15T12:46Z 1439 followers, XXX engagements

"Google (a US-based search engine) is now partnering with Wise one of the leading technology companies in the world. $WISE $WIZEY $GOOG"
X Link @IshfaaqPeerally 2025-08-13T08:12Z 1439 followers, 1217 engagements

"Our largest holding $WISE is now directly integrated with Pix in Brazil giving access to XXX million users. It mean Wise users can now send/receive money in Brazil without the need for an intermediate bank which is already the case in the following countries: UK EU Australia Singapore Hungary and the Philippines. Brazil is of course much bigger and fintech penetration is growing rapidly. This is also indirectly good news for $DLO as more cross-border transactions will definitely lead to more payments. DLO is already integrated with Pix and the two businesses don't overlap much"
X Link @IshfaaqPeerally 2025-10-01T05:49Z 1440 followers, 1530 engagements

"@ReneSellmann I think a big bank using the $WISE platform would be more consequential"
X Link @IshfaaqPeerally 2025-10-12T10:31Z 1438 followers, XXX engagements

"@moneyflowinvest To think that $WISE got here with mostly word-of-mouth is impressive"
X Link @IshfaaqPeerally 2025-10-12T10:34Z 1438 followers, XXX engagements

"My main issue with Duolingo is the poor capital allocation. Why are they sitting on $XXX billion in cash The IPO did not serve any purpose other than allowing the company to use its shares as currency. At this point more reinvestment won't bring additional growth. Better pay a special dividends and pay employees in cash. $DUOL"
X Link @IshfaaqPeerally 2025-10-13T09:06Z 1438 followers, 2649 engagements

"Our profits on $CELH reached XXX% today. In the last six weeks it peaked to XXX% dropped to XX% and now 150%. That's a XXX% swing in our portfolio. These swings are unavoidable. What matters long-term is how many cans of energy drink Celsius Holdings is selling all around the world and how much cash flows they are generating from it. And 15-20 years from now I believe it is going to be a very big number. With hardly any reinvestment from us"
X Link @IshfaaqPeerally 2025-10-16T14:57Z 1440 followers, XXX engagements

"What is the justification for a company which grew FCF/share by XX% since 2019 XX% FCF margin and XX% ROIC to trade at only X19 FCF Are tourists going to sleep on the streets in 2045 $BKNG"
X Link @IshfaaqPeerally 2025-10-07T14:50Z 1440 followers, 1636 engagements

"@mycreditjourney @fiscal_ai I'm not bearish on $MCO but this doesn't mean anything. It's just the nature of the business and accounting. FCF Margins or net margins are more important"
X Link @IshfaaqPeerally 2025-10-17T06:38Z 1440 followers, XXX engagements