Ghost Wrap
Ghost Wrap #24 (Karooooo | Quantum Foods | RFG Holdings | Sappi | MTN | Southern Sun | Richemont | Transaction Capital)
This week's Ghost Wrap features everything from luxury goods to chickens, with tourism and telecoms in the middle. This fast-paced update on the major JSE stories is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #23 (AB InBev | Famous Brands | Calgro M3 | CMH | Astral Foods | Pick n Pay | Santova)
This week's Ghost Wrap includes a look at defensive and highly volatile stocks across various industries. There's a bit of everything in here, brought to you by Mazars.
Ghost Wrap
Ghost Wrap #22 (Glencore | Anglo American | Sibanye-Stillwater | Capital Appreciation | MTN Nigeria | Prosus)
This week's Ghost Wrap starts with a heavy mining focus, takes a meander through fintech and telecoms and ends up at the simplest way of all to unlock value. Ghost Wrap is brought to you by Mazars.
Ghost Stories
Ghost Stories #13: Offshore or Offsides? Objectively Assessing Exposure with Nico Katzke (Head of Portfolio Solutions at Satrix)
In Episode 13 of Ghost Stories, Nico Katzke of Satrix returned to the platform to discuss a variety of topics around a central theme that is critical to all South Africans: the local vs. offshore debate.
Ghost Stories
Ghost Stories #12: A Market Thriller with a Future in Manila (with Charles Savage)
Purple Group CEO Charles Savage joined me to unpack the interim results that set Twitter on fire with commentary. Elevate yourself from the noise and form an objective view through this podcast.
Ghost Wrap
Ghost Wrap #21 (Clicks | Nu-World | Purple Group | Cashbuild | Oceana | Raubex | Mining Production (BHP + Glencore + Merafe +...
This week's Ghost Wrap lays bare the impact of load shedding and inflation on a number of businesses, both good and bad. Look out for major retail, mining and financial services news in this episode.
Ghost Wrap
Ghost Wrap #20 (Aveng | PSG Konsult | De Beers + Richemont | Alphamin | Universal Partners | Stor-Age | Sappi | Glencore)
There's some juicy dealmaking this week (Stor-Age, Sappi and Glencore), alongside tough numbers from Aveng and good ones at Alphamin and PSG Konsult. Watch out for Chinese luxury demand at De Beers and Richemont!
Others
Investment School with Bruce Whitfield: how to research stocks
In my first ever appearance on The Money Show, Bruce Whitfield invited me to an Investment School segment to discuss what I love most: researching stocks and understanding companies.
