Investment Holding
Will you take the Brait?
Ghost Grad Karel Zowitsky dug through the Brait integrated annual report to pull together some great insights into Virgin Active and Premier.
Investment Holding
Prosus: “Investing through the income statement”
Naspers and Prosus are masters of putting a spin on things. The market got very excited on Monday about a value unlock in this web. I'm not convinced.
Agriculture and Food Producers
Brait: bread, boets and (exchangeable) bonds
Brait is an investment holding company with fascinating underlying businesses. Many people are scratching around this group, deciding if there's an opportunity here.
Investment Holding
African Rainbow Capital: is there a pot of gold at the end?
After a strong share price performance in the past year, will shareholders in ARC eventually be rewarded with a pot of gold at the end of the (African) rainbow?
Investment Holding
ADvTECH shows (cost) discipline in the classroom
For the year ended December 2021, ADvTECH achieved revenue growth of 8%. The Schools South Africa division could only manage revenue growth of 4%...
Investment Holding
Remgro rebounds
Remgro has released results for the six months ended December 2021 and has declared a dividend.
Investment Holding
Mac Brothers is now Grand Parade’s biggest headache
Grand Parade Investments (GPI) has released results for the six months ended December 2021.
Financial Services
ARC Investments makes it Rain
In the six months to December 2021, ARC Investments' intrinsic investment value in the ARC Fund grew by 16.8% to nearly R13.5 billion
Investment Holding
STADIO declares a maiden dividend
Tertiary education business STADIO has released results for the year ended December 2021.
Investment Holding
Virgin Active gets Real (Foods)
Virgin Active has had an incredibly tough time during the pandemic. Even when the gyms were allowed to reopen, I wasn't convinced that people...
