Monday, March 23, 2026
Subscribe
Podcasts

Ghost Stories #97: From mechanical work to judgement in portfolio management – reallocating human effort with AI

The Finance Ghost -
Institutional investors with complex structures face multiple challenges in managing their investments. At Forvis Mazars in South Africa, the team is actively working on AI-driven solutions to help clients reallocate time from mechanical work to judgement work. Shane Cooper and Rishi Juta joined me to explain what they've been building.
Unlock the Stock

UNLOCK THE STOCK: Araxi

The Finance Ghost -
In the 66th edition of Unlock the Stock, Araxi returned to the platform to talk about the recent numbers and the strategic outlook for the business. The recorded presentation and Q&A session is available here.
Latest
In Case you missed it
Ghost Bites
View more
Ghost Bites

Ghost Bites (Hulamin | Labat Africa | Premier | The Foschini Group | York Timber)

The Finance Ghost -
Premier is the star of the show. The Foschini Group's trading statement is worrying. Hulamin made losses in 2025. York Timber needs a new CEO. Labat Africa has done a deal with pricing that looks almost too good to be true.
Ghost Bites

Ghost Bites (Aspen | Exxaro | Investec | Momentum | Schroder European Real Estate)

The Finance Ghost -
Aspen has released the APAC deal circular. Exxaro's dividend is much higher. Investec's UK business is lagging. Momentum is largely positive. Schroder European Real Estate remains unappealing to me.

 

BE PART OF THE GHOST MAIL COMMUNITY

Join 140,000 investors in the Ghost Mail community.

SUBSCRIBE NOW
Podcasts
View more
Ghost Wrap

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

The Finance Ghost -
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

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
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?

Focuses on making market news and investment concepts accessible, understandable and fun!

Ghost Mail is free to read

SUBSCRIBE TODAY

Partner with Ghost Mail

CONTACT US

© Ghost Mail

Verified by MonsterInsights