Ghost Wrap
Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)
Italtile and Cashbuild are interesting plays for an improvement in consumer discretionary spending. Quilter released strong results. AngloGold and Gold Fields had such different production results, yet its Gold Fields out there doing deals.
Podcasts
The rise of self-directed investing
Self-directed or do-it-yourself investing and trading are on the rise globally. Tinus Rautenbach, head of Investec’s new online trading platform Clarity, shares essential insights for individual investors looking to take control of their investment and trading portfolio.
Ghost Wrap
Ghost Wrap #75 (MTN’s African subsidiaries | ArcelorMittal | Curro)
MTN's African subsidiaries are further evidence that using "Africa" as an umbrella term is dangerous. Speaking of danger, operating leverage at ArcelorMittal is a massive concern. Curro is clawing its way back to pre-pandemic earnings.
IG Markets
The Trader’s Handbook Ep3
Aside from a look at trades in The Finance Ghost's demo account including Mr Price, Richemont and Prosus, Shaun Murison of IG Markets South Africa shared insights into how to choose the right brokerage account.
Ghost Wrap
Ghost Wrap #74 (Balwin | British American Tobacco | Mr Price | Vodacom)
What does Balwin's push into rentals mean for the investment case? How are British American Tobacco's New Categories performing? Is Mr Price growing in the core business? And is Vodacom managing to grow? Find out in Ghost Wrap, brought to you by Forvis Mazars.
Ghost Stories
Ghost Stories #43: Market optimism and investment strategies in post-election South Africa (with Nico Katzke)
In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors, like market optimism and equity strategies as well as how the carry trade protects the rand.
Ghost Wrap
Ghost Wrap #73 (Richemont | AVI | Karooooo | Prosus)
Get the latest on Richemont's sales, AVI's profitability, Karooooo's growth and the moonshot remuneration package for the Prosus CEO.
IG Markets
The Trader’s Handbook Ep2
The Trader's Handbook is brought to you by IG Markets South Africa in collaboration with The Finance Ghost. This podcast series is designed to help you take your first step from investing into trading.
