Ghost Stories
Ghost Stories #23: Unpacking the African Bank Strategy (with CEO Kennedy Bungane)
After I wrote critically about the pricing of African Bank's acquisition of two Sasfin businesses, African Bank reached out with an incredibly mature request for engagement. This podcast is the result, unpacking their strategy with CEO Kennedy Bungane.
Ghost Wrap
Ghost Wrap #51 (Santova | Spear REIT | Bytes Technology | Super Group | Clicks)
You need just five minutes of your day to catch up on the latest news and my views on Santova, Spear REIT, Bytes Technology, Super Group and Clicks. Ghost Wrap is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #50 (PSG Financial Services | MiX Telematics | Karooooo | CMH | African Bank and Sasfin | Cashbuild | Calgro M3)
In the 50th episode of Ghost Wrap, I cover seven important company updates in fewer than seven minutes!
Ghost Stories
Ghost Stories #22: Optimal Investment Growth Basket promoted by Investec
Japie Lubbe joined me on this show to explain the Optimal Investment Growth Basket promoted by Investec in detail, with a potential return up to 9.8% p.a. and downside protection.
Ghost Wrap
Ghost Wrap #49 (Famous Brands vs. Spur | Sibanye-Stillwater | De Beers | Mondi | Life Healthcare | Datatec | Fortress)
With updates across the consumer, mining, healthcare, paper, technology and property sectors, Ghost Wrap is your most efficient way to get the latest news. This podcast is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #48 (Rex Trueform | Barloworld | Spar | Capitec | Vukile + Attacq)
Rex Trueform has an interesting acquisition. The trends within Barloworld shine a light on industrial vs. consumer. Spar is exiting Poland. Capitec isn't growing earning fast enough. Vukile and Attacq have positive outlooks. Ghost Wrap is brought to you by Mazars.
Ghost Stories
Ghost Stories #21: 2023 ETF Scorecard with Siyabulela Nomoyi (Portfolio Manager at Satrix)
As we head deeper into spring, it's worth reflecting on the returns that ETFs have delivered to investors this year. To assess where the best place was to have your money, I was joined by Siyabulela Nomoyi of Satrix.
Ghost Wrap
Ghost Wrap #47 (Capital Appreciation vs. PBT Group | Mustek | Bidvest | Hyprop vs. Growthpoint | Astral Foods and Quantum Foods | Trellidor...
This episode of Ghost Wrap features companies in the tech, property, industrials, food and hospitality industries. Get up to speed on local company news thanks to Mazars.
