Tinashe M @tmukogo Twitter profile | Pikagi

Pikagi

Tinashe M

@tmukogo

20,449

Followers

1,835

Following

903

Media

5,093

Statuses

Unpacking The Finance & Strategy Behind the Companies You Care About | AMDG. Subscribe to the newsletter on my website.

Africa

https://t.co/IyCIbyiGPL

Joined July 2010

Don't wanna be here? Send us removal request.

Pinned Tweet

@tmukogo

Tinashe M

19 days

Amazon South Africa 🇿🇦: 5 Must-Know Facts as It Goes Live Today 1. Amazon is huge. Its revenue is bigger than SA's GDP, and its market cap dwarfs the entire JSE. It's also about 50 times bigger than Naspers, Takealot's owners. This means deep pockets for price wars if needed.

Tweet media one

19

135

397

Last Seen Profiles

@LaureenHuf71276

@jaray290

@BukhariKehtaHai

@CerenDe53810611

@shmajin

@OlaWikander

@Emerige

@adnosk

@EnderAr95430904

@Draenei_Niax

@dylandeitsch

@Emirhan38378355

@MRanger83323626

@CemilBu26600557

@MikeSatoshi4

@violetpilot1

@Soledad37573500

@VirginCo1

@Jackgoodwin101

@Zeynepx32925979

@HodginArla62118

@Q7Parts

@danilo_mauricio

@ledejure

@wang_maya

@MagnetHospital

@dostlone

@EmineAy47583940

@KrisParonto

@maric_hans

@Diana03277893

@JosephR36136453

@RVLT_studio

@Simonew30519669

@__EGGPLANT

@8BlocksDaily

@tmukogo

Tinashe M

8 months

Billionaire, Jack Ma's Advice to African Entrepreneurs: Your Market Size PowerPoint Slides Are Garbage..They Have Nothing To Do With Your Business..🤯 Ouch! 🤕 Small concrete numbers are more valuable than vague market assumptions. This 50-second clip is 🔥 👇🏿. Do you agree?

98

1K

4K

@tmukogo

Tinashe M

9 months

@FirstTake @stephenasmith I died when he said the full name of the NBA "National Basketball Association" and then proceeded to ask how is that not global 😅.

20

99

3K

@tmukogo

Tinashe M

5 months

1/24 Ziyanda vs Fieldbar: A case study for entrepreneurs on turning ideas into businesses. In 2018, two companies set out to create fresh African luxury products. Both had great ideas, but only one succeeded. Why did Fieldbar succeed but Ziyanda disappoint? 🧵THREAD🧵

Tweet media one

157

974

3K

@tmukogo

Tinashe M

6 months

1/23 Truworths And Edgars Were Never Clothing Retailers They were more like banks with a side business of selling clothes. Understanding how to identify this can help you save your business from sudden failure and find your biggest opportunities! 🧵 THREAD 🧵

Tweet media one

153

925

2K

@tmukogo

Tinashe M

9 months

1. Jumia once called the "Amazon of Africa" just released their financial results for Q2 & they are not looking good. The former unicorn, has stopped growing & is facing challenges that could bring down one of the most hyped start-ups from Africa. Analysis + V11s below 👇🏾 #Jumia

Tweet media one

189

1K

2K

@tmukogo

Tinashe M

5 months

1/20 Amazon Coming to South Africa is Good News for Takealot but Bad News for MultiChoice, DStv's owners Recently, I wrote about why Amazon's Online Store could be good news for Takealot. However, there is one business that should be concerned — DStv. Here's why. 🧵THREAD🧵

Tweet media one

148

540

2K

@tmukogo

Tinashe M

10 months

1. Zimbabwe's Top Companies Like Delta Corporation Have Mastered This One Thing Better than Global Companies Such As General Electric (GE). This must-read case study covers 20 years of corporate history and will change how you see Executives in Africa! 🧵+ V11s 👇🏾 #Delta #GE

Tweet media one

94

435

1K

@tmukogo

Tinashe M

2 months

Zimplats generated over $1 billion in profits in the last 3 years but yesterday they announced a plan for job cuts. Why do such successful companies still need to cut jobs? Let's unpack. 🧵 THREAD 🧵

Tweet media one

105

258

891

@tmukogo

Tinashe M

10 months

1. This 25-Year-Old Document Was At The Center Of #Econet 's Historic IPO And Will Teach You About Vision, Building A Team and Being Bold Even As Young Person. You can read all 46 pages or spend 5 minutes reading the thread below - you won't regret it. 🧵 + V11s below👇🏾

Tweet media one

67

364

838

@tmukogo

Tinashe M

8 months

1/24 OK's results are out, and they are not pretty. OK blames the environment & competition from informal traders. But maybe there is another a hidden issue that has been a blind spot for OK for over 10 years — Capital Allocation. A thread🧵 with background & analysis.

Tweet media one

101

229

790

@tmukogo

Tinashe M

7 months

1/13 I looked at the Springboks' and the All Blacks' financial statements and came across an interesting insight about both teams, which could indirectly play a part in the World Cup final.

Tweet media one

70

242

790

@tmukogo

Tinashe M

9 months

That's when I realised: Companies aren't waiting for Africa to develop; they can do just fine without us. This harsh truth hit me when I was in business school, attending a lecture by one of the largest global investment funds. The presentation began with a slide titled "Global

Tweet media one

89

293

761

@tmukogo

Tinashe M

8 months

1/21 Major wholesaler, Metro Peech & Brown, just went bankrupt but the most interesting story is actually about Spear Capital... ...the Norwegian-linked Private Equity firm that invested in Metro Peech. This thread that unpacks the story that most people are missing 🧵👇🏿

Tweet media one

69

275

725

@tmukogo

Tinashe M

2 months

Simbisa Brands recently released their results, and it seems they know something about Zimbabwe that most people don't. Simbisa is investing heavily in a way that may be surprising but could set them up to dominate in the future. Let's unpack. 🧵 THREAD 🧵

Tweet media one

50

178

687

@tmukogo

Tinashe M

7 months

1/27 OK just released their trading update, and it's not looking good. OK is in a brutal storm with potentially huge losses and a cash crunch. Will OK survive, or will they need a "Big Brother" to come to their rescue? It's a huge thread, but it's worth it! Let's dig in!

Tweet media one

95

190

633

@tmukogo

Tinashe M

1 year

1. Why 🌎International Companies Like Standard Chartered Exit Markets Like #Zimbabwe 🇿🇼 Standard Chartered Zimbabwe was a profitable bank that had been in Zim for over 130 years. A week ago, they exited Zimbabwe. Why? Thread + V11s👇🏾 #StanChart #FBC

Tweet media one

58

221

616

@tmukogo

Tinashe M

3 months

1/28 Beyond the Headlines: The Untold Story Behind Deloitte's Zimbabwe Exit. While Deloitte's departure from Zimbabwe made headlines, understanding the events requires digging into recent history to uncover the full story behind the news. Let's unpack! 🧵 THREAD🧵

Tweet media one

49

205

601

@tmukogo

Tinashe M

2 months

1/25 What has happened to Econet? 10yrs ago Econet had its best-ever year with revenues of $753mn and profit of $194mn. Since then revenue & profits have dropped & recently Econet had major network issues. What's up? Is Econet still a good business? Let's unpack! 🧵THREAD🧵

Tweet media one

70

176

547

@tmukogo

Tinashe M

11 months

Always found the early videos of young Apostle Ezekiel Guti particularly inspiring and they will continue to be. He had one mission, preaching the Gospel, and was singlemindedly focused on that. Whether he had to travel by bicycle or had to preach under a tree he was all in.

26

147

478

@tmukogo

Tinashe M

7 months

1/16 How is TM Pick n Pay doing compared to OK? This is a question often asked, especially when discussing how OK has been struggling. If Pick n Pay is also struggling as much, then maybe formal retail is dead. I dug through both their financials, and this is what I found.

Tweet media one

61

135

465

@tmukogo

Tinashe M

4 months

1/24 The End of EcoCash Holdings: A Case Study for Entrepreneurs On The Importance of Focus When EcoCash (Cassava Smartech) was listed in 2018 its share price was $1.49 today its share price is ~$0.70 How could a company set up for success struggle? Let's Unpack! 🧵THREAD 🧵

Tweet media one

79

160

461

@tmukogo

Tinashe M

5 months

1/23 UPDATED: Amazon recently announced that it is launching its online marketplace in South Africa and unlike most — I think this is good news for Takealot! Here's Why... 🧵 THREAD 🧵

Tweet media one

20

128

450

@tmukogo

Tinashe M

8 months

Dangote's Networking Powers Amazed Bill Gates Gates shares how impressed he was that Dangote spontaneously calls so many influential people to get help — something Gates didn't do often. Does this suggest in Africa, relationships are more critical for success than in the West?

37

114

433

@tmukogo

Tinashe M

5 months

1/20 The Rise of Scammers Prove Fieldbar is An African Luxury Brand Everyone Should Be Following Fieldbar's R2,200 ($120) cooler box is sold out and scammers are trying to exploit its popularity. Here's why Fieldbar is inspiring and what the scammers are up to. 🧵THREAD🧵

Tweet media one

15

125

402

@tmukogo

Tinashe M

2 months

Simbisa Brands is investing heavily in Zimbabwe in a way that could help it dominate in the future. There is one big risk, however - KFC’s aggressive drive in Zimbabwe. Who will win the Chicken War, KFC or Chicken Inn? Let’s unpack! 🧵 Thread 🧵

Tweet media one

73

93

402

@tmukogo

Tinashe M

2 months

@AsanteOnBoards Thanks for splitting it up. It adds better context to see what was cash in the bank and what is equity.

2

10

391

@tmukogo

Tinashe M

1 month

1. Wondering why Econet has been having network issues lately? Dive into Part 2 of this series, where we unpack Econet's financial rollercoaster over the past decade and how it has impacted you. Here is the untold story about Econet's struggles. Let’s Unpack! 🧵 THREAD 🧵

Tweet media one

25

117

393

@tmukogo

Tinashe M

8 months

When I'm overseas and I'm asked to introduce myself, I always share the fun fact that I made my first million dollars at just 19. Everyone always seems amazed and in awe. I wonder why? Perhaps it's because I never tell them which currency it was. 🤔 #ZimbabweanDollar

25

50

364

@tmukogo

Tinashe M

6 months

1/19 The fascinating connection between Metro Peech & Browne's (MP&B) Collapse and Truworths. At the heart of it is a intriguing company run by a 37-year-old entrepreneur, that seems to be steadily gaining in influence. Let's unpack! 🧵 THREAD 🧵

Tweet media one

36

111

354

@tmukogo

Tinashe M

10 months

1. Unveiling the Mind-Blowing Financial Powerhouse Behind Saudi Arabian Football Curious about how Saudi Arabian teams can effortlessly bid huge amounts for any player - even #Mbappe ? Prepare to be blown away. Full thread🧵 + V11s below 👇🏾

Tweet media one

32

151

351

@tmukogo

Tinashe M

13 days

The End of Meikles Hotel: Why It Was Sold And The Big Lesson For You Meikles Hotel was the last flagship business to carry the full name of the Meikles family and at 108 years old, it was the oldest hotel in Zimbabwe. Why would Meikles sell such a significant asset? When you

Tweet media one

35

104

345

@tmukogo

Tinashe M

4 months

1/22 Videndi's Canal+ has offered to buy DStv in a deal that could massively change paid TV in Africa. Who is Vivendi, why are they doing the deal and how will you be affected? Let's unpack what clues we can find, including in their 468-page annual report. 🧵THREAD 🧵

Tweet media one

26

125

336

@tmukogo

Tinashe M

6 months

1/22 Amazon recently announced that it is launching its online marketplace in South Africa and unlike most — I think this is good news for Takealot! Here Why... 🧵 THREAD 🧵

Tweet media one

24

100

314

@tmukogo

Tinashe M

4 months

1/12 When people say "Africa Is Poor Because People Are Too Religious" I always think of 👇🏾 The Connection Between a "Pastor" And The Birth Of The Swiss Watch Industry. 🕰️ The success of Rolex and many others can partly be attributed to the impact of John Calvin. 🧵 THREAD 🧵

Tweet media one

28

113

309

@tmukogo

Tinashe M

4 months

1/18 Every Black Billionaire, How They Made Their Money and One Big Lesson. First off is Tyler Perry. His movies aren't great but he found a big underserved market and it's worked. Sometimes the quality of your market is more important than the quality of your product.

Tweet media one

23

59

292

@tmukogo

Tinashe M

20 days

1. How Starlink Will Impact Telcos like Econet and NetOne. Below are some thoughts I shared in last week's email sent out to those on the email list👇🏽. 🧵THREAD🧵

Tweet media one

14

74

291

@tmukogo

Tinashe M

11 months

1. #MultiChoice Group (MCG), the DSTV owners, recently released their financial results & they're not looking good. #DSTV is facing challenges on multiple fronts that could impact how & where we all consume content in #Africa . Background & analysis + V11s below 👇🏾

Tweet media one

26

163

254

@tmukogo

Tinashe M

8 months

This morning, I was praying and thinking about how to fight off procrastination, which has been a struggle lately. I haven't had the energy or motivation for certain tasks... 😩 Then, I came across this article from Desiring God that changed the game and especially the part

Tweet media one

19

58

243

@tmukogo

Tinashe M

9 months

1. OK is over 80yrs old. Shouldn't the headline be "OK Opens First Store OUT OF ZIMBABWE" Let's use OK as a case study for how to decide on entering new markets —essential knowledge for business leaders. 🧵 Thread below👇🏾, including valuable insights from Jack Ma!

Tweet media one

39

66

240

@tmukogo

Tinashe M

6 months

Interesting Read Zimbabwe becomes a global leader in blueberry export growth Below is an insightful extract. "According to EastFruit, there is currently an investment boom in blueberry farming in Zimbabwe. New plantations are established mainly by investors from neighboring

Tweet media one

15

60

242

@tmukogo

Tinashe M

4 months

1/8 Company Demergers Are a Bit Like Butcheries Demergers have become quite popular with Innscor, Econet, and Meikles pulling them off in recent years. The main goal of a demerger is often to unlock value, which interestingly is similar to what butcheries do.

Tweet media one

17

65

239

@tmukogo

Tinashe M

8 months

MTN Group CEO Ralph Mupita On What Supercharged His Career Growth In this 45-second clip he makes it clear — "You can never do it all by yourself". You need mentors to be successful. Do you agree? Do you have mentors? Source: In Conversation with Trevor (link in comments)

18

56

237

@tmukogo

Tinashe M

7 months

Edgars Executive Changes And What They Mean Managing a struggling company is a little bit like managing a football team. If a team is losing, the manager only has three options to impact the game. 1. Change the players, i.e., make substitutions. 2. Change the formation (4-3-3

Tweet media one

40

65

229

@tmukogo

Tinashe M

5 months

1/10 The Most Interesting Story This Week: Jumia Quits the Food Delivery Business Planet Earth is a funny place—the most funded startup in African history is quitting the food delivery business because it doesn't have funding to compete.🙃 What's going on?

Tweet media one

14

67

218

@tmukogo

Tinashe M

7 months

Employees Are Responsible For Their Own Work Life Balance — Not the Company. Jamie Dimon, CEO of the world's largest bank JPMorgan Chase, drops some harsh but true words. Is he telling the truth in this 90-second clip or making an excuse for demanding employers (which JPMorgan

19

75

218

@tmukogo

Tinashe M

6 months

3/23 For example, Meta (Facebook) is described as a social media company but in reality, it is an advertising business that owns a social network. If Facebook was popular but couldn’t run ads it would be in trouble since 97.5% of its revenue is from advertising.

Tweet media one

3

28

192

@tmukogo

Tinashe M

9 months

Advice from 🇺🇸 Richest Black Billionaire, Robert F. Smith Don't leave your company to start a business BEFORE you become exceptionally skilled in that field. Use your company to figure things out and build skills BEFORE you leave. This 40 sec clip is thought provoking 👇🏾

5

73

190

@tmukogo

Tinashe M

11 days

Will retailers like OK Zimbabwe and Truworths ever bounce back? OK Zimbabwe started 2024 down 89% in Market Capitalisation (a measure of company size) compared to 2014. In other words, if OK was a $100 note in 2014, today it is only $11. Truworths is down 83% over the same

Tweet media one

25

54

187

@tmukogo

Tinashe M

6 months

1/17 Updated Post: Sub-Sahara Capital just closed a deal for Metro Peech & Browne. Let's unpack the details of the deal and the winners and losers. Part 1 is on Sub-Sahara Capital Group, who I think was a big winner.

Tweet media one

13

60

175

@tmukogo

Tinashe M

6 months

1/8 Even billionaires deal with jerks and public rejection. So why not you? Marc Benioff (CEO, Founder of Salesforce) offered Steven Heidel (an OpenAI engineer) a job in the midst of the OpenAI drama. In response, Steven was incredibly rude and in a very public way.

Tweet media one

13

58

173

@tmukogo

Tinashe M

2 months

Hiding your "good" ideas out of fear they will be stolen is almost always a mistake. Your competitive advantage is not the idea itself but the gathering of intelligence around how to make the idea work. LinkedIn Founder Reid Hoffman dropping truths to think about!

9

56

174

@tmukogo

Tinashe M

6 months

We are often told about the importance of creating value (which is good) but I think the biggest gap most people have is how to capture value. Creating value is often simple. For example, if you are reading this I have created some sort of value for you. What's really hard

Tweet media one

17

52

169

@tmukogo

Tinashe M

6 days

This advert for a Director Placement from @IOD_Zimbabwe has the requirement that the person must be over 40 yrs old. When Econet had its IPO these were the ages of some of its directors Strive Masiyiwa - 37yrs Nigel Chanakira - 32yrs Zach Wazara - 32yrs Tawanda Nyambirai -

@IOD_Zimbabwe

Institute of Directors Zimbabwe

9 days

Ready for a Leadership Breakthrough? Apply for our Director Placement Opportunity and unlock the doors to directorial success. Join a league of exceptional leaders and gain invaluable experience, expand your network, and drive meaningful change. Your breakthrough moment awaits!

Tweet media one

9

4

14

44

37

184

@tmukogo

Tinashe M

9 months

14. The key lesson here is that, although growth is crucial, especially for startups, it should not be assumed that growth and scale will automatically lead to profitability. If you can't deliver on profit you will eventually have to pay for it.

Tweet media one

8

50

161

@tmukogo

Tinashe M

4 months

1/23 Recently, EcoCash Holdings announced it is in negotiations to transfer certain assets to Econet Wireless. This is big news but with very little detail available. What assets are they talking about? Let’s unpack! 🧵 THREAD 🧵

Tweet media one

24

44

158

@tmukogo

Tinashe M

1 month

1/17 I haven't written much on ZiG since I focus on companies, so I can comment better as time progresses and we see how companies respond. However, below are some thoughts I shared in last week's email sent out to those on the email list👇🏽. 🧵THREAD🧵

Tweet media one

17

43

160

@tmukogo

Tinashe M

1 month

The way Uganda uses Twitter/X is special and honestly quite impressive. Twitter/X spaces are used as official communication channels so much so that the Bank of Uganda (the equivalent of the Reserve Bank) is hosting a space to discuss Treasury Bills and Bonds. Personally, I

@BOU_Official

Bank of Uganda

1 month

Join us this Thursday at 6 PM for an X Space co-hosted by @akorabirungi and @KakandeAlex with @mkwesiga as the main guest. We will be discussing Treasury Bills and Bonds. #UgandaTBills #UgandaTbonds

Tweet media one

19

207

495

19

28

152

@tmukogo

Tinashe M

1 year

1. EcoCash has a Vaya problem. Vaya fits as well into EcoCash as Harry Maguire does in ManU's defense. In short, Vaya is a. Tiny & unprofitable b. A mini conglomerate c. Not making traction d. Taking Management's focus e. Can be done differently Now long version+ V11s👇🏾

Tweet media one

26

43

148

@tmukogo

Tinashe M

9 months

2. The first concern is the -15.4% decrease in revenue combined with a operating loss of $23m. Usually a company has a revenue or profit problem, Jumia has both. That's like a football team that can't score goals and also can't defend.

Tweet media one

5

29

149

@tmukogo

Tinashe M

1 year

13. In conclusion, if you are a small market like Zim, to prevent foreign companies from existing - you need to be stable, & predictable, & not take management's attention. This is not easy in Zim & so other companies may still follow. What do you think? Comment & Retweet👏🏾

Tweet media one

17

29

148

@tmukogo

Tinashe M

1 year

1. #Econet released their results today. Very interesting reading Short Version -Significant data usage increase📈 far above peers e.g. MTN -Big loss because of FX🔻. Cashflow still positive -USD debt & expenses problem🔥 -Dollarization could be blessing💵 Long Version + V11s👇🏾

Tweet media one

14

41

142

@tmukogo

Tinashe M

5 months

20/24 The Ziyanda's pricing needed to be lower than Smeg. I would say around the R1,500 - R2,000 mark. It would still be premium but attractive to people who don't want to pay R3K for Smeg & also attract other customers with the African designs & at a lower price point.

Tweet media one

6

12

146

@tmukogo

Tinashe M

24 days

Businesses with the potential to grow really big are typically those that sell products or services that are in demand in every situation. When people are happy, they drink to celebrate, and when they are sad, they drink to console themselves. When people have money, they drink

Tweet media one

27

34

141

@tmukogo

Tinashe M

6 months

4/23 To truly understand the business you are in, it is essential to analyze why customers choose to purchase your goods and services. In other words, what problem are you solving for your customers?

3

17

140

@tmukogo

Tinashe M

2 months

Chicken rules fast food in South Africa & Zimbabwe. In South Africa, chicken spots like KFC, Chicken Licken, & Hungry Lion make the top 5. Zimbabwe is even more dominated by chicken spots, with Pizza Inn the only exception. Why is chicken so popular? Leave a comment.

Tweet media one

38

22

138

@tmukogo

Tinashe M

11 months

1. How did #Investec 's CEO's pay go from £1.9m (R45m) to £7.5m (R177m) in 3yrs with less than a 10% salary increment? Headlines about CEO pay get views but never explain how CEOs get these massive paydays. The story is a lot more complex & interesting . Full story + V11s👇🏾

Tweet media one

8

61

138

@tmukogo

Tinashe M

6 months

2/23 People tend to describe companies based on the products they sell. E.g. If I sell paint, I am a paint manufacturer. The problem is sometimes the visible product or service is not actually what drives the economics of the business.

2

22

137

@tmukogo

Tinashe M

6 months

1/18 Jumia just released their financial results for Q3, and it seems it Jumia is moving in the right direction (fewer losses) but will it get to its final destination (profitability)? Let's unpack all the details. 🧵 THREAD 🧵

Tweet media one

5

46

129

@tmukogo

Tinashe M

5 months

19/24 This is also why Fieldbar has an advantage. They aren't displacing anyone since there has never really been a luxury cooler box market. So in some sense, they are creating a market rather than trying to compete in one. They are like Gucci in 1921.

1

15

125

@tmukogo

Tinashe M

2 months

I found this interesting. The first comment I got on LinkedIn on the Simbisa article was from an American ex colleague and friend based in New York. Another former colleague from Germany also engaged.

Tweet media one

9

13

120

@tmukogo

Tinashe M

9 months

15. Thanks for reading. If you found this insightful, please Like/Retweet the first tweet below and follow me @tmukogo for more. I write on the finance & strategy behind the most important companies in Africa and the rest of the World. PS: Not Financial Advice

@tmukogo

Tinashe M

9 months

1. Jumia once called the "Amazon of Africa" just released their financial results for Q2 & they are not looking good. The former unicorn, has stopped growing & is facing challenges that could bring down one of the most hyped start-ups from Africa. Analysis + V11s below 👇🏾 #Jumia

Tweet media one

189

1K

2K

7

41

114

@tmukogo

Tinashe M

5 months

13/24 Perhaps they created designs but never considered all the other elements needed to make a business. A common mistake ceative people make. The business model canvas below is a tool that illustrates all the pieces you need to have a business. It's more than 3D renders.

Tweet media one

3

9

114

@tmukogo

Tinashe M

4 months

Don't call me Prof or Dr. just call me by my first name but in return you must never put "MBA" on your business card 😂. This is was the lecturer in my first class. I think he was trying to steer us away from "title or qualification worship" which is a big issue Globally and

Tweet media one

20

39

112

@tmukogo

Tinashe M

10 months

21. Thanks for reading! I hope you've found this thread insightful! Follow me @tmukogo for similar threads. Please Like/Retweet the first tweet below. Part of a weekly deep dive into the Finance & Strategy behind the most important companies impacting Africa & the World.

@tmukogo

Tinashe M

10 months

1. Zimbabwe's Top Companies Like Delta Corporation Have Mastered This One Thing Better than Global Companies Such As General Electric (GE). This must-read case study covers 20 years of corporate history and will change how you see Executives in Africa! 🧵+ V11s 👇🏾 #Delta #GE

Tweet media one

94

435

1K

8

47

110

@tmukogo

Tinashe M

24 days

Watch this 50-second clip. You won't regret it. The 5 Biggest Companies on the Zimbabwe Stock Exchange on every single trading day in 2023. Any surprises?

13

29

110

@tmukogo

Tinashe M

8 months

@BensonSibanda5

Tweet card media

2019 ABH Show Episode 1

Watch 2019’s Top 10 Africa’s Business Heroes take the stage to pitch Jack Ma, Strive Masiyiwa, Ibokun Awosika and Joe Tsai for their share of USD $1 Million!...

www.youtube.com

5

26

108

@tmukogo

Tinashe M

1 year

1. World Leading consultants, #McKinsey , just released their Special Report on Business in #Africa . Here are 7 Key Insights from The Report That You Need to Know Today.. Twitter Summary + V11s👇🏾

Tweet media one

6

43

109

@tmukogo

Tinashe M

6 months

6/23 Compare that with the clothing retailer Mr Price in South Africa whose credit sales are only 12.7% of revenue. Those numbers make you wonder if Edgards and Truworths were selling clothes on credit or selling credit for clothes i.e. a bank with a clothing division.

Tweet media one

7

15

109

@tmukogo

Tinashe M

9 months

1/16 I looked at Manchester United's financial statements to try understand why fans hate the Glazers so much. Now I understand. The #Glazers have suffocated Man Utd by underinvestment and it is likely to continue. Full analysis🧵 + V11s 👇🏾 #ManchesterUnited #ManUtd #Arsenal

Tweet media one

6

53

107

@tmukogo

Tinashe M

5 months

2/24 Fieldbar has become a huge success with its cooler box so popular that it has been sold out for weeks and they can't meet demand. However, in 2018 when both businesses were starting the bigger buzz was around Ziyanda Appliances.

1

7

105

@tmukogo

Tinashe M

4 months

1/19 Football is the most popular sport in South Africa but when it comes to money can it compete with Rugby? I looked at Bafana Bafana's (SA Football) & the Springboks' (SA Rugby) financials to find out and it seems an AFCON win maybe what SA Football needs. 🧵THREAD🧵

Tweet media one

15

35

105

@tmukogo

Tinashe M

5 months

24/24 If you found this thread insightful you will probably enjoy reading the below as well.🙏🏾

@tmukogo

Tinashe M

5 months

1/20 The Rise of Scammers Prove Fieldbar is An African Luxury Brand Everyone Should Be Following Fieldbar's R2,200 ($120) cooler box is sold out and scammers are trying to exploit its popularity. Here's why Fieldbar is inspiring and what the scammers are up to. 🧵THREAD🧵

Tweet media one

15

125

402

10

11

105

@tmukogo

Tinashe M

6 months

15/23 So what is the lesson in your own business? Have a very good understanding of what value you are adding that is attracting your customers and fight to keep improving on that.

1

11

104

@tmukogo

Tinashe M

2 months

Thanks for reading! If you enjoyed this please follow me @tmukogo and subscribe to the newsletter (link in my X Profile). Please comment on / repost the below tweet! Follow me @tmukogo for more.

@tmukogo

Tinashe M

2 months

Zimplats generated over $1 billion in profits in the last 3 years but yesterday they announced a plan for job cuts. Why do such successful companies still need to cut jobs? Let's unpack. 🧵 THREAD 🧵

Tweet media one

105

258

891

14

9

102

@tmukogo

Tinashe M

10 months

6. Tangent - It is pretty inspiring seeing how may young people played important roles early on with Econet. Nigel Chanakira 32 (Non Exec Director), Tawanda Nyambirai 28 (Non Exec Director), Nic Rudnic 28 (Company Sectretary), Douglas Mboweni 34 (GM) and many others. 🙌

Tweet media one

3

14

95

@tmukogo

Tinashe M

5 years

@TrevorNcube @elias_mambo I agree. I also agreed with Strive Masiyiwa when he said ED was sincere. I also believe NC means to leave a positive legacy. Indeed even Robert Mugabe meant the to leave the same. However, thee benchmark should not be what we mean to do but what we actually do.MDC or Zanu PF.

7

8

98

@tmukogo

Tinashe M

11 months

#Arsenal buying Declan Rice for £105m reminds me of Mergers & Acquisitions (M&A) strategy and the story of Facebook buying WhatsApp for $19 Billion, a company which only had 55 employees. Why where Facebook so desperate to do the deal? When the deal was announced people thought

Tweet media one

Tweet media two

8

19

99

@tmukogo

Tinashe M

6 months

23/23 If you found the above interesting you definitely should read the previous thread as well. See below. Thanks!

@tmukogo

Tinashe M

6 months

1/19 The fascinating connection between Metro Peech & Browne's (MP&B) Collapse and Truworths. At the heart of it is a intriguing company run by a 37-year-old entrepreneur, that seems to be steadily gaining in influence. Let's unpack! 🧵 THREAD 🧵

Tweet media one

36

111

354

20

15

94

@tmukogo

Tinashe M

24 days

I just wanted to say a huge thanks to all of you for hitting that follow button and helping to get to 20k followers! As we hit this milestone, I believe it's time to level up by providing you with even more valuable research and analysis about the companies you are about most.

Tweet media one

7

6

97

@tmukogo

Tinashe M

6 months

14/23 This is why I think if the environment remains the same where Truworths and Edgars struggle to extend credit they are going to have a tough time. No business model focused on selling clothes without credit can compete with informal traders' selling $20 suits.

1

6

97

@tmukogo

Tinashe M

9 months

3. Jumia has always made huge losses. What saved it in the past was the African growth story. Even in their 2019 IPO prospectus the word "growth" appeared over 100 times e.g. in one section alone Jumia mentions growth 10 times (yellow highlights).

Tweet media one

1

22

94

@tmukogo

Tinashe M

5 months

3/24 Ziyanda went viral on social media after it posted designs for its proposed list of products. The unique designs with African inspiration caught the eye of many people in South Africa and even abroad.

Tweet media one

1

7

90

@tmukogo

Tinashe M

9 months

1. Standard Bank, ABSA & Nedbank recently released their half year financial results & they all have a common theme — people in South Africa are struggling to pay their home loans at an alarming rate🔥🚨! 🧵..Full background and analysis + V11s👇🏾 #Standardbank #ABSA #Nedbank

Tweet media one

12

47

94

@tmukogo

Tinashe M

9 months

A family home is not really an investment. An investment implies a return through income or appreciation. The challenge with a family home is that if you really like it are you going to sell it in order to realize the gain? In most cases no. This means when you purchase it

Tweet media one

22

19

93

@tmukogo

Tinashe M

6 months

16/23 If your customers love your low pricing. Don’t waste too much time on fancy customer service just focus on being cheap. Mohammed Mussa comes to mind. It may not be the best shopping experience but people keep going back because of the low prices.

Tweet media one

2

9

92

@tmukogo

Tinashe M

5 months

23/24 Thanks for reading! I write on the finance & strategy behind the most important companies in Africa and the World. Follow me @tmukogo for more. Please comment on / repost the below tweet! PS: Recommendations in the next tweet.

@tmukogo

Tinashe M

5 months

1/24 Ziyanda vs Fieldbar: A case study for entrepreneurs on turning ideas into businesses. In 2018, two companies set out to create fresh African luxury products. Both had great ideas, but only one succeeded. Why did Fieldbar succeed but Ziyanda disappoint? 🧵THREAD🧵

Tweet media one

157

974

3K

5

10

92

@tmukogo

Tinashe M

3 months

1/25 I ran a poll and 78% of 378 respondents said "Accountants are bad at marketing”. For Deloitte Zimbabwe to succeed after leaving the Deloitte network they will need to change that. Let's unpack! 🧵 THREAD🧵

Tweet media one

14

25

89

@tmukogo

Tinashe M

7 months

It's interesting how many people think expanding your business outside of Zimbabwe is risky without considering just how risky it is not to expand outside Zimbabwe and diversify your risk. This probably applies not only in business but life overall.

6

16

91

@tmukogo

Tinashe M

11 months

17.If you found this insightful please comment, retweet, & share. Keen to hear other views and perspectives so feedback welcome. PS: Not financial advise, just a weekly deep dive to understand the finance & strategy behind the most important companies in Africa. #DSTV #Africa

Tweet media one

6

26

90