17 October 2023
It’s been a tough year for local equities, but there have been some strong performances on the local market. What can we learn from them and can they ...
South African consumers are in pain. We know this. It’s a headache that just keeps getting worse for people, with food inflation at astonishing levels...
The local cement industry isn’t an easy way to make money. In fact, it’s rather hard. Ba-dum-tiss. Highlights: PPC has been dealing with all kinds of ...
Have you been buying the dip? 👀In the latest Best of Ghost Mail feature, the Finance Ghost explores how not all dips are created equal, looking at th...
17 May 2023
Investors are desperately looking for safe places to put their money. Herd mentality is a dangerous thing, with no greater examples right now than the...
19 April 2023
Companies in the luxury sector are trading at luxury valuations. The Finance Ghost also takes a look at the banking sector and the buzz around copper.
31 March 2023
In investment holding companies and property companies, the concept of “net asset value per share” or NAV per share is never far away. In investment h...
Roy Bagattini has led a strong turnaround at Woolworths, putting the group back on track and rewarding shareholders in the process. It didn’t come a m...
In this edition of Best of Ghost Mail, we take a look at The warning signs at Murray & Roberts and City Lodge. Clientele as an example of a high yield...