Ghost Wrap
Ghost Wrap #35 (Woolworths | Shoprite | Liberty Two Degrees | Spur | AVI | British American Tobacco | Anglo American | ArcelorMittal)
Ghost Wrap is your weekly update of the most interesting stories on the JSE, brought to you by Mazars. I cover eight companies in as many minutes!
Ghost Wrap
Ghost Wrap #34 (Richemont | ArcelorMittal | Pick n Pay | Truworths | Mr Price | Super Group | Northam Platinum | Vodacom)
There was a bearish tone to many of the updates over the past week, particularly in businesses that are heavily impacted by load shedding. This includes retailers and industrial groups.
Ghost Wrap
Ghost Wrap #33 (Bell Equipment | Invicta | Tharisa | Sasol | RMB Holdings | Accelerate Property Fund | Bytes Technology | Absa)
There was important news from various industrial players like Bell, Invicta and Sasol. Absa gave an important outlook on banking. Also look out for updates from Tharisa, RMB Holdings, Accelerate Property Fund and Bytes.
Ghost Stories
Ghost Stories #17: Investing with Impact (with Grant Field, CEO Fedgroup)
Grant Field, CEO of Fedgroup, joined me to talk about their impact investing platform and how this offers and exciting and accessible entry point into alternative assets. I highly recommend giving this a listen.
Ghost Wrap
Ghost Wrap #32 (Spear REIT | Attacq | AngloGold | Brikor | Mondi | Sappi | Telkom | RCL Foods)
Covering eight companies in fewer than eight minutes, this week's Ghost Wrap covers property, mining, paper and packaging and other industries.
Consumer and Retail
CNBC Africa interview: retail stocks
I recently joined CNBC Africa host Tania Habimana for a discussion on the local retailers and whether I would own any of them in this environment.
Ghost Stories
Ghost Stories #16: Investing For Your Kids with Thembeka Khumalo (Senior Client Experience Manager at Satrix)
Compound interest isn't just the eighth wonder of the world. It also happens to be probably the best gift that you could give your children. Listen to this podcast to understand why.
Ghost Wrap
Ghost Wrap #31 (AECI | Argent Industrial | Hudaco | PBT Group | Invicta | Hyprop | Advanced Health | Naspers + Prosus)
Covering eight companies in fewer than eight minutes, this week's Ghost Wrap is tilted towards the recent results from industrial groups, with some property, healthcare and tech thrown in too.
