Cogito, Ergo Sum.
Joined September 2023
- Tweets18.8K
- Following577
- Followers650
- Likes16.4K
Chisanga retweeted
I really appreciate the time you took.
AI did an interesting theoretical review. Over coffee I’m happy to run you through what we are doing and aspects of the proposal the system has missed or misinterpreted, probably because it’s configured to analyze US stocks.
Chisanga retweeted
Here is my view of One Square K. I used a number of tools to create this. The most important being an Analysis Skill that I created. A skill is basically an MD (Markdown) file that contains precise instructions on how a task should be performed based on Warren Buffet's investemnt style. My md file has 16 stages and part of stage 1 is below. I then used Obsidian to ingest the prospectus and apply the rules in my skills md file
Stage 1 — Understand the business
Before any numbers, answer:
What does this company actually sell or do, and to whom?
How does it make money? (revenue model in one paragraph)
Who are its main competitors?
What would have to be true in 10 years for this business to still exist and be profitable?
If you cannot answer these questions confidently from the available information, say so plainly. Buffett's rule: "Risk comes from not knowing what you're doing." It is better to say "I don't have enough information to evaluate this business" than to hallucinate.
The first version is about 7 min 30 sec or you can play the second version that is almost 3 min
Remember, these are just my opinions and not investment advice
Chisanga retweeted
Hello lovely people. I have taken up the task of helping UTH’s neonatal intensive care unit with their fundraiser. They’re trying to raise money to get equipment. If you or your organisation are interested, please reach out to me. And please retweet this for me ❤️
Chisanga retweeted
Come check out some live Zamrock this Saturday in New Kasama.
🎸11 PERFORMANCES
⛩️ FREE ENTRY
🕒 15:00 to 21:00
🍻🌮 Food and Drinks on sale!
📍 Albatross Rock Den maps.app.goo.gl/TdSQjE1NbAuv…
Zambia Daily Mail have apologized for what was clearly an embarrassing mistake.
We expect no such stupid mistakes next time.
That is that and lets move on.
😂😂....Socialism is a misunderstood concept.
Trump supporter: “We don’t need socialism in this country”
Jason Selvig: “And what is socialism?”
TS: “Look what the Democrats are doing. They’ll raise your taxes. They don’t give a shit about the American people”
JS: “And what is socialism?”
TS: “Look what they’re doing to America. You have all these environmentalist people, they stopped drilling oil wells”
JS: “And what is socialism?”
TS: “Well look what the Democrats are doing, it’s plain and simple”
JS: “But what is the definition of socialism?”
TS: “I don’t need to go into big words or whatever. I’m just telling you, we don’t need it in America”
Chisanga retweeted
The EU Sanctioned a Chinese Fabric Company. China Squeezed a German Supplier. Guess Who's Blinking
Principles Are Wonderful—Until Your Rare Earths Run Out: A Brussels Fable
Picture the scene. Brussels, October 2026. A committee room smelling of espresso and existential dread. On the table: a sanctions list. On the list: Yusha Group, a Chinese textile company accused of the heinous crime of selling fabric to Russia. The horror. The sheer, unadulterated audacity of commerce.
But wait! A whisper arrives from Beijing. "Funny thing, that list of yours," says the messenger, casually. "We've got a little list of our own. Sindlhauser Materials. Twelve employees. German. Makes the fancy coatings ASML can't live without. Shame if something happened to their rare earth supply."
Silence. Somewhere, a German diplomat chokes on a pretzel.
You see, dear reader, the EU had a plan. A beautiful, principled plan. Sanction anyone who trades with Russia. Except, of course, when that someone is a twelve-person German company that happens to be a chokepoint in the global semiconductor supply chain. Principles are wonderful things—until they collide with a sputtering target.
So now Brussels is "considering a reprieve." Translation: they're looking for a ladder tall enough to climb down from their own high horse. The deal is simple: we delist Yusha, you unclog Sindlhauser. Everybody wins! Except, you know, credibility.
And here's the beautiful part. The EU spent years lecturing the world about the rules-based order. About how sanctions are not bargaining chips. About how Europe stands firm. Then China—calmly, methodically—found the one loose thread in the entire semiconductor supply chain and pulled. And the whole "principled stance" unraveled faster than a cheap sweater.
Eastern European hawks are furious. "This sets a precedent!" they cry. Yes, it does. The precedent is: if you sanction a Chinese company for doing legitimate business, China will find something you can't live without and squeeze. That's not a bug in the system, my friends. That's the system.
Washington is watching, reportedly "concerned." Translation: "We told you so." The Americans have been saying for years that Europe's supply chain dependencies were a strategic vulnerability. Brussels called it "engagement." Beijing called it "leverage." Turns out Beijing was right.
So the next time an EU commissioner solemnly declares that Europe will never trade principles for profit, remember this little fable. Remember Yusha and Sindlhauser. Remember the twelve German employees whose rare earth supply brought the mighty European Union to the negotiating table, hat in hand, asking politely if perhaps we could forget the whole sanctions thing.
Because the truth is simple: you can't sanction the world and then act surprised when the world sanctions back. The rules-based order works both ways. And right now, Beijing is holding the pen.
scmp.com/news/china/article/…
Chisanga retweeted
In February, Kenya’s pension schemes were reportedly pushed into an IPO. In October they sold to Dangote, and the trade was cheered. I ran the numbers. It returned less than a treasury bill.
The comparison is the whole test, because a return means nothing on its own. Some funds sold bonds in February to raise the cash. The one-year bill, the gentlest benchmark, would have earned about KES2.4bn on that KES40.5bn block by 19 October. The reports disagree on the sale price, but even the best reading gives a gain of about KES2bn, and the lowest nearer KES90m. Every version falls short.
Money could do three things with February’s offer: stay out, go in and hold, or go in and sell. At this week’s prices the holder leads, the saver who stayed out earned the bill, and the schemes, the only money whose owners were never asked, did worst. The holder’s gain exists because Dangote came, and nobody deciding in February could have known he was coming without inside information.
Uganda’s national oil company bought into the same offer and negotiated two board seats and a veto over the chief executive first. Kenya’s schemes put in more money and took no terms at all.
The owners are the clerks, teachers, drivers and nurses whose payslips built these funds. Nobody asked them in February. Nobody asked them in October.
This week’s Friday Reflections returns to six questions I asked in 2023, written from Zambia. Kenya answered them this week, without meaning to.
Ask your scheme one question: what was my money earning before it moved?
canarycompass.com/p/friday-r…
🤖 Made with AI
Chisanga retweeted
The biggest mistake I ever made in business was not hiring competent accountants from the start especially when we registered for VAT to supply the chain stores. Didn’t realise how grave the mistake was or how incompetent the accountants were until the 1st & then 2nd second ZRA VAT audits & by then the damage had already been done. When it comes to VAT, ZRA does laugh chimbuya. They don’t care about your ability to afford a competent accountant as an SME.
Whatever you do as an SME/start up, get competent accountants from the start. Not just because someone is an accountant.
Now that you say, @ngomabest196 , wherever you might be, We hope you are safe countryman.
Remember this next time you hear about that Lobito corridor.
You want to know what "underdeveloped" really means?
It means: your economy was organized around someone else’s needs for so long that it now functions badly for your own.
It means: your agricultural sector produces cash crops for export rather than food for your people because that is what the colonial economy required and the post-colonial debt structure reinforced.
It means: your best-educated people leave for the countries whose universities were built with the wealth extracted from yours.
It means: the infrastructure that exists connects your resources to the port, not your villages to each other, because it was built to extract, not to develop.
"Underdeveloped" as a natural condition, as a starting point, as evidence of cultural or civilizational inadequacy:
That is a lie.
"Underdeveloped" as a produced condition, as the result of a process, as the predictable outcome of what happens when your economy is organized for two centuries around someone else’s enrichment:
That is history.
The word stayed. The history got edited out.
Chisanga retweeted
Nobody said: "Europe must end."
Nobody needed to.
You don’t announce strategy at that level of clarity.
You build architecture.
You create dependencies.
You make certain futures structurally impossible and certain alignments structurally inevitable.
You expand NATO to Russia’s border and produce the crisis that makes European rearmament necessary and American hardware the obvious solution.
You undermine the energy infrastructure that made European-Russian economic integration viable.
You build a financial system that makes European banks subject to Washington’s sanctions decisions.
You spend nearly eight decades making European security so dependent on American guarantees that European strategic thought atrophies, that an entire generation of European leaders grows up not knowing how to think about security without asking Washington first.
And then you don’t need to say: "Europe must end."
Because "Europe", as a genuinely autonomous pole of power, as a civilization capable of making its own strategic choices about its own continent’s future,
Has already ended.
Quietly. Without announcement. Through the accumulated weight of architecture that was built, piece by piece, to make it impossible.
Chisanga retweeted
The American founders were, by the standards of the British Crown, terrorists.
Men of property and standing who organized militias, assassinated loyalists, conducted guerrilla warfare, sought foreign military support from France and Spain, and ultimately fought a war to break apart the most powerful empire of their age.
Today they are on the money.
Their faces are on the buildings.
Their words are invoked to justify American foreign policy in every corner of the world.
The men who signed the Declaration of Independence would have been hanged if they lost.
They won.
And winning converted terrorism into founding myth.
This is not cynicism.
This is the basic mechanism of how political violence is remembered:
The violence that failed is barbarism.
The violence that succeeded is the birth of a nation.
Vietnam succeeded.
Adjust your vocabulary accordingly.
Chisanga retweeted
There is a question worth sitting with:
Why is it that the violence of the oppressor is called "order", and the violence of the oppressed is called "chaos"?
Why is the French king’s tax collector arriving with soldiers "governance", and the French peasant arriving with a pitchfork "terror"?
Why is the British army marching through Boston "maintaining the peace", and Paul Revere riding through the night "rebellion"?
Why is the plantation owner’s whip "discipline", and Nat Turner’s rebellion "savagery"?
The answer is not complicated.
The people who write history, at least the first draft, are the people who won.
And the people who won built the vocabulary before the war ended.
"Order" means: the arrangement that benefits us.
"Chaos" means: the arrangement we don’t control.
Study that vocabulary carefully.
It is still in use.
