Agriculture and Food Producers
Brait: bread, boets and (exchangeable) bonds
Brait is an investment holding company with fascinating underlying businesses. Many people are scratching around this group, deciding if there's an opportunity here.
Consumer and Retail
The Foschini Group can’t put a foot wrong
The Foschini Group has great operating momentum, with significant positive steps taken in differentiating the business. The share price isn't quite telling that story.
Consumer and Retail
Mr Price: red cap, green earnings
Value fashion seems to be the right place and Mr Price is in it at the right time.
Consumer and Retail
Spar: a trade that didn’t work
My long trade on Spar was a speculative play on the latest earnings. In this article, I explain why it didn't work out as I had hoped it would.
Consumer and Retail
A new(ish) listing on the JSE
CA Sales Holdings is moving its listing to the JSE. Although the market knows about the company, this is a far greater level of visibility and direct access to its story.
Consumer and Retail
Dis-Chem: my pick in the sector
Dis-Chem has several growth levers and seems to be pulling all of them, delivering a strong result in FY22.
Consumer and Retail
Richemont’s best-ever sales result wasn’t enough
Despite releasing an exceptional result, the Richemont share price closed 12.9% lower. This left many investors scratching their heads!
Consumer and Retail
The Foschini Group: local(isation) is lekker
The Foschini Group sadly stole my future listed company ticker, trading under JSE:TFG. I'll forgive them for the shared acronym and focus on their...
