Tuesday, December 2, 2025

Ghost Stories #85: Why DIY investing and advice belong together

DIY investing is all the rage and certainly has a place in the market, but so does financial advice. After all, you might love decorating a home, but wouldn’t you still use an architect to design it properly? Kapil Joshi of Momentum Wealth joined me to discuss a best-of-both-worlds approach to DIY investing and financial planning.

The man who sold a country that didn’t exist

This is the tale of the rise and fall of a nation that existed only on paper, and the man who convinced thousands that it was real. Dominique Olivier entertains and shocks you with the story of Gregor MacGregor, one of the most extraordinary frauds in history.
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Ghost Bites (Crookes Brothers | Mahube Infrastructure | Mantengu | PBT | Premier – RFG | Quantum Foods)

Quantum Foods had one of its best periods in a decade. Mantengu has a lot to do in the second half of the year. PBT Holdings unlocked strong margin gains. Crookes Brothers is a reminder of how tough agri is, while Mahube Infrastructure proves that renewables aren't easy either.

Ghost Bites (Accelerate Property Fund | Deneb | eMedia | Frontier Transport | Growthpoint | HCI | KAL | Life Healthcare | Nampak |...

A huge day of news saw the HCI stable (including Deneb, eMedia, Frontier Transport and Tsogo Sun) release results. Growthpoint released a quarterly update. Nampak is a great turnaround story, while Accelerate Property Fund is also coming right. Numbers came in from KAL, Life Healthcare and Novus as well, while Sirius Real Estate announced another acquisition.

 

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GHOST WRAP – Earnings season brings out the bulls and the bears

With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.

GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
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