Thursday, April 10, 2025

Ghost Stories #59: STADIO – a growth story on the JSE

STADIO Holdings has a growth story to tell. That's a rare thing on the South African market. The tertiary education space is booming and STADIO is addressing that demand through a combination of contact learning and distance learning offerings. On this podcast, CEO Chris Vorster and CFO Ishak Kula joined me to talk through the business model.

Ghost Stories #58: Diversification – the way to survive market chaos

With the markets in disarray in the aftermath of tariffs, it looks like the theme this year is more around risk management in a bear market rather than which growth stocks to buy. This is where strategic asset allocation becomes key, as discussed with Kingsley Williams of Satrix in this podcast.

Adolescence: why do some things go viral?

There’s a temptation to treat virality like a shot in the dark. But virality isn’t an accident - it’s chemistry. And when it works, it works for a reason: a potent mix of psychology, social contagion, and cultural timing. Dominique Olivier uses Adolescence as a perfect example.

UNLOCK THE STOCK: Fortress Real Estate Investments

In the 50th edition of Unlock the Stock, Fortress Real Estate Investments joined the platform for the first time to talk about the recent performance and strategic focus areas for the group. The Finance Ghost co-hosted this event with Mark Tobin of Coffee Microcaps and the team from Keyter Rech Investor Solutions.

CAUTION: potholes ahead!

After a tough first quarter of the year, investors seeing their portfolios decline in value may be questioning whether their current strategy is still right, or if a change is needed. Kingsley Williams of Satrix shares his insights into diversification and portfolio strategies.

Hot take: chillies and the human desire for suffering

Curry. Con carne. Arrabbiata. Peri-peri. In almost every corner of this world, you’ll find a dish that’s been given the signature bite of the chilli pepper. As strong as they are small, these pungent peppers have achieved the culinary equivalent of world domination, when all they really wanted to do was to get us to stop eating them.  Dominique Olivier explains.

CA&S: a business on track

CA&S Group has reported a strong set of annual results for the financial year ending 31 December 2024, demonstrating the strength of its diversified business model and its continued push into high-growth markets.

Ghost Stories #57: VAT strategies, bracket creep and what it means for South Africans

With the dust having settled on the Budget Speech and the proposals that parliament will need to vote on, Tertius Troost of Forvis Mazars in South Africa joined me to reflect on the key drivers behind the headlines - including the real questions, like whether VAT is anti-poor and how bracket creep really impacts us.

UNLOCK THE STOCK: Homechoice International

In the 49th edition of Unlock the Stock, Homechoice International joined the platform for the first time to talk about the recent performance and strategic focus areas for the group. The Finance Ghost co-hosted this event with Mark Tobin of Coffee Microcaps and the team from Keyter Rech Investor Solutions.

Temu Teslas no more: how China won the EV race

In case you've been living under a rock, the Chinese vehicle onslaught is causing massive disruption in the automotive sector. It's even more severe in the EV world, something we aren't exposed to in South Africa. Dominique Olivier explains how China did it.

GHOST WRAP – Q1 winners on the JSE

In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?
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