Research Portal

Elections & Protecting Your Portfolio: Rand Hedged Stocks

/
As the saying goes, in this world nothing is certain, except “Volatility and Elections.” Yes I made that up, but the one certainty we have ...
Find out more >

Mind the Gap - Brait

/
I continue to recommend avoiding Brait. The latest results from troubled New Look don’t hold out much hope that we’ll see recovery in that ...
Find out more >

Brait Brexited?!

/
  I’ve been bearish on the Brait valuation for months now with a Trading Sell recommendation and a fair value south of the prevailing share ...
Find out more >
More Blog Posts
SEARCH ALL RESEARCH