15 January 2018
I’ve had a Sell recommendation on Woolworths for some time. In fact, three years back I advised that “Woolies has its hands full with its empire build...
12 January 2018
In December, US President Donald Trump signed into law H.R. 1, originally known as the “Tax Cuts and Jobs Act.” There are major changes to the taxatio...
9 January 2018
Tencent, 33,3% owned by Naspers, is not short on corporate activity or pipeline. Spotify, a leader in music streaming, and Tencent Music are each be b...
13 December 2017
The 54th ANC national conference runs from the 16th to the 20th of December. A new ANC president is to be elected. The difference between the two main...
Mark Ingham: Still value left, but it’s eroding fast at shuttered-up Steinhoff "It becomes obvious early during this interview that independent invest...
8 December 2017
The latest ad hoc announcement from Steinhoff has two components – one which begs more questions than it answers relating to the validity and recovery...
28 November 2017
In the past year, Richemont took some internally disruptive measures to make sure that the Group remains top of its game in luxury goods. A management...
13 November 2017
In the past year, Richemont took some internally disruptive measures to make sure that the Group remains top of its game in luxury goods. A management...
30 October 2017
The indefatigable Brian Joffe, who recently turned 70 years of age, has invested his considerable business acumen in a start-up called Long4Life. This...