Updates on Kaspi, Airtel Africa and HIFS after Q1 earnings - plus the official launch of the Very Good Value portfolio, and some thoughts on a unique airline.
Thanks - not entirely sure what caused the big run up recently, though I'd guess Trump's chances improving contributed. Now that it's approaching 50% up on where I bought it, I'm beginning to consider reducing my holding and moving it into something I consider more attractive at current levels - more on that soon.
You are welcome. That's possible - there was a rotation into smaller caps and regional banking, and the S&P Regional Banking ETF (KRE) saw a nearly +20% run up in the same timeframe, but HIFS seems to have outperformed this set quite a bit.
Well done on HIFS - 30% appreciation in the past month.
Thanks - not entirely sure what caused the big run up recently, though I'd guess Trump's chances improving contributed. Now that it's approaching 50% up on where I bought it, I'm beginning to consider reducing my holding and moving it into something I consider more attractive at current levels - more on that soon.
Thanks also for recommending this blog!
You are welcome. That's possible - there was a rotation into smaller caps and regional banking, and the S&P Regional Banking ETF (KRE) saw a nearly +20% run up in the same timeframe, but HIFS seems to have outperformed this set quite a bit.