Ghost Stories
GHOST STORIES: Don’t let the markets haunt you
In the month of Halloween, with ghosts everywhere (including on this podcast of course), it was great to be able to chat to Paul Counihan from Fedgroup about how to make the markets less scary and daunting, a topic close to my heart.
Ghost Bites
GHOST BITES (BHP | Capital & Regional – Growthpoint | 4Sight | Prosus / Naspers | South32 | Workforce Holdings)
Capital & Regional released the circular for the NewRiver scheme. Workforce Holdings could be the next JSE delisting. 4Sight released great earnings. BHP and South32 had updates in the mining sector and Prosus / Naspers CEO Fabricio Bloisi released his 100-day letter.
Ghost Stories
GHOST STORIES: The Investec Rand India Accelerator
The Investec Rand India Accelerator offers geared exposure to growth in the iShares MSCI India ETF over the 3.6-year term. The ETF tracks the...
Unlock the Stock
UNLOCK THE STOCK: Lesaka Technologies
Lesaka Technologies offers a growth story in the fintech space. In this presentation and Q&A session, they explained exactly how they are building their group.
Ghost Bites
GHOST BITES (Bell Equipment | Coronation | Zeder)
Bell Equipment's weak second half will cause nerves among investors who missed out on the take-private offer. Coronation's B-BBEE deal is devoid of creativity. Zeder has flagged a worrying outlook.
Dominique Olivier
What does a tyre business know about fine dining?
The Michelin Guide is like the Oscars of the restaurant world. Chefs dream of them, diners flock to them, and some restaurants even wish they could send them back. But how did we end up in a world where a tyre company’s opinion of your dinner is worth so much?
Ghost Stories
GHOST STORIES: Does Factor Investing Work?
Factor investing takes ETFs to the next level. Instead of tracking a stock index (like the JSE Top 40), these ETFs have a set of rules based on investment fundamentals like valuation multiples or even levels of debt. The sky is the limit with the creativity that goes into these factors, but do they actually work?
Ghost Bites
GHOST BITES (Altron | Equites | Lighthouse | Mantengu Mining | Newpark REIT | Sibanye-Stillwater | Tharisa)
Sibanye-Stillwater dropped sharply after a bad day in court. Property news came in from Equites, Lighthouse and Newpark REIT. Mantengu Mining and Tharisa gave property and chrome updates, while Altron has achieved a major uptick in earnings.
