# ![@IshfaaqPeerally Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::127272472.png) @IshfaaqPeerally Ishfaaq Peerally

Ishfaaq Peerally posts on X about $evo, $evvty, $bkng, wise the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::127272472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::127272472/c:line/m:interactions.svg)

- [--] Week [-----] +17%
- [--] Month [------] -26%
- [--] Months [-------] +234%
- [--] Year [-------] +105%

### Mentions: [--] [#](/creator/twitter::127272472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::127272472/c:line/m:posts_active.svg)

- [--] Week [--] +11%
- [--] Month [--] -17%
- [--] Months [---] +36%
- [--] Year [---] +49%

### Followers: [-----] [#](/creator/twitter::127272472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::127272472/c:line/m:followers.svg)

- [--] Week [-----] +0.74%
- [--] Month [-----] +1.80%
- [--] Months [-----] +8.70%
- [--] Year [-----] +19%

### CreatorRank: [---------] [#](/creator/twitter::127272472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::127272472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  57% [finance](/list/finance)  28% [cryptocurrencies](/list/cryptocurrencies)  14% [technology brands](/list/technology-brands)  10% [countries](/list/countries)  6% [travel destinations](/list/travel-destinations)  2% [exchanges](/list/exchanges)  2% [products](/list/products)  1% [currencies](/list/currencies)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$evo](/topic/$evo) 20%, [$evvty](/topic/$evvty) 18%, [$bkng](/topic/$bkng) #8, [wise](/topic/wise) #1154, [$wise](/topic/$wise) #3, [in the](/topic/in-the) 8%, [credit cards](/topic/credit-cards) 4%, [$dlo](/topic/$dlo) 3%, [evo](/topic/evo) 3%, [more than](/topic/more-than) 3%

**Top accounts mentioned or mentioned by**
[@dudewhoinvests](/creator/undefined) [@fcompounders](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dutchinvestors](/creator/undefined) [@inborntemper](/creator/undefined) [@benjamindekr](/creator/undefined) [@m1nvest](/creator/undefined) [@realroseceline](/creator/undefined) [@themotleyfool](/creator/undefined) [@fiscalai](/creator/undefined) [@greendragonhq](/creator/undefined) [@jessecoheninv](/creator/undefined) [@billackman](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@qualtrim](/creator/undefined) [@kekiussage](/creator/undefined) [@tacticzh](/creator/undefined) [@appyortho](/creator/undefined) [@michaelbuttonx](/creator/undefined) [@bolshegold](/creator/undefined)

**Top assets mentioned**
[Evotec SE (EVO)](/topic/$evo) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Wise (WISE)](/topic/$wise) [DLocal Limited (DLO)](/topic/$dlo) [Apple, Inc. (AAPL)](/topic/$aapl) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Crocs, Inc. (CROX)](/topic/$crox) [The Root Network (ROOT)](/topic/$root) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Mastercard, Inc. (MA)](/topic/$ma) [Adobe, Inc. (ADBE)](/topic/$adbe) [GameStop, Corp. (GME)](/topic/$gme) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Western Union Co (WU)](/topic/$wu) [Bitcoin (BTC)](/topic/bitcoin) [Expedia Group Inc (EXPE)](/topic/$expe) [SPDR GOLD ETF (GLD)](/topic/$gld) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [JPMorgan Chase (JPM)](/topic/$jpm) [ICL Group Ltd. (ICL)](/topic/$icl) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [The Scotts Miracle-Gro Company (SMG)](/topic/$smg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BKNG generated $3B in FCF on $15B of capital in [----]. In the TTM $8.3 B in FCF on $12.7B of capital with 36% fewer shares. Very few companies are capable of this"  
[X Link](https://x.com/IshfaaqPeerally/status/2021201539969450427)  2026-02-10T12:36Z [----] followers, [---] engagements


"This doesn't make any sense. $WISE"  
[X Link](https://x.com/IshfaaqPeerally/status/2011061270871781735)  2026-01-13T13:02Z [----] followers, [----] engagements


"I halved my $CROX position yesterday. If I worry about earnings it is either because the company is not worth owning anymore or I own too much and I would rather put the cash to work somewhere else where it will compound more. It was the latter for Crocs. Did I give up on a few extra percentage points Yes. But I prefer sleeping well at night. https://twitter.com/i/web/status/2021925830356562164 https://twitter.com/i/web/status/2021925830356562164"  
[X Link](https://x.com/IshfaaqPeerally/status/2021925830356562164)  2026-02-12T12:34Z [----] followers, [---] engagements


"Never understood why $WISE can be so volatile on any random day"  
[X Link](https://x.com/IshfaaqPeerally/status/2022548643878764860)  2026-02-14T05:49Z [----] followers, [---] engagements


"@F_Compounders I would rather own $WISE"  
[X Link](https://x.com/IshfaaqPeerally/status/2012892112426070454)  2026-01-18T14:17Z [----] followers, [----] engagements


"Booking Holdings now my third largest position. It's a low risk investment requiring a small margin of safety. I just buy whenever I have the chance and don't think much about it. $BKNG"  
[X Link](https://x.com/IshfaaqPeerally/status/2014207887296405932)  2026-01-22T05:25Z [----] followers, [---] engagements


"@realroseceline I made only one new investment last year $DLO"  
[X Link](https://x.com/IshfaaqPeerally/status/2016521003438944572)  2026-01-28T14:37Z [----] followers, [---] engagements


"@themotleyfool Western Union $WU"  
[X Link](https://x.com/IshfaaqPeerally/status/2016788210056114525)  2026-01-29T08:19Z [----] followers, [----] engagements


"Is this why $BKNG dropping by 6% Anyway I'm buying"  
[X Link](https://x.com/IshfaaqPeerally/status/2018706366030873015)  2026-02-03T15:21Z [----] followers, [----] engagements


"Booking Holdings still trading at X18 FCF $BKNG"  
[X Link](https://x.com/IshfaaqPeerally/status/2018913615223390251)  2026-02-04T05:04Z [----] followers, [----] engagements


"$EVO earnings"  
[X Link](https://x.com/IshfaaqPeerally/status/2019298720869937499)  2026-02-05T06:35Z [----] followers, [----] engagements


"Auto-insurance is hard. But I like the ambition. $ROOT"  
[X Link](https://x.com/IshfaaqPeerally/status/2020378725439926428)  2026-02-08T06:06Z [----] followers, [---] engagements


"@F_Compounders $BKNG"  
[X Link](https://x.com/IshfaaqPeerally/status/2021079770398687287)  2026-02-10T04:32Z [----] followers, [---] engagements


"Robinhood stock price and Bitcoin correlation. $HOOD $BTC"  
[X Link](https://x.com/IshfaaqPeerally/status/2021847467894173816)  2026-02-12T07:22Z [----] followers, [---] engagements


"What does this tell us about about the "investors" on Robinhood if the largest market share is in the options market $HOOD"  
[X Link](https://x.com/IshfaaqPeerally/status/2021847883985650002)  2026-02-12T07:24Z [----] followers, [---] engagements


"Dlocal is more than just a payment rail. It is usually the merchant of records where it operates handling all the compliance taxes and regulations. Something big merchants won't bother doing. $DLO"  
[X Link](https://x.com/IshfaaqPeerally/status/2021860505800024088)  2026-02-12T08:14Z [----] followers, [---] engagements


"Come on Mr. Market grow up The S&P500 is down 2.5% from all time high. My portfolio is down 20% in the last three months you don't see me crying. All that matters is that [--] years from now more transactions are going to take place through $WISE.L . People will be drinking more healthy energy drinks around the world most probably made by $CELH. And more people will be traveling and will probably book their hotels and activities on $BKNG. Unless you believe that the world is coming to an end or tourists will be sleeping on the streets there is no reason to panic and to be fearful."  
[X Link](https://x.com/IshfaaqPeerally/status/1989317412747907405)  2025-11-14T13:00Z [----] followers, [---] engagements


"$WISE card and other revenues now over half of cross-border revenues"  
[X Link](https://x.com/IshfaaqPeerally/status/2013848525629521936)  2026-01-21T05:37Z [----] followers, [---] engagements


"From the @fiscal_ai article on $WISE"  
[X Link](https://x.com/IshfaaqPeerally/status/2020733447145189756)  2026-02-09T05:36Z [----] followers, [---] engagements


"$BKNG can easily grow its intrinsic value per share by 10% annually for the next [--] years. At current price that could return about 15% annually. There's another company that could be a ten-bagger (25% annual growth in the next [--] years) if everything goes right. Do I want a 99% certain 15% yield or 50% certain 25% yield https://twitter.com/i/web/status/2021224174929293780 https://twitter.com/i/web/status/2021224174929293780"  
[X Link](https://x.com/IshfaaqPeerally/status/2021224174929293780)  2026-02-10T14:06Z [----] followers, [---] engagements


"@greendragonhq I know this is not true. But only Thomas Jefferson would be 130+"  
[X Link](https://x.com/IshfaaqPeerally/status/2022216604172660816)  2026-02-13T07:49Z [----] followers, [---] engagements


"$EXPE just gave up competing with $BKNG and chose to focus on B2B"  
[X Link](https://x.com/IshfaaqPeerally/status/2022631454849532310)  2026-02-14T11:18Z [----] followers, [---] engagements


"@QualityInvest5 Could lead to fewer credit cards in circulation. So they are affected"  
[X Link](https://x.com/IshfaaqPeerally/status/2009877388000407890)  2026-01-10T06:38Z [----] followers, 36.9K engagements


"@JesseCohenInv So no insider confirmation yet on Polymarket"  
[X Link](https://x.com/IshfaaqPeerally/status/2009877623791595942)  2026-01-10T06:39Z [----] followers, 17.4K engagements


"@QualityInvest5 It's not like banks will issue credit cards to everyone below 10%. They will be more choosy. BNPL might be the winners from this"  
[X Link](https://x.com/IshfaaqPeerally/status/2009897158435049679)  2026-01-10T07:56Z [----] followers, 12.5K engagements


"@BillAckman @realDonaldTrump Yeah thats the issue. Its not like the issuers will be able to give everyone below 10% rates. They are just going to limit supply. Or offer worse alternatives. If you think hard enough there are always loopholes"  
[X Link](https://x.com/IshfaaqPeerally/status/2009983411495333965)  2026-01-10T13:39Z [----] followers, [----] engagements


"@qualtrim Its wrong to think that $V and $MA will not be affected. If less credit cards are issued It means less transactions for them"  
[X Link](https://x.com/IshfaaqPeerally/status/2009984152423281045)  2026-01-10T13:42Z [----] followers, [----] engagements


"@DudeWhoInvests It also means fewer credit cards and fewer transactions. They are impacted"  
[X Link](https://x.com/IshfaaqPeerally/status/2010207378713784748)  2026-01-11T04:29Z [----] followers, [---] engagements


"@Kekius_Sage The most fascinating part is that the interactions are just photons (light)"  
[X Link](https://x.com/IshfaaqPeerally/status/2010586619427127498)  2026-01-12T05:36Z [----] followers, 17.1K engagements


"@TacticzH What makes Buffett is the only one who didn't put a limit on growth. I'm sure he could have got better than 20% if he chose not to keep growing his "fund". He chose absolute returns instead"  
[X Link](https://x.com/IshfaaqPeerally/status/2010587613988806790)  2026-01-12T05:40Z [----] followers, [---] engagements


"@DutchInvestors @InbornTemper It's what makes $WISE different from the competitors. Everyone is trying to compete with the banks. Wise is building the plumbing in the background. It might be only 5% of transactions today but the bigger it gets the more ingrained it is in the financial system"  
[X Link](https://x.com/IshfaaqPeerally/status/2010609417763389697)  2026-01-12T07:06Z [----] followers, [---] engagements


"@InbornTemper @DutchInvestors It is but long-term it sees them more as partners"  
[X Link](https://x.com/IshfaaqPeerally/status/2010634911301169559)  2026-01-12T08:48Z [----] followers, [--] engagements


"Everyone seems confused about the credit card thing. is $V and $MA affected Who are the winners and losers. I answered all these question on my newsletter. 👇"  
[X Link](https://x.com/IshfaaqPeerally/status/2010740844417196476)  2026-01-12T15:49Z [----] followers, [---] engagements


"Read the post on Substack: https://ishfaaqpeerally.substack.com/p/trumps-credit-card-cap-winners-and https://ishfaaqpeerally.substack.com/p/trumps-credit-card-cap-winners-and"  
[X Link](https://x.com/IshfaaqPeerally/status/2010740885949190379)  2026-01-12T15:49Z [----] followers, [--] engagements


"@AppyOrtho Apple had a big impact on that. Let's hope the bright orange iPhone [--] Pro is not the last. $AAPL"  
[X Link](https://x.com/IshfaaqPeerally/status/2010759441654956431)  2026-01-12T17:03Z [----] followers, 14K engagements


"@MichaelButtonX It's the collection of brains that makes us special"  
[X Link](https://x.com/IshfaaqPeerally/status/2010923815560261687)  2026-01-13T03:56Z [----] followers, [----] engagements


"@bolshegold I agree that buybacks are better than dividends here but at the same time $EVO can pay lower taxes because of their dividends. Tax rate are 35% in Malta if they don't pay dividends and only 5% if they do"  
[X Link](https://x.com/IshfaaqPeerally/status/2010940639173582927)  2026-01-13T05:03Z [----] followers, [---] engagements


"@sidecarcap Glenn Fogel of $BKNG"  
[X Link](https://x.com/IshfaaqPeerally/status/2010948997754528074)  2026-01-13T05:36Z [----] followers, [----] engagements


"@BenjaminDEKR ChatGPT doesnt integrate well. Its a standalone product"  
[X Link](https://x.com/IshfaaqPeerally/status/2010949307940127137)  2026-01-13T05:37Z [----] followers, 14.3K engagements


"ChatGPT is more of a social media than a search engine. That's why the memory feature is so much better than the competition. @BenjaminDEKR ChatGPT doesnt integrate well. Its a standalone product. @BenjaminDEKR ChatGPT doesnt integrate well. Its a standalone product"  
[X Link](https://x.com/IshfaaqPeerally/status/2011061641421480317)  2026-01-13T13:03Z [----] followers, [---] engagements


"@DudeWhoInvests Professionals will still use $ADBE. They are likely going to lose amateur users or small businesses which can easily replace Adobe products with something better/cheaper"  
[X Link](https://x.com/IshfaaqPeerally/status/2011291032361812329)  2026-01-14T04:15Z [----] followers, [---] engagements


"$ROOT technology is improving"  
[X Link](https://x.com/IshfaaqPeerally/status/2011352074760675744)  2026-01-14T08:17Z [----] followers, [---] engagements


""Stocks outperform all other asset classes." SOME STOCKS"  
[X Link](https://x.com/IshfaaqPeerally/status/2011674073819152508)  2026-01-15T05:37Z [----] followers, [--] engagements


"@M1nvest Let's hope so. But at the same time I'm sure Polymarkets and the likes are contributing to much of this growth"  
[X Link](https://x.com/IshfaaqPeerally/status/2011773931703976257)  2026-01-15T12:14Z [----] followers, [---] engagements


"@DudeWhoInvests At $280 I'll be interested in $ADBE"  
[X Link](https://x.com/IshfaaqPeerally/status/2011995517895553369)  2026-01-16T02:54Z [----] followers, [---] engagements


"@JonErlichman $AAPL will dominate if we look at profits (FCF)"  
[X Link](https://x.com/IshfaaqPeerally/status/2012069504579260472)  2026-01-16T07:48Z [----] followers, [----] engagements


"@StockMKTNewz @13radar_com With the buybacks the ownership will go back to before the selloff in a few decades"  
[X Link](https://x.com/IshfaaqPeerally/status/2013115318864957553)  2026-01-19T05:04Z [----] followers, [---] engagements


"@TheREALMADriD94 That's just 1% 😂"  
[X Link](https://x.com/IshfaaqPeerally/status/2013556141767225617)  2026-01-20T10:16Z [----] followers, [---] engagements


"@M1nvest @adinross Why does the dealer look sad At $EVO they are all smiling"  
[X Link](https://x.com/IshfaaqPeerally/status/2014190404829138969)  2026-01-22T04:16Z [----] followers, [---] engagements


"@DeepIceValue Restructuring his fund into a family office from what I heard"  
[X Link](https://x.com/IshfaaqPeerally/status/2014547486086484040)  2026-01-23T03:55Z [----] followers, [----] engagements


"@MichaelAArouet St. Petersburg Russia"  
[X Link](https://x.com/IshfaaqPeerally/status/2015032284110262748)  2026-01-24T12:01Z [----] followers, [----] engagements


"For the 5th anniversary of the GameStop short squeeze Im making all my research and analysis from [----] till the short squeeze public. Fully annotated from [----]. Will be probably [---] pages. Will be ready next week. $GME"  
[X Link](https://x.com/IshfaaqPeerally/status/2015074926919557470)  2026-01-24T14:51Z [----] followers, [---] engagements


"Polymetal Stock $POLY.L gained 48% while Gold prices $GLD gained 24% Silver prices $SLV 47% and the Gold miners ETF GDX $GDX 23%. Full analysis: https://www.ishfaaqpeerally.com/post/polymetal-international-fy20-earnings-analysis https://www.ishfaaqpeerally.com/post/polymetal-international-fy20-earnings-analysis"  
[X Link](https://x.com/IshfaaqPeerally/status/1369566170051878913)  2021-03-10T08:29Z [----] followers, [--] engagements


"Skyworks Solutions losing their exclusivity to $AAPL (their large North American customer). For some time $SWKS was the largest position in my portfolio at +20% and that was the main risk its big exposure to Apple (60% of revenues at the time). I took profits a few years ago. The lesson learned is that semiconductors are non-fungible commodities. Sooner or later someone will come up with a cheaper smaller and better product. It's an industry best to avoid. https://twitter.com/i/web/status/1887392913094812064 https://twitter.com/i/web/status/1887392913094812064"  
[X Link](https://x.com/IshfaaqPeerally/status/1887392913094812064)  2025-02-06T06:48Z [----] followers, [----] engagements


"Evolution's revenue per table is EUR [---] million $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1935653517357912498)  2025-06-19T10:58Z [----] followers, [----] engagements


"Evolution signs exclusive agreement with Hasbro $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1940358767633404331)  2025-07-02T10:35Z [----] followers, [---] engagements


"Bloomberg reports that Black Cube (a private investigation firm) filed an affidavit in a New Jersey court alleging it secretly recorded Evolution executives (20212024) acknowledging that the companys games reached sanctioned and illegal markets. This ties to Evolutions defamation suit over a [----] report. The company denies knowledge. Since this is part of a civil defamation suit by Evolution they cannot be found liable. But the case could be dismissed. However regulators can certainly open further probes on Evolution. Following the [----] report several US states and the UK opened probes and no"  
[X Link](https://x.com/IshfaaqPeerally/status/1955535910533042181)  2025-08-13T07:44Z [----] followers, [---] 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](https://x.com/IshfaaqPeerally/status/1955542844287914216)  2025-08-13T08:12Z [----] followers, [----] engagements


"Let's talk about incentives. Why now when the stock is finally recovering And who paid the private investigator $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1955620917519990887)  2025-08-13T13:22Z [----] followers, [---] engagements


"Evolution repurchased [-----] shares the day the stock dropped 10%. A total of [------] last week vs an average around 150000-175000 previously. That's excellent and opportunistic capital allocation. $EVVTY $EVO"  
[X Link](https://x.com/IshfaaqPeerally/status/1957354558088159520)  2025-08-18T08:11Z [----] followers, [----] engagements


"Energy drink sales and hotel rooms booked had a bigger impact on my portfolio this week than Jay Powell's speech. In the long-term fundamentals matter more than interest rates. $CELH $BKNG $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1958905104481804477)  2025-08-22T14:52Z [----] followers, [---] engagements


"Evolution repurchased [------] shares last week. The buyback yield is currently about 4% which means that you own 4% more of the company each year by doing nothing. $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1959944436412186974)  2025-08-25T11:42Z [----] followers, [----] engagements


"Evolution repurchased [------] shares last week including [-----] on the day the stock price dropped by 3%. This was probably in the rules given to Citibank on how to execute the repurchases: BUY MORE ON BAD NEWS. $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1962467841195872365)  2025-09-01T10:49Z [----] followers, [----] engagements


"Evolution repurchased [------] last week. I'm sure this is the biggest weekly repurchased I've seen for this company. $EVVTY $EVO"  
[X Link](https://x.com/IshfaaqPeerally/status/1965051551174787351)  2025-09-08T13:56Z [----] followers, [----] engagements


"Evolution repurchased about 1% of shares outstanding in the last [--] months. $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1970056447557079256)  2025-09-22T09:23Z [----] followers, [----] engagements


"More share repurchases from $EVO last week. It will resume after the third quarter report in about a month. $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1972630745920463132)  2025-09-29T11:53Z [----] followers, [----] engagements


"$EVO studios are still operational. $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1973679934356033748)  2025-10-02T09:22Z [----] followers, 11.8K engagements


"$EVO stock down 4% after the news that their partner in the Philippines where Evolution started a studio in July got its license revoked. It is the partner's B2C license that got revoked. Evolution is in the B2B business. $EVVTY $EVO studios are still operational. $EVVTY https://t.co/1fk8oCKWQ5 $EVO studios are still operational. $EVVTY https://t.co/1fk8oCKWQ5"  
[X Link](https://x.com/IshfaaqPeerally/status/1973681898938655011)  2025-10-02T09:30Z [----] followers, [----] engagements


"As soon as I posted that the stock recovered 👀 $EVO $EVVTY $EVO studios are still operational. $EVVTY https://t.co/1fk8oCKWQ5 $EVO studios are still operational. $EVVTY https://t.co/1fk8oCKWQ5"  
[X Link](https://x.com/IshfaaqPeerally/status/1973750118206833125)  2025-10-02T14:01Z [----] followers, [----] engagements


"A very smart analyst from $JPM just downgraded $EVO expecting that a company growing revenues by only 8% (as per their calculations) should trade with a forward P/FCF of X9.6 Disclaimer: It's sarcasm. There is no such thing as a smart analyst. $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1974023033158242481)  2025-10-03T08:05Z [----] followers, [----] engagements


"When your business moat is so strong that your competitors need to resort to illegal means to get to you. $EVO $EVVTY $PTEC"  
[X Link](https://x.com/IshfaaqPeerally/status/1980600226353471738)  2025-10-21T11:41Z [----] followers, [----] engagements


"Evolution repurchased 0.4% of shares outstanding in the last three weeks. Buying more when the price falls. You can only do that if you have a strong balance sheet with efficient cash flow generation. $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1990326779723301186)  2025-11-17T07:50Z [----] followers, [----] engagements


"432000 shares repurchased last week. I think that's the record so far for Evolution. $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1992875261717836275)  2025-11-24T08:37Z [----] followers, [----] engagements


"The company is buying. Insiders are buying. The largest shareholder is buying. Who is selling $EVO $EVVTY"  
[X Link](https://x.com/IshfaaqPeerally/status/1997946201690284231)  2025-12-08T08:27Z [----] followers, [----] engagements


"WTF is Baird $CROX"  
[X Link](https://x.com/IshfaaqPeerally/status/2008922834911756499)  2026-01-07T15:25Z [----] followers, [---] engagements


"I offended quite a few people this week with the statement that nobody ever got rich with diversification"  
[X Link](https://x.com/IshfaaqPeerally/status/2014982510388580500)  2026-01-24T08:44Z [----] followers, [---] engagements


"@LuigiArchive_ He doesnt seem to have any regrets. Maybe death penalty would have been the best punishment here"  
[X Link](https://x.com/IshfaaqPeerally/status/2017456317527421355)  2026-01-31T04:34Z [----] followers, [----] engagements


"@barkmeta Buy precious metals in times of uncertainty because they keep their value 😂😂😂"  
[X Link](https://x.com/IshfaaqPeerally/status/2017456589209215464)  2026-01-31T04:35Z [----] followers, [----] engagements


"@cryptofergani Why would you even care buying It's just a piece of rock you won't use"  
[X Link](https://x.com/IshfaaqPeerally/status/2017485080331948414)  2026-01-31T06:28Z [----] followers, 12.8K engagements


"7. ICL Group $ICL Diversified business comparable to $NTR - The problem with having a diversified business is that growth is limited"  
[X Link](https://x.com/IshfaaqPeerally/status/1708086234462159277)  2023-09-30T11:47Z [----] followers, [---] engagements


"8. OCI N.V $OCINF Focus on Nitrogen and Methanol + Positioning themselves for a green energy revolution through both Ammonia for Hydrogen capture and Methanol as fuel + The most undervalued in the industry - The balance sheet is not as good as that of $CF"  
[X Link](https://x.com/IshfaaqPeerally/status/1708086236651626966)  2023-09-30T11:47Z [----] followers, [---] engagements


"10. Scotts Miracle-Gro Co NYSE: $SMG Makes and market end-products - Huge debt"  
[X Link](https://x.com/IshfaaqPeerally/status/1708086242578251994)  2023-09-30T11:47Z [----] followers, [---] engagements


"The two stocks that I will be looking at in more detail are $CF and $OCINF. While they are competitors OCI has a bigger non-US presence and exposure to Methanol. Here's the full analysis: https://research.ishfaaqpeerally.com/courses/662813/lectures/49560795 https://research.ishfaaqpeerally.com/courses/662813/lectures/49560795"  
[X Link](https://x.com/IshfaaqPeerally/status/1708086244780158987)  2023-09-30T11:47Z [----] followers, [---] engagements


"$OCINF is not as undervalued as I first thought. Higher fertilizer prices combined with increased production volume in 2021-2022 boosted earnings and averages for recent years. Hard to repeat if Urea prices fall to $200/ton and Natural gas prices rise to $3.50/MMBtu. [--]. OCI N.V $OCINF Focus on Nitrogen and Methanol + Positioning themselves for a green energy revolution through both Ammonia for Hydrogen capture and Methanol as fuel + The most undervalued in the industry - The balance sheet is not as good as that of $CF https://t.co/RjrEieWkfv [--]. OCI N.V $OCINF Focus on Nitrogen and Methanol +"  
[X Link](https://x.com/IshfaaqPeerally/status/1709824663424299025)  2023-10-05T06:55Z [----] followers, [---] engagements


"98% of the shares of $CDI are owned by Bernard Arnault and CDI owns 42% of $LVMH. If the shares of LVMH keeps falling it will make sense for Arnault to buy the remaining 2% of float at the current discount. French laws allow for a squeeze-out. Christian Dior SE has no reason to exist as a company. The Christian Dior brand is already part of LVMH"  
[X Link](https://x.com/IshfaaqPeerally/status/1876540315383046262)  2025-01-07T08:04Z [----] followers, [---] engagements


"@nomadinvest $CDI is the one at a discount but there's no reason for the spread to go away. Unless Arnault wants to simplify his ownership of LVMH"  
[X Link](https://x.com/IshfaaqPeerally/status/1876574947910545669)  2025-01-07T10:21Z [----] followers, [---] engagements


"Here's the full post with all charts: https://www.thesuperinvestorsclub.com/c/public-posts/booking-holdings-3q25-earnings-analysis https://www.thesuperinvestorsclub.com/c/public-posts/booking-holdings-3q25-earnings-analysis"  
[X Link](https://x.com/IshfaaqPeerally/status/1990416535278501906)  2025-11-17T13:47Z [----] followers, [--] engagements


"@SentinelFlash What worries me the most about $NBN is the key-man risk with lack of proper succession planning"  
[X Link](https://x.com/IshfaaqPeerally/status/1992472076373078179)  2025-11-23T05:55Z [----] followers, [---] engagements


"Bought shares of Auto1 Group $AG1 the European $CVNA mid [----] but took profits after a few months because it got "expensive". The stock went up to gain over 300%. That's why you let your winners run"  
[X Link](https://x.com/IshfaaqPeerally/status/1995753467726500057)  2025-12-02T07:14Z [----] followers, [---] engagements


"We have recovered about half of the YTD losses and now trailing the $SPX500 by only about 17%. Is it because I'm a genius at stock picking No. Actually I did nothing different or special to "recover the losses." I kept buying $WISE $BKNG and $DLO because I believe that they were at really good price. Unfortunately they recovered. There were no change in the fundamentals at all. When you're buying a stock you want the price to go down. https://twitter.com/i/web/status/2000953751792664586 https://twitter.com/i/web/status/2000953751792664586"  
[X Link](https://x.com/IshfaaqPeerally/status/2000953751792664586)  2025-12-16T15:38Z [----] followers, [---] engagements


"Threads is more fun than you think 😂 $WISE $PYPL $META"  
[X Link](https://x.com/IshfaaqPeerally/status/2009245440026497179)  2026-01-08T12:46Z [----] followers, [---] engagements


"@provemewrong411 Anyone who hasn't been outside the city centers of Moscow and St. Petersburg hasn't really been to Russia"  
[X Link](https://x.com/IshfaaqPeerally/status/2015015865385656598)  2026-01-24T10:56Z [----] followers, 44K engagements


"Alex Chriss actually did some good thing as PayPal CEO. But not reflected on the stock price so it doesn't matter. $PYPL"  
[X Link](https://x.com/IshfaaqPeerally/status/2018680270329643498)  2026-02-03T13:37Z [----] followers, [----] engagements


"Wrote this analysis exactly [--] years ago. The rest is history. $GME"  
[X Link](https://x.com/IshfaaqPeerally/status/1757102902324203646)  2024-02-12T18:02Z [----] followers, [----] engagements


"On a recent trip to Delphi Greece I didnt meet the oracle but made a new friend. I dont remember his name but he was from Linz Austria. I told him that I was an investor about eToro and talked about my largest position Wise. But the conversation quickly changed to how he booked the trip. Without much surprised he used In fact he booked all his trips around Greece from hotels to attractions on Booking. I didnt tell him that I was an investor in that company. Instead I shared that I also booked everything on I have been using for over a decade but this was the first time that I used it to book"  
[X Link](https://x.com/IshfaaqPeerally/status/1990415734380376548)  2025-11-17T13:44Z [----] followers, [---] engagements


"When Booking Holdings CEO Glenn Fogel was asked why he hasn't split the stock: "Why should we split the stock tell me the positive." "Well the positive of course is that some people think it's too expensive." "They think it's too expensive because of the nominal amount that's how they value a stock I don't think I want that kind of investor." "Well now you sound like Warren Buffett." (from a [----] interview) $BKNG https://twitter.com/i/web/status/1991413573549948981 https://twitter.com/i/web/status/1991413573549948981"  
[X Link](https://x.com/IshfaaqPeerally/status/1991413573549948981)  2025-11-20T07:49Z [----] followers, [---] engagements


"Boring monopolies are great companies. While the CEO of Ford $F is spending his waking hours thinking on how to compete with $TSLA or deal with unions he has little time to think of looking for another satellite radio provider and goes by default with Sirius XM"  
[X Link](https://x.com/IshfaaqPeerally/status/1714991729466904702)  2023-10-19T13:07Z [----] followers, [---] engagements


"Formula One $FWONA $FWONK $FWONB is more easily understood and less boring than Sirius XM. This is why I believe this part of Liberty Media is expensive. As for Atlanta Braves $BATRA $BATRK $BATRB this is outside of my circle of competence"  
[X Link](https://x.com/IshfaaqPeerally/status/1714991731954037063)  2023-10-19T13:07Z [----] followers, [---] engagements


"Its not every day that the stock of the acquirer in an M&A goes up on announcement. $LFDJF got a great deal. $KNDGF is worth more than $2.8 B"  
[X Link](https://x.com/IshfaaqPeerally/status/1749460225684635851)  2024-01-22T15:53Z [----] followers, [---] engagements


"When you love your job too much. $MCY"  
[X Link](https://x.com/IshfaaqPeerally/status/2011406811279086003)  2026-01-14T11:55Z [----] followers, [---] engagements

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