jockeying with lawmakers
Phumelela gaming and leisure Ltd (PHM) has been through the worst this past year. Unfavourable changes in legislation and drop in betting...
top of page
Search
The one chart Comair shareholders will not want to see.
Comair’s debt is reaching for the sky. The company’s policy to run the latest and efficient planes is risky. Interest on loans threatens...
Home Choice dividend problem
How king is cash? Home Choice looks to be doing well. The Balance sheet appears liquid at first glance On the income statement side:...
Separating Investment from speculation.
Is Bitcoin an investment or mere-speculation? There is a some serious malpractice going-on regarding the use of the word investment;...
Keeping to the airwaves
The major costs Kulula and FlySafair incur to keep their flying capes on For the analyst: Understanding how money flows in and out of a...
Risk and a margin of safety
A value investor’s view This article attempts to explain how value investors measure and manage their risk. Risk is the potential to lose...
The art of investing
A pun on the art of war What can investors learn from Sun Tzu-the brilliant military strategist? The art of war is an ancient military...
The chicken or the egg-which is more expensive?
Shining the spotlight on… Quantum This article is not an attempt to answer the question on what came first between the chicken and the...
Only if the price is right
What is the best time to buy shares for investing? We often hear “Buy low and sell high”. True, but what does "low" in mean? From an...
The budget deficit
Why does the Caxton and CTP Publishers and Printers Group keep cash of R1.7 billion when it is not a Berkshire Hathaway? In yesterday's...
Berkshire Hathaway's $120 billion war chest
Berkshire Hathaway is a very famous company listed on the New York Stock Exchange. For one, it is run by the world’s greatest investors ...
A bitter afterTaste on the JSE
Taste Holdings bails on food. Big news on the JSE Taste Holdings (Taste) has announced that it will be selling Starbucks and completely...
What do R200 stokvels and the Dotcom bubble have in common?
A Warning and lesson from history. “ Those who cannot remember the past are condemned to repeat it”-Santayana The year 2000. The dot com...
A quick bite on the Just Eat PLC acquisition
So Naspers (I mean Prosus) has gone and offered £4.9 billion to the shareholders of Just Eat PLC. This acquisition is part of Prosus’s...
Meet Mr Market
There is nothing like bad news... On 8 August 2019 Health Minister Dr Zweli Mkhize presented the NHI Bill to parliament. This was part of...
Is Rain really worth R12.5 Billion rands?
Rain Mobile (or Rain) is a South African mobile internet service provider and is 20% owned by African Rainbow Capital (or ARC). In its...
How to think about buying shares.
A share is not just an instrument that generates dividends and can be sold. It is part ownership of a business. As an Investor: When You...
Rule number 1
How to not lose money on the JSE Protecting against the loss of capital. Please note that the contents of this blog have been inspired by...
bottom of page