Wednesday, July 16, 2025

Unlock the Stock: Astoria

Astoria joined Unlock the Stock for the first time, giving investors insight into the portfolio that offers diverse exposure to a range of sectors.

Trimming the Hedges: What to Do with the Rand in Your Portfolio?

Few need reminding of the volatility of our currency and the devastating impact it has on imported good prices, and our ability to travel in comfort.

Unlock the Stock: CA Sales Holdings

The management team of CA Sales Holdings returned to the Unlock the Stock platform to update the market on the latest excellent results and the strategy going forward.

Unlock the Stock: PPC Limited

In the fifteenth edition of the Unlock the Stock platform, PPC Limited joined us to discuss the way forward and the financial foundation for the strategy.

How disruption is shaping the future of healthcare and its impact on medical real estate.

If you were able to go back half a century and suggest that in 2023 you will be able to have your hip replaced with a prosthetic and be home the same day you would be guided quietly to the Mental Health ward for “re-orientation”.

Ghost Stories #11: Investing in 12B Solar with Grovest (with Jeff Miller, CEO Grovest)

Jeff Miller, CEO of Grovest, joined me to introduce the Twelve B Energy Fund and the opportunities that it offers to investors who are looking for a tax-enhanced exposure to solar assets.

Woes for local food retailers amidst the ongoing energy crisis – an analysis of Woolworths and Shoprite

In a lovely example of fundamental and technical analysis, Alexander Weiss of Trive South Africa takes a look at Woolworths and Shoprite, including key trading levels.

Orbvest: where is the Rand/Dollar going?

The Rand has gone from bad to worse over the last month, but is it really a surprise? The R/$ has been especially volatile of late, but it’s been a story of one step forward and two steps back.
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