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Price is what you pay, value is what you get - Warren Buffet
My 2 cents
#21 Posted : Sunday, November 14, 2021 12:36:58 PM
Rank: Member


Joined: 6/2/2010
Posts: 717
rwitre wrote:
Value investors having a hard time coming to terms with the current market.

Trillions of dollars have been printed over the past two years
New generation of investors is chasing high risk/ high return over slow and steady
Would be a bubble that will crash, but where will all that money pumped to stimulate the economy go?

Current market is a casino.
And it's high on free money





My point above is, one never knows. Just ask all the Tesla bears with pretty strong convictions a few years back. They have been decimated!!! So who know about Rivian? Time will tell.
My 2 cents
#22 Posted : Sunday, November 14, 2021 12:40:20 PM
Rank: Member


Joined: 6/2/2010
Posts: 717
My 2 cents wrote:
As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.

Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?


11 years later

Barclays - 56 Billion
Equity - 201 Billion

The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.
Swenani
#23 Posted : Monday, November 22, 2021 5:31:04 PM
Rank: User


Joined: 8/15/2013
Posts: 13,220
Location: Vacuum
My 2 cents wrote:
My 2 cents wrote:
As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.

Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?


11 years later

Barclays - 56 Billion
Equity - 201 Billion

The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.


Can you consider changing your screen name to my zero cents?
If Obiero did it, Who Am I?
My 2 cents
#24 Posted : Monday, November 22, 2021 6:09:58 PM
Rank: Member


Joined: 6/2/2010
Posts: 717
Swenani wrote:
My 2 cents wrote:
My 2 cents wrote:
As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.

Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?


11 years later

Barclays - 56 Billion
Equity - 201 Billion

The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.


Can you consider changing your screen name to my zero cents?


I also bought lots of Safaricom at 2.5 a share. So am good really.
My dividends can cover some major life expenses.
If push came to shove, I can actually live off them. Am good.
Ericsson
#25 Posted : Monday, November 22, 2021 6:41:10 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,121
Location: NAIROBI
My 2 cents wrote:
My 2 cents wrote:
As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.

Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?


11 years later

Barclays - 56 Billion
Equity - 201 Billion

The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.


If you look at the returns per share over the period, the Barclays shareholder is happier compared to the equity one because of the relatively high dividend per share of Barclays.
By now the Barclays shareholder should have returned all his principal through dividend.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
My 2 cents
#26 Posted : Tuesday, November 23, 2021 11:32:39 AM
Rank: Member


Joined: 6/2/2010
Posts: 717
Ericsson wrote:
My 2 cents wrote:
My 2 cents wrote:
As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.

Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?


11 years later

Barclays - 56 Billion
Equity - 201 Billion

The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.


If you look at the returns per share over the period, the Barclays shareholder is happier compared to the equity one because of the relatively high dividend per share of Barclays.
By now the Barclays shareholder should have returned all his principal through dividend.


Shame on you Nopes. I have done calculation of IRR for both including Dividends. Equity comes far ahead.
Ericsson
#27 Posted : Tuesday, November 23, 2021 10:24:51 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,121
Location: NAIROBI
My 2 cents wrote:
Ericsson wrote:
My 2 cents wrote:
My 2 cents wrote:
As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.

Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?


11 years later

Barclays - 56 Billion
Equity - 201 Billion

The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.


If you look at the returns per share over the period, the Barclays shareholder is happier compared to the equity one because of the relatively high dividend per share of Barclays.
By now the Barclays shareholder should have returned all his principal through dividend.


Shame on you Nopes. I have done calculation of IRR for both including Dividends. Equity comes far ahead.


Tabulate the absolute amount of money both have paid as dividend in the period for comparison.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#28 Posted : Tuesday, November 23, 2021 10:30:31 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,667
Location: Nairobi
My 2 cents wrote:
Ericsson wrote:
My 2 cents wrote:
My 2 cents wrote:
As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.

Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?


11 years later

Barclays - 56 Billion
Equity - 201 Billion

The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.


If you look at the returns per share over the period, the Barclays shareholder is happier compared to the equity one because of the relatively high dividend per share of Barclays.
By now the Barclays shareholder should have returned all his principal through dividend.


Shame on you Nopes. I have done calculation of IRR for both including Dividends. Equity comes far ahead.
Let's see how each perform going forward. I see Equity as pursuing growth while paying 30% of earnings as dividends. Equity DRC is on track to become #1 in DRC and in 5 years as important to Equity Group as Kenya in terms of PAT.

Equity can support regional importers and exporters to/from DRC who use KE, TZ, UG, RW as transit countries.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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