Thursday, July 10, 2025

Ghost Wrap #1 (Purple | Northam | Sappi | Novus | AVI | Transaction Capital | MUR | EOH | Foschini | MultiChoice)

Ghost Wrap is fast, fun and informative. Welcome to your weekly wrap of the most important and interesting stories on the JSE.

Talking with Traders guest appearance

In a guest appearance on Talking with Traders, Garth Mackenzie asked me to discuss the investment case for Accenture, Ferrari and Sysco. He is a passionate Magic Markets Premium subscriber and enjoyed our research on these stocks in particular.

How to own a great car, cheaply

Does an older Porsche 911 make more financial sense than a flashy new GTI? You bet it does! As a hopeless petrolhead and a finance professional, I have unorthodox views on car ownership. Warren Ingram invited me to talk about them on Honest Money.

The Family Finance Show: Personal Finance Habits for Entrepreneurs

In this guest appearance on The Family Finance Show, I kept it real. Very real. Far more real than a ghost, in fact. For hard-hitting realities on life as an entrepreneur, this show is a must-listen.

Ghost Stories Ep3: Carel Nolte (EasyEquities)

In Episode 3 of Ghost Stories, Carel Nolte joins me to discuss insights from the data on investor behaviour on the EasyEquities platform.

Ghost Stories Ep2: Justin Clarke (OrbVest)

Justin Clarke founded Private Property and helped steer the business through two financial crises and an investment by famous firm Tiger Global Management. He is now Ops Director at OrbVest, giving South African investors access to US medical real estate assets.

Ghost Stories Ep1: Charles Savage (EasyEquities)

An in-depth conversation with a great founder is a rare opportunity. It was a pleasure hosting Charles Savage to talk about, well, everything really.

Easy Does It Podcast: Cooking up a Great Portfolio with The Finance Ghost

In the Easy Does It podcast, I talked about how to cook up a great portfolio with DJ@Large. This two-part series is well worth a listen!
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