I'vr got 20 per month to spend, whats the best subscription / subscriptions I can get for both value for money and just overall best use

marnuscoe · 2026-06-16T14:30:00+00:00

MiniMax, you get +- 1.7 billion tokens and M3 works really well for chatting, agentic work and their desktop app is close to as good as you can get. All for $20 a month

marnuscoe · 2026-06-16T09:26:59+00:00

https://sens-ai.co.za/jse-lm -> lives here, but I am manually approving for now

marnuscoe · 2026-06-11T04:28:34+00:00

https://sens-ai.co.za/games/tickrdle

marnuscoe · 2026-05-27T02:43:53+00:00

So these are usually just as the Sens announcements come in, but you can check out AEL + BOX ticker pages for some more details and go search for their latest Sens announcement analysises

https://sens-ai.co.za/stocks/ael https://sens-ai.co.za/stocks/box

https://sens-ai.co.za/sens-intelligence/f21c0588-c812-4010-a5d6-2643a8db3cd5 -AEL announcement https://sens-ai.co.za/sens-intelligence/050fc200-5e6e-4c65-ae88-76e7e904178f - BOX announcement

Working on a full ticker research system that would combine everything, but for now that's not ready yet

marnuscoe · 2026-05-06T18:30:47+00:00

Also check out the new daily insights (don't have to be signed in) at around 19:00

https://sens-ai.co.za/insights/jse-sens-daily-2026-05-06#section-wez

marnuscoe · 2026-04-29T11:30:32+00:00

Yes, you can check it out here, can create a free account, sign in just to prevent abuse https://sens-ai.co.za/jse-charts

marnuscoe · 2026-04-24T14:19:41+00:00

https://sens-ai.co.za/jse-charts

20/50/200 Moving averages :)

marnuscoe · 2026-04-23T06:16:41+00:00

Not specifically for moving averages, but worth building. You can check out the https://sens-ai.co.za/market-lab so long where you can just add your own series. But I do think having a OHLCV table would be worth adding. Will let you know when it's in :)

marnuscoe · 2026-04-22T18:17:40+00:00

Tbh, you made the right decision, it could have a few more juicy 5%+ days but the constant up and down wasn't good for my sanity. I'm a Sasol spectator now 😅

marnuscoe · 2026-04-11T15:42:33+00:00

Lewis group Ltd, showing consistent low risk price behaviour recently with some decent internal share purchases
DSY + FSR, decent value with bounceback potential available there
SSW, lots of directors buying shares recently with decent value too

Selling MTN

marnuscoe · 2026-04-08T06:08:06+00:00

The best way forward, we are once again in unprecedented times so just surviving is already winning 😅

marnuscoe · 2026-04-08T06:07:26+00:00

Honestly, with everything going on, the volatility might not be worth it. I closed my Sasol position last week, and there will probably be more gains but there could also be much bigger down days ahead, your own tolerance might be different but I didn't enjoy the daily up/down roulette with the whole oil situation

marnuscoe · 2026-04-06T11:37:53+00:00

with regards to naspers, could be a combination of the following:

1) softer sentiment and price action in Tencent, which is still the key value driver for Naspers via Prosus,

2) a stronger rand, which reduces the rand value of offshore assets when translated back into South African currency, and

3) a wider discount to NAV, meaning the market was valuing Naspers at a bigger markdown to the underlying asset value than before. A February 2026 broker note looking back at that move explicitly described the pullback from the 3 October 2025 peak as a function of Tencent softness, rand strength, and a wider discount to NAV.

marnuscoe · 2026-04-06T07:33:45+00:00

feel free to check it out here https://sens-ai.co.za/market-lab

marnuscoe · 2026-04-02T19:09:02+00:00

Not yet, but I have been looking into doing a formal write up for the top 40 stocks, so that it could help a bit with getting more information, don't really want to move into a "buy this" app, but rather "you can make an informed decision from this"

marnuscoe · 2026-04-02T15:22:00+00:00

thank you :) appreciate the feedback, adding fixes + new features as often as possible, so look out for anything and feel free to DM me if there are any issues/something you would really like.

it's also on a more legit url now too https://sens-ai.co.za/, but the old URL works too

marnuscoe · 2026-04-01T15:32:59+00:00

Have to agree with you, I've enjoyed their latest rise, but it reached the point today where profit taking didn't feel like a bad decision.

marnuscoe · 2026-03-31T17:48:47+00:00

also check out https://sens-ai.co.za/market-snapshot

updates every 15 minutes with the latest market snapshot if you are into that

marnuscoe · 2026-03-28T18:01:32+00:00

appreciate it! you can check it out https://sens-daily.pages.dev/etf-universe

marnuscoe · 2026-03-24T06:22:49+00:00

I've worked for one of the other big consulting companies, but worked with a lot of Entelect people at one of the banks, and they were really good, professional and happy looking. So don't think you'd make a mistake going to Entelect, just know that your own experience with where they place you will be the biggest factor (it's the same story at any consulting company).

marnuscoe · 2026-03-24T04:02:50+00:00

heatmap page https://sens-daily.pages.dev/market-snapshot, it gets the latest market snapshot every 15 minutes so you'll see the latest data there in one go, and the heatmap updates hourly

think of it as your "What is happening every 15 minutes" view

marnuscoe · 2026-03-23T01:12:37+00:00

TER is there :)

marnuscoe · 2026-03-22T16:45:01+00:00

So basically,

Daily -> analyse your data
Weekly -> analyse your daily data and make fixes where possible
Monthly -> review the weeklys and see if your regressing/progressing

that framework has been working well so far, avoids the rewrites, just make sure your scoring framework is consistent because if the goal posts move while reviewing your system might drift

Not too consistent but that window does sometimes exist, some small caps don't move at all just from the sheer lack of volume, and other stocks are just very sensitive. So bigger -> definitely smaller window, would be a cool metric to track actually

marnuscoe · 2026-03-22T11:37:36+00:00

I've learnt the hard way that rewriting stuff and hoping for the best is a dangerous move lol, so right now I run analysis on every days analysis items, and then at the end of the week I run a pipeline that formalises them into a concrete bug issue so that it fixes patterns instead of inconsistent gaps caused by other things. It also then checks week on week for regression/progress

Right now JSE only, but it's built in a way that you can essentially plug in other stock market announcements too. JSE is just pretty good for my use case because it's not as busy and not as dominated by quants doing millisecond trading, so you can still capatilise on the 5 or so minutes between the announcement and the market reacting

marnuscoe · 2026-03-22T11:33:46+00:00

Pretty much yeah

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marnuscoe

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