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When opportunity knocks on oil
21 April 2020
The Oil Market and Sasol Limited (SOL) The Oil market has seen it’s fair share of ups and downs, but mostly downs the last couple of weeks and yesterd...
The people’s bank 2.0 (CPI)
21 April 2020
Capitec Bank Holdings Limited (CPI) The “people’s bank” has come a long way in defying the odds by innovating and changing the way we look at banking ...
SASOiL
16 April 2020
The Oil Market and Sasol Limited (SOL) The world seems to be at a turning point with the effects of COVID-19 filtering through to the financial market...
When Goliaths meet
9 April 2020
Video Gaming Industry What’s your poison? Shooters or Strategy? Racing or Footy? When two of the biggest gaming brands go head to head, who will emerg...
MTCH made in heaven
7 April 2020
Match Group Inc (MTCH) Finding your MTCH on an exotic Royal Caribbean Cruises RCL destination sounds like every romantic's dream? Well, pre-COVID-19 i...
Cards for Africa (MA)
2 April 2020
Mastercard Inc. (MA)
Moody's Blues
31 March 2020
“Junk Status” They say history repeats itself and patterns are fractal? Twenty-five years ago, South Africa received Moody’s Investment Services inves...
Flatten the curve
26 March 2020
Air Products & Chemicals Inc (APD) It’s off to the races as investors and investment managers alike try to find some protection against the current do...
A managed portfolio to outperform crisis
25 March 2020
We recently released a note outlining how the folks at Emperor think about investing for the long term, and that includes making investment decisions ...
Perspective is everything!
24 March 2020
Financial Market Cycles If I had a penny for every time, I heard the phrases "this is the end of the market", "a total collapse of the financial syste...
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