[TOP STORY] The end of high-tech flyers at extreme valuations?
Loading player...
‘The story has changed very quickly from growth to cash flow’: Jacques Plaut – portfolio manager, Allan Gray.
Other recent episodes
[TOP STORY] Buying undervalued shares when others are pessimistic
‘If the bet is 100% that Pick n Pay won’t turn around that just seems too severe, and I’m prepared to bet against that' – John Biccard from Ninety One.
The Fog of War makes investment decisions tough
Nick Kunze of Sanlam Private Wealth weighs in on the potential long-term impacts and opportunities as the Iran war moves into its fourth week, and analyses TFG's trading update. Momentum Group CEO Jeanette Marais on the latest results. John Biccard of Ninety One on managing being a value investor and…
[TOP STORY] Gold doesn't go up or down
Hlelo Giyose from First Avenue Investment Management explains the yellow metal’s constancy compared to every other investment asset.
Can AI assist with investing?
Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to…
[TOP STORY] Capitec redefining lending in SA
Wiehahn Koch explores the bank’s innovative ‘purpose lending’, which links credit to specific life improvement goals like mobility and education – rather than mere consumption.