Ghost Wrap
Ghost Wrap #55 (Mr Price | Southern Sun vs. City Lodge | Sirius Real Estate | African Rainbow Capital | Sibanye-Stillwater)
In this Ghost Wrap podcast, you can get the latest on retailer Mr Price, the hospitality sector (Southern Sun vs. City Lodge) and a trio of capital raises.
Ghost Wrap
Ghost Wrap #54 (NEPI Rockcastle | MultiChoice | Santam | Shoprite vs. Woolworths | Richemont)
The latest Ghost Wrap episode features NEPI Rockcastle, MultiChoice, Santam, Shoprite, Woolworths and Richemont. You need under 6 minutes to get up to date, thanks to Mazars.
Ghost Wrap
Ghost Wrap #53 (Bell Equipment | MTN | AVI | Truworths | De Beers)
In this episode of Ghost Wrap, you need just a few minutes to get the latest on Bell Equipment, MTN, AVI, Truworths and De Beers.
Ghost Wrap
Ghost Wrap #52 (MTN | Woolworths | Pepkor | Octodec | AB InBev)
In this episode of Ghost Wrap, you need just a few minutes to get the latest on MTN, Woolworths, Pepkor, Octodec and AB InBev.
Ghost Stories
Ghost Stories Ep24: Investment Concepts and a Ghost in the Hot Seat (with Nico Katzke of Satrix)
Nico Katzke joined me to talk about diversification and a common misquote of Warren Buffett. He then took the mic and grilled me for the rest of the show, with a fun and insightful outcome!
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!
