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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!
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.
Ghost Bites Vol 28 (22)
Standard Bank, Telkom, Sibanye-Stillwater and Remgro led the day of news. Exxaro and Harmony also chimed in, along with many director dealings.
Swimming in a sea of red
The short-term picture for the rand is concerning to say the least. The Fed press conference is critical.
Thorts: Corporate Income Tax: A bittersweet reduction
It is unfortunate that the government waited so long to reduce the CIT rate, when CIT rates globally had been steadily declining for at least a decade
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Growthpoint wants you to watch Top Gun
If you can’t help with the Ster-Kinekor debtor, then Growthpoint would like you to rent some office space instead.
Ghost Bites Vol 29 (22)
Growthpoint was the big update of the day, with important news from EOH, Tongaat, Naspers / Prosus, Sephaku, Alphamin and many others.
Market update: currencies and commodities
Chinese retail sales data gave emerging markets currencies a knock.
Inflation, war and India: are there opportunities?
With inflation running away and conflict in Ukraine likely to endure, where are the opportunities?
