Ghost Stories
Ghost Stories #13: Offshore or Offsides? Objectively Assessing Exposure with Nico Katzke (Head of Portfolio Solutions at Satrix)
In Episode 13 of Ghost Stories, Nico Katzke of Satrix returned to the platform to discuss a variety of topics around a central theme that is critical to all South Africans: the local vs. offshore debate.
Ghost Stories
Ghost Stories #12: A Market Thriller with a Future in Manila (with Charles Savage)
Purple Group CEO Charles Savage joined me to unpack the interim results that set Twitter on fire with commentary. Elevate yourself from the noise and form an objective view through this podcast.
Ghost Wrap
Ghost Wrap #21 (Clicks | Nu-World | Purple Group | Cashbuild | Oceana | Raubex | Mining Production (BHP + Glencore + Merafe +...
This week's Ghost Wrap lays bare the impact of load shedding and inflation on a number of businesses, both good and bad. Look out for major retail, mining and financial services news in this episode.
Ghost Wrap
Ghost Wrap #20 (Aveng | PSG Konsult | De Beers + Richemont | Alphamin | Universal Partners | Stor-Age | Sappi | Glencore)
There's some juicy dealmaking this week (Stor-Age, Sappi and Glencore), alongside tough numbers from Aveng and good ones at Alphamin and PSG Konsult. Watch out for Chinese luxury demand at De Beers and Richemont!
Others
Investment School with Bruce Whitfield: how to research stocks
In my first ever appearance on The Money Show, Bruce Whitfield invited me to an Investment School segment to discuss what I love most: researching stocks and understanding companies.
Ghost Wrap
Ghost Wrap #19 (Investec | CMH | Northam Platinum + RB Plats + Implats | Pick n Pay | EOH | Nampak | Murray...
Episode 19 of Ghost Wrap features M&A from Investec, Northam Platinum, Glencore, Murray & Roberts and Rebosis. There were earnings from CMH and Pick n Pay, with EOH and Nampak giving balance sheet updates.
Ghost Wrap
Ghost Wrap #18 (Absa | RCL Foods | Metair | York Timber | Nampak | EOH | Bell Equipment | Barloworld)
In this week's Ghost Wrap, a number of marginal companies on the JSE are in the spotlight. There's also deal activity at Absa and RCL Foods, along with results from Bell Equipment and Barloworld.
Ghost Stories
Ghost Stories #11: Investing in 12B Solar with Grovest (with Jeff Miller, CEO Grovest)
Jeff Miller, CEO of Grovest, joined me to introduce the Twelve B Energy Fund and the opportunities that it offers to investors who are looking for a tax-enhanced exposure to solar assets.
