FFM podcast ep4: The Naspers heavyweight as Tinder inspires active against hold

Loading player...
Time flies as we enter week four of Fantasy Fund Manager. This week Corion Capital's David Bacher and Andrew Vintcent from ClucasGray Asset Management joined us in the studio. A Tinder-inspired article in the Financial Mail got the juices flowing around which approach might be better suited; buy-to-hold or active management. The most brought-in stock for the week was Naspers, which is now held by 1 in 4 players, while the big ownership move into Lewis Group was at the expense of Woolworths and Clicks. Also look out for Andrew Vintcent’s pro tip. If you still want to play the game, register at www.fantasyfundmanager.co.za and compete in the weekly and monthly prizes—thanks to our platinum sponsors Sharenet, Terebinth Capital, ClucasGray Asset Management, and Money Better. Remember to subscribe to the podcast so you don't miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
24 May 2023 12PM English South Africa Investing · Business News

Other recent episodes

SA businesses battered by infrastructure instability - Muhammad Ali

Infrastructure failure has become a core business risk in South Africa. In this interview with Chris Steyn, international ISO standards and systems implementation specialist Muhammad Ali warns: “...infrastructure is not just decaying, it's going down the drain to its limit’. He notes that while systems and standards exist, “it's just…
20 May 5AM 14 min

Andrew Morphew - SA’s FMD plan fails as vaccinated animals become infected…

South African farmers are furious with the State's failures in its handling of the Foot and Mouth Disease outbreak and vaccination programme. In this interview with Chris Steyn, Andrew Morphew, the spokesperson for FMD Response SA says: “We are seeing the virus is continuing to spread. There's Foot and Mouth…
19 May 6AM 13 min

Tim Cohen: Doubling down on transformation

The fight over transformation policy in South Africa is intensifying as four of the biggest law firms legally challenge the new legal sector codes. Currency News Senior Editor Tim Cohen joins Irakli to discuss the deeper fault lines exposed by this clash, questioning whether the push for 50% black ownership…
18 May 11AM 9 min