Sean Peche - Praising Mteto; comparing Discovery and Remgro; and stocks after rate cut

Loading player...
Ranmore founder Sean Peche specialises in finding cheap shares, often among the neglected small and medium-sized listed companies. He pays little attention to the ‘big news’ like the surprise 50 basis point rate cut from the US Fed, preferring to focus on areas where he can see opportunities to buy low and sell high. Freshly returned to his UK base from BNIC#1, Peche identifies the star of that show (Mteto Nyati) and uses the advantage of fresh eyes to compare annual results just released by Discovery and Remgro. He spoke to BizNews editor Alec Hogg.
19 Sep 2024 10AM English South Africa Investing · Business News

Other recent episodes

Rubio’s visa move a blunder: FW de Klerk Foundation appeals to Washington to reconsider

The Trump administration has escalated its pressure on South Africa, with Secretary of State Marco Rubio announcing new visa restrictions over land expropriation laws and racial discrimination against the Afrikaner minority. Christo van der Rheede, executive director of the FW de Klerk Foundation, calls it a profound strategic blunder, one…
18 Sep 9AM 17 min

How Alec Hogg's 45 years in journalism culminated in BizNews and its loyal "tribe"

This interview was livestreamed on Conscious Caracal on 11 September 2026. Find Ernst van Zyl's Conscious Caracal Podcast here: https://www.youtube.com/@UCeNFLCUJ2lM1S_H32ICVs4w Before BizNews, there was a bank job Alec Hogg quit within three years, a company called Moneyweb he built from a room above his garage and then lost control of,…
18 Sep 9AM 49 min

Corné Mulder says SA could have a new government before 2029

South Africa just joined a short and unflattering list of countries facing individual US visa restrictions, and Freedom Front Plus leader Corné Mulder says he saw it coming from a manifesto launch stage days before it happened. He tells Alec Hogg why he thinks Cyril Ramaphosa's habit of avoiding decisions…
17 Sep 10AM 28 min