Ghost Stories
Ghost Stories #10: Unpacking the Trauma at Transaction Capital (with David Hurwitz, CEO)
Raw, unedited and getting to the crux of key matters around what has happened at Transaction Capital and perhaps most importantly, what the future holds. CEO David Hurwitz is in the hot seat.
Ghost Wrap
Ghost Wrap #17 (Remgro | Steinhoff | York Timber | RFG Holdings | CA Sales Holdings | Master Drilling | Bell Equipment | Gemfields...
In this week's Ghost Wrap, we deal with investment holding companies, FMCG, mining services, mining and primary agriculture companies. Brought to you by Mazars, this is your whirlwind summary of JSE news.
Ghost Stories
Ghost Stories #9: Why Bias is Bad for You (with Kingsley Williams of Satrix)
Kingsley Williams of Satrix is here to help you understand cognitive bias and how it affects the quality of your decision making. This is useful not just for your portfolio, but for your life as well!
Ghost Wrap
Ghost Wrap #16 (Transaction Capital | Sun International | AngloGold + Gold Fields | Hyprop | Sabvest Capital | STADIO | Caxton | Balwin)
Aside from Transaction Capital dominating the headlines, there was good news from Sun International, STADIO, Caxton and Sabvest. Gold Fields and AngloGold announced a JV. Hyprop missed an interim dividend. The outlook for Balwin is worrying.
Ghost Stories
Ghost Stories #8: Of Dark Stores and “Dark” Stores (with Roy Bagattini, CEO of Woolworths)
In this candid discussion with Woolworths CEO Roy Bagattini, we unpacked great insights into how the retailer is navigating this environment. This episode of Ghost Stories is brought to you by EasyEquities.
Ghost Wrap
Ghost Wrap 15 (Capitec | Standard Bank | Nedbank | AVI | Sea Harvest | Bidvest | Shoprite | STADIO | Renergen)
With major updates in the banking and fishing industries, it was an interesting week. Bidvest was perhaps the star of the week, while Shoprite struggling with load shedding. STADIO and Renergen also feature.
Ghost Wrap
Ghost Wrap 14 (Murray & Roberts | Aspen | Cashbuild | Caxton & CTP | Investec Property Fund | Woolworths | MultiChoice | Sasfin)
I explain the big moves in Murray & Roberts. Aspen and Woolworths, along with major strategic news from MultiChoice and the ManCo deal at Investec Property Fund. I also cover Cashbuild, Caxton & CTP and Sasfin. Ghost Wrap is brought to you by Mazars.
Ghost Stories
Ghost Stories #7: Growth, Value and Markets (Nico Katzke, Head: Portfolio Solutions at Satrix)
Nico Katzke has an absolute wealth of experience and knowledge, which is why he is the Head of Portfolio Solutions at Satrix. He joined me to talk about, well, almost everything!
