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Podcasts
Davos 2026 | Navigating the new disorder
The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more. Jeremy Maggs talks to Investec Group Chief Executive Fani Titi on the final episode of Investec's Davos Debrief series.
Ghost Bites
Ghost Bites (Cashbuild | Pan African Resources | Spear REIT)
Pan African Resources is quite literally printing cash at the moment. At the other end of the spectrum, Cashbuild has painted a worrying picture about our economy. At Spear REIT, the focus on the Western Cape continues to pay dividends - literally.
Ghost Bites
Ghost Bites (Mr Price | Reinet | Valterra Platinum)
Mr Price is pushing ahead with the NKD deal. Valterra Platinum had a spectacular second half in 2025. Reinet's lack of share buybacks is a strong signal that they have big plans for their cash.
Dominique Olivier
When bad art becomes good tourism
From Ecce Homo to Ecce Mono, this is the story of how a mildly shocking attempt at art restoration became an internet meme and subsequently a tourism opportunity for the town of Borja. Dominique Olivier tells this tale of the journey from failure to fame.
Ghost Bites
Ghost Bites (Clicks | Reinet | Sasol | South32 | Truworths)
Sasol had a huge day thanks to fuel volumes. Clicks and Truworths are perfect examples of how share prices respond based on expectations vs. results, not just the results themselves. South32 is on track this year. Reinet's NAV has dipped slightly.
Ghost Bites
Ghost Bites (Coronation | Karooooo | Quilter)
Quilter's growth rate in assets under management and administration is impressive to say the least. Closer to home, Coronation is also growing strongly. Karooooo's margins contracted this quarter, but top-line growth is still solid.
Podcasts
WEF2026 | AI: from hype cycle to hard choices
AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work.
In episode 2 of Investec's Davos Debrief series, Jeremy Maggs speaks to Lyndon Subroyen, Investec’s Global Head of Digital & Technology.
Ghost Bites
Ghost Bites (BHP | Merafe)
BHP's first half is encouraging and the company has upgraded guidance for 2026 in copper as the key commodity. The guidance for the Jansen project is a sign of inflationary pressure, though. Over at Merafe, ferrochrome production has dropped to negligible levels.
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