Wednesday, January 8, 2025

Ghost Wrap #74 (Balwin | British American Tobacco | Mr Price | Vodacom)

What does Balwin's push into rentals mean for the investment case? How are British American Tobacco's New Categories performing? Is Mr Price growing in the core business? And is Vodacom managing to grow? Find out in Ghost Wrap, brought to you by Forvis Mazars.

Ghost Stories #43: Market optimism and investment strategies in post-election South Africa (with Nico Katzke)

In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors, like market optimism and equity strategies as well as how the carry trade protects the rand.

Ghost Wrap #73 (Richemont | AVI | Karooooo | Prosus)

Get the latest on Richemont's sales, AVI's profitability, Karooooo's growth and the moonshot remuneration package for the Prosus CEO.

The Trader’s Handbook Ep2

The Trader's Handbook is brought to you by IG Markets South Africa in collaboration with The Finance Ghost. This podcast series is designed to help you take your first step from investing into trading.

Ghost Stories #42: Utshalo wants more retail investors

Paul Miller is incredibly passionate about retail investor participation in the market, something he is actively encouraging through Utshalo. The Orion Minerals share purchase plan shows what is possible.

Ghost Stories #41: Investec Rand Nikkei 225 Autocall | Investec Dollar Euro Stoxx 50 Autocall

Andri Joubert of Investec Structured Products joined me to unpack the Investec Rand Nikkei 225 Autocall and the Investec Dollar Euro Stoxx 50 Autocall. Full transcript included.

The Trader’s Handbook Ep1

The Trader's Handbook is brought to you by IG Markets South Africa in collaboration with The Finance Ghost. This podcast series is designed to help you take your first step from investing into trading.

Ghost Wrap #72 (KAP | Sephaku Holdings | ArcelorMittal | Nampak)

Get the latest on KAP's performance, Sephaku's positioning for the GNU Dawn, ArcelorMittal as a risky (but interesting) punt and Nampak as a turnaround story that is on a solid footing.
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