Ahmed Zaki Khan

Member since 2016

Comments

Ahmed Zaki Khan
How will Trump's executive order of drug price control impact the stock price ?
May 15, 2025
5:56 AM
Ahmed Zaki Khan
Any clue why margins are falling? Is it because take rates from their payment processor is decreasing ?
May 06, 2025
11:32 AM
Ahmed Zaki Khan
The Federal Reserve was not fully independent before Trump either.
Apr. 24, 2025
2:40 PM
Ahmed Zaki Khan
@WisPokerGuy been hearing about recession risk since last 10 years
Apr. 21, 2025
6:07 PM
Ahmed Zaki Khan
How does Nipppon owning steel in US have anything to do with political risks. Are the brining anything from Japan ?
Jan. 03, 2025
2:24 PM
Ahmed Zaki Khan
@kaba best in which way ? any evidence ?
Apr. 30, 2024
3:13 PM
Social media looks on as rapid overhaul continues at Twitter by Yoel Minkoff, SA News Editor
Ahmed Zaki Khan
@blenkep I mean 'ethical' by his standards to further his brand and reputation. Simply put, it is for power, not for making profits. He already has money.
Dec. 30, 2023
7:02 PM
Ahmed Zaki Khan
Do we know what is the duration of the fixed income portfolio or have they increased duration to take advantage of increasing float and increased interest rates ?

Also how are you exactly valuing the future profits of the ventures ? 15% growth in profits of Ventures or is it revenue growth of 15% of the ventures? Does this also translate to 15% growth in the fair value of Ventures reported in the Balance Sheet ?
Dec. 30, 2023
4:42 PM
Ahmed Zaki Khan
Is Ventures reported in fair value in the Balance Sheet or at Cost ? As far as I know GAAP requires valuation to be presented at fair values and upside reflected in the Income Statement. If so, book value rising only 3% per year is not bad given that many private companies saw their valuations curbed down, right ?
Dec. 30, 2023
4:33 PM
Ahmed Zaki Khan
@Dividend Seeker Not making any political comment but I think her trip costs 0.00001% of tax revenue - she can hurt the economy in other ways.
Aug. 03, 2022
9:55 AM
Ahmed Zaki Khan
Comparing Canadian banks with US banks pre-finanfial crisis is unfair because the top 5 banks are some of the most capitalized in the world.

You talked nothing about the Basel III ratios - Canadian banks have substantial cushion to withstand severe recessions.

While you are right to point the ever-growing household debt condition, it is fair to say that when it comes to debt/disposable income ratios - much of real estate price growth came at the back of wealthy immigrants investing in real estate. The disposable income underscores the ability of immigrants to pay their debt from their overseas income/assets.

When I look at leverage - I think it is important to realize Canada's population( accounting for only legal population) is growing at a faster rate than the US !

In short, I wouldn't bet against Canadian banks.
Jul. 13, 2022
4:10 PM
Ahmed Zaki Khan
@davidbennett365 why is Biden trying to completely ban ciggarettes then ?
Jun. 24, 2022
11:22 AM
Ahmed Zaki Khan
@brettze can't we already do it in PS4 ?
Jun. 23, 2022
9:40 AM
Ahmed Zaki Khan
@VanVIC Aren't they competing in certain areas ?
Jan. 24, 2022
12:28 AM
Ahmed Zaki Khan
@VanVIC shopify has its own payment gateway system, what benefit does shopify get from partnering with nuvei ?
Jan. 22, 2022
1:53 AM
Ahmed Zaki Khan
@Tao Jaxx A lot of people care about self-promotion more than money. If he is right, he will earn appreciation from masses like you and me. There is his motivation to try.
Jan. 06, 2022
2:39 AM
Ahmed Zaki Khan
Do you see an increase in preference towards 'healthy products' posing a threat to the assumed sales growth in the future. Aren't Monster drinks full of sugar and chemicals ?
Dec. 29, 2021
2:59 PM
Canopy Growth: Stay Away Due To Weak Fundamentals by Cornerstone Investments
Ahmed Zaki Khan
@SPAC to the Future Totally agree with you - I was saying 'relatively' not bad.
Mar. 26, 2021
10:48 AM
Ahmed Zaki Khan
I am still holding on it. I am hopeful this stock will surge and it's value multiply.
Apr. 26, 2019
5:59 AM
World's longest commercial flight? by Yoel Minkoff, SA News Editor
Ahmed Zaki Khan
How about a flight from Buenos Aires, Argentina to Madrid, Spain? Sounds equivalent to me.
Aug. 24, 2017
2:27 PM