Tag:

Bank

Ghost Stories

Ghost Stories #23: Unpacking the African Bank Strategy (with CEO Kennedy Bungane)

After I wrote critically about the pricing of African Bank's acquisition of two Sasfin businesses, African Bank reached out with an incredibly mature request for engagement. This podcast is the result, unpacking their strategy with CEO Kennedy Bungane.

Diversified Industrials

Grindrod: now that’s a terminal growth rate

Grindrod is winning because Transnet is losing. With a successful port and terminals operation in Mozambique, shareholders are smiling.

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