Sylvester Mupanduki (@smri_institute) 's Twitter Profile
Sylvester Mupanduki

@smri_institute

The art of investing is based on data. The key is having more information than the other guy - then analyzing it right and using it rationally.

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linkhttps://www.linkedin.com/in/sylvester-mupanduki/ calendar_today04-03-2020 14:39:37

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Once a company becomes a giant, it’s growth must slow down (natural growth disappears)—or it will end up acquiring the entire world (artificial growth becomes the only source). Which #ZSE company pop into your mind when you see this?

Once a company becomes a giant, it’s growth must slow down (natural growth disappears)—or it will end up acquiring the entire world (artificial growth becomes the only source).

Which #ZSE company pop into your mind when you see this?
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Pick n Pay has finally decided that they can no longer tolerate ongoing losses, leading the Group to completely impair the carrying value of its 49% stake in the Zimbabwe investment to zero.

Pick n Pay has finally decided that they can no longer tolerate ongoing losses, leading the Group to completely impair the carrying value of its 49% stake in the Zimbabwe investment to zero.
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In June 2022, even before the acquisition of Food Lovers Market was announced, I remarked: Ok Limited is a great business, established brand, famous on the stock market, very liquidity but l am skeptical about its current ability to create value for shareholders in next 5 years

In June 2022, even before the acquisition of Food Lovers Market was announced, I remarked:

Ok Limited is a great business, established brand, famous on the stock market, very liquidity but l am skeptical about its current ability to create value for shareholders in next 5 years
Sylvester Mupanduki (@smri_institute) 's Twitter Profile Photo

From a price-to-book (P/B) standpoint, Tanganda Tea Company Limited seems undervalued with a low ratio of 0.41, though this likely reflects market skepticism about the company’s future prospects. While it posted a 13% operating cash flow margin for the first half of 2025, the

From a price-to-book (P/B) standpoint, Tanganda Tea Company Limited seems undervalued with a low ratio of 0.41, though this likely reflects market skepticism about the company’s future prospects. 

While it posted a 13% operating cash flow margin for the first half of 2025, the
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For the financial year ended September 2024, Tanganda reported a net cash outflow of US$2.4 million (negative) from operating activities, despite generating US$26 million in revenue and recording an after-tax profit of US$1.4 million. During the same period, the company repaid

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After going through Tanganda Tea’s financials, I noticed a pattern I hadn’t seen before. It seems that as long as a company is regularly exporting and channels those export proceeds through a specific local bank or a group of people—and agrees to cede a portion of future export

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Edgars Group's total revenue for the FY2025 surpassed my projection of US$33 million by 12%, to US$37 million. Of this total, US$31 million was generated from merchandise sales.

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“Increased online presence- gave us deeper reach via social media platform such as facebook, instagram, tiktok and YouTube.” CEO, Savious Mushosho A year ago, I provided strategic insights on how Edgars could leverage social media to penetrate the Millennials and Gen Z market

“Increased online presence- gave us deeper reach via social media platform such as facebook, instagram, tiktok and YouTube.” CEO, Savious Mushosho

A year ago, I provided strategic insights on how Edgars could leverage social media to penetrate the Millennials and Gen Z market
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Not only did Edgars Stores Zimbabwe outperform my revenue projection of US$33 million for the fiscal year ended 5 January 2025, but it also exceeded my EBIT forecast of US$2,663,251. The group reported EBIT of US$2,853,038, translating to an EBIT margin of 7.7% — slightly below

Not only did Edgars Stores Zimbabwe outperform my revenue projection of US$33 million for the fiscal year ended 5 January 2025, but it also exceeded my EBIT forecast of US$2,663,251. The group reported EBIT of US$2,853,038, translating to an EBIT margin of 7.7% — slightly below
Brian Kazungu (@bkazungu) 's Twitter Profile Photo

Messengers of awakening are everywhere. They are always in our midst. Circumstances usually tend to blind us from seeing them for who they are!!!!

Sylvester Mupanduki (@smri_institute) 's Twitter Profile Photo

Just six years ago, I was fresh out of college, pushing papers as an accounts clerk for a startup renewable energy company in Newlands. I knew nothing about stock valuations — but after seeing some wild Zim dollar gains on the ZSE, I was like, “Hold up… what’s going on here?” I

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I remember one morning in 2011 when I was in Form 4. We were at the school’ assembly point, half-awake, listening to another long-boring speech from our O’level Agriculture teacher. I was wearing some old, cheap flip-flops—mapushi—that I had stolen from my grandfather while he