Podcasts
PODCAST: No Ordinary Wednesday Ep110 | US priced for perfection
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, unpacks the key findings of Investec’s latest Global Investment View, highlighting risks for global investors and where opportunities lie outside the US.
Ghost Stories
Ghost Stories #73: STADIO – A bright future for students and shareholders
STADIO Holdings is enjoying excellent support in the market for its strategy, evidenced by a strong share price performance in a year when the shine has come off many SA Inc. stocks. This begs the question: how are they getting it right? CEO Chris Vorster and CFO Ishak Kula joined me on this podcast to explain how the growth strategy is playing out.
Capitec
The Finance Ghost Plugged in with Capitec: Ep 3 (Blueprints to breakthrough with Legaro Property Development)
With a background in law and economics, Obaratile (OB) Semenya’s approach to property includes exposure at practically every part of the value chain. From developing high-end residential projects through Legaro Property Development to driving sales at his real estate agency, Natural Property, he’s mastered the full property journey. And with extensive experience working closely with Balwin, OB also knows his way around the biggest developments around.
Ghost Stories
Ghost Stories #72: Superbalist to Bash – from startup exits to an omnichannel masterclass at TFG
Claude Hanan and Luke Jedeikin have quite the story to tell. With brands like Superbalist and Bash under their belts, this duo made the journey from indie startup founders to corporate executives responsible for driving growth in groups like Takealot and The Foschini Group (TFG). On this podcast, they explain exactly why omnichannel is so powerful.
Podcasts
PODCAST: No Ordinary Wednesday Ep108 | Striking gold in global markets
The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US inflation, China’s demand shifts and local logistics woes? Jeremy Maggs speaks to Osa Mazwai and Campbell Parry of Investec.
Podcasts
PODCAST: No Ordinary Wednesday Ep107 | A pivot to lower interest rates in South Africa?
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled, as discussed by Jeremy Maggs with Investec Chief Economist Annabel Bishop. Just what does South Africa's macroeconomic policy mean for all of us?
Capitec
The Finance Ghost Plugged in with Capitec: Ep 2 (A business glow-up with Rabia Ghoor from swiitchbeauty)
Rabia Ghoor, founder of swiitchbeauty and winner of multiple awards, is one of South Africa’s most celebrated young entrepreneurs thanks to her fascinating backstory of starting the business at the age of 14 and dropping out of high school shortly thereafter. But in the decade or so since then, Rabia has built a powerhouse of an eCommerce business – a business that deserves the limelight beyond its founder.
Podcasts
PODCAST: No Ordinary Wednesday Ep106 – Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth?
In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
