BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
US small cap growing at 20-plus percent per year going for a 9 P/E!
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.
Analysis: Paying for the Gupta's greed...a Transnet tale
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…
'Eye-watering and systematic looting at Transnet' - DA's Ghaleb Cachalia
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.
BPH: Spotlight on Transnet looting; Deep dive on Zondo's second report; SA restauranteur's 'byt vas' Covid attitude
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;…
Flash Briefing: Next chief justice app. on Cyril’s shoulders; AGSA report ‘reads like horror story’; lockdown regs
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…
TreasuryOne's Andre Cilliers on the robust Rand
TreasuryOne's currency expert Andre Cilliers dives into the factors influencing the rand dollar price action at the moment.
One giant leap for South Africa into space science with Nyameko Royi
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…
FAANG analysis with hedge fund guru Jean-Pierre Verster
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…
Welcome to the Gupta’s racketeering enterprise, collect bribes at the door
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…
Beating Buffett: CEO David Hurwitz shares the four key ingredients of top stock Transaction Capital's secret sauce
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…
BPH: Spotify/Meta stocks plunge; Sean Peche on mega-cap risk; Meet SA's top CEO David Hurwitz
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%;…
Flash Briefing: SA education a victim of pandemic; battle against state of disaster accelerating; UK probe into Bain
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…
Someone needs to pay the bill and this time it’s the growth investors – Sean Peche on mega-cap risk
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…
Valuations matter, forget the story - Corion Capital’s David Bacher
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…
Flash Briefing: Guptas centre stage in Part 2 of State Capture report; SA govt behind SOE collapse – Zondo; Solidarity
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…
BPH - David Bacher talks valuations; BizNews-inspired education innovation; CR's 2nd-term looming; Zondo's Part II
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 on Biden, Boris’ hair, wokeness and his relation to Margaret Thatcher – no-holds-barred
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…
BPH: John Biccard talks stocks selection; SA pulls out of Chelsea Flower Show; tamper-proofing an anti-corruption unit
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…
Flash Briefing: Drop PCR test travel requirement, urges FEDHASA; No more aces up Magashule's sleeve; SA's petrol price
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…
Paul Hoffman wants new 'Chapter 9' corruption-fighting agency
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…