It's almost unheard of for a US small cap growth stock to be trading at value prices. But Dede Eyesan of Jenga Capital has found one, and in this episode takes us on a guided tour.
In this extensive interview with Institute for Global Dialogue political analyst Sanusha Naidu, we delve into the overall picture emerging out of Zondo's latest report. It's one of unconstrained theft at Transnet totally over R41bn. Naidu discusses the political implications for a "vulnerable" President Cyril Ramaphosa as pressure mounts for…
The Gupta family and their cronies were able to steal at least R41.2bn from their dealings with Transnet. DA Shadow Minister of Public Enterprises Ghaleb Cachalia reflects on the grand-scale looting exposed at the state-owned entity in Zondo's second report.
In this episode of the BizNews Power Hour, the DA's Shadow Minister of Public Enterprises Ghaleb Cachalia shares his thoughts on the "eye-watering" levels of malfeasance exposed at Transnet by Zondo's second report; Michael Appel offers a digestible snapshot of what went on at Transnet during the state capture years;…
News headlines: *The Judicial Service Commission has recommended that Judge Mandisa Maya be appointed as the next chief justice of South Africa. *South Africa’s government departments and state-owned companies have again left the Auditor General with a mess, unable to audit R2.14bn worth of contracts due to missing information. *The…
South Africa took an important step forward this year in space science when the Cape Peninsula University of Technology launched three nanosatellites. Although other African countries have sent satellites into space, these are the first constellation of satellites developed and designed in Africa. They are called MDASat and will be…
Protea Capital Management founder Jean-Pierre Verster shares his insight on the US stock market, with specific focus on the tech titans. The turbulent market has turned Mr. Market into a maniac, with some of the world’s largest businesses - Netflix, Facebook and Amazon - all subject to near 20% intraday…
The much-awaited second tranche of findings coming out of the State Capture Inquiry is blunt about the extent to which Transnet was sucked dry to the tune of at least R41.2bn by the Guptas and their cronies. I’ve been combing through this latest report so that you don’t have to…
Since David Hurwitz took over as CEO in 2014, Transaction Capital's share price has delivered compound annual growth of 24.2% for shareholders. Even more if you include the healthy dividend stream. This in-depth podcast with BizNews editor Alec Hogg seeks the secret sauce driving one of SA's top performing companies…
In this episode of the BizNews Power Hour, the Financial Times has the latest on the Joe Rogan/Spotify saga, with the music streaming platform's stock plunging in after-hours trading; Ranmore Fund Management founder Sean Peche shares his insight on US mega tech stocks Meta and PayPal sliding more than 20%;…
News headlines: *A new report from the University of Stellenbosch claims that schoolchildren in South Africa have lost approximately 1.3 years of schooling since the start of the Covid-19 pandemic – equivalent to losing six and half years of learning progress. *More civil action groups are joining the battle against…
Ranmore Fund Management founder Sean Peche shares his insight on US mega tech stocks Meta (previously Facebook) and PayPal sliding more than 20% following disappointing earnings guidance and lower-than-expected growth forecasts. Peche believes the sell-off is a culmination of several macro- and micro-economic headwinds all coming together at once. Earnings…
Corion Capital’s chief investment officer, David Bacher, focuses on the paradigm shift taking place in markets, the rotation from growth to value. Valuations have started to matter and many of the pandemic winners – stocks that have attractive stories but not necessarily attractive financials – have begun to suffer. Bacher…
News headlines: *The Guptas and their associate Salim Essa used a supplier, VR Laser Services, as a "vehicle" to capture state defence technology company Denel, the State Capture Commission has found. *Acting chief justice Raymond Zondo says that South Africa’s government has proven incapable of appointing CEOs and other officials…
In this episode of the BizNews Power Hour our partners at the FT bring you up to date on a 20 for 1 stock split by Google's parent company Alphabet; Michael Appel unpacks some of Zondo's second report hot off the press; Linda van Tilburg talks to a BizNews-inspired Mossel…
Simon Lincoln Reader, known to the BizNews community as SLR, wears many hats. A regular columnist for BizNews, Reader possesses a unique ability to merge perceptive depth and satirical wizardry in his articles. In January, Reader – a London-based technology investor – visited Cape Town, which presented the perfect opportunity…
In this edition of the BizNews Power Hour one of South Africa's best-performing fund managers John Biccard shares his view on the macroeconomic environment and stock selection within the NinetyOne value fund; SA's prestigious Kirstenbosch Gardens has been forced to pull out of the RHS Chelsea Flower Show; Paul Hoffman…
News headlines: *The Federated Hospitality Association of Southern Africa (Fedhasa) has urged the government to remove the compulsory PCR test required for inbound international and returning SA travellers who are fully vaccinated. *Suspended ANC secretary-general Ace Magashule’s bid to have his ‘step-aside’ order retracted has failed, with the Supreme Court…
Accountability Now's Adv Paul Hoffman says that any truly independent and protected anti-corruption body must be designated a Chapter 9 institution if it is to survive taking on politicians and the like in South Africa. Hoffman draws attention to an error he's picked up in the first of three reports…
1 Feb 2022 8AM
9 min
1 – 20
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