DealMakers
Africa – the final frontier (part 1)
In part 1 of this series on Africa, Chris Gilmour delves into the positive and negatives of the investment thesis. This continent is full of opportunity and perils.
Ghost Global (Amazon | Twitter | Tesla | Verizon | AT&T)
Ghost Grad Sinawo Bikitsha takes us through the latest acquisition by Amazon, results from Twitter and Tesla and a really tough week for telecoms shares in the US.
Ghost Bites Vol 55 (22)
With major updates from Cashbuild, Mr Price, Anglo American Platinum, Sasol and South32, it was a big day of news on the local market.
Markets update: recession stocks and opportunities
I joined Nastassia Arendse on SABC News to discuss stocks that I wouldn’t want to own in a recession, where I’m seeing some value in the market and how US banking regulators are sucking liquidity out of the system
Citigroup: a conservative choice?
Ghost Grad Jordan Theron chose Citigroup as an interesting choice among the US banks. After a busy reporting season with the threat of recession looming, how does it stack up against other banks?
Ghost Bites Vol 56 (22)
Tuesday was a frenzy of announcements, with major earnings updates from several retailers. We also saw trading updates from several mining houses. This was one of the busiest days I’ve seen on the JSE!
Defensive stocks? Be careful.
People talk about “defensive stocks” as though they can withstand anything. When it comes to retailers and margin mix, I’m afraid that just isn’t true. Ask Walmart shareholders.
The arbitrage advantage: low risk returns from Bitcoin
The words “crypto” and “volatility” are synonymous. As these assets aren’t supported by underlying cash flows or a widely accepted valuation methodology, they tend to trade based on sentiment. Sentiment is just a function of
Ghost Bites Vol 57 (22)
Afrimat is raising money and Transnet is (astonishingly) making money. Earnings updates came in from AECI, Gemfields, AVI and British American Tobacco.
Rand rallies on stronger Euro but Fed could change that
TreasuryONE summarises the global context to the Fed’s decision to hike rates by 75 basis points.