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Podcast
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SA Inc: Unlocking a Contrarian Investment Perspective
In the latest episode of Investec’s "No Ordinary Wednesday podcast".
Ghost Stories
Ghost Stories Ep29: Balancing the Budget Speech (with Tertius Troost of Mazars)
Tertius Troost is having a busy month, because February is when all eyes are on SONA and then the Budget Speech. He joined me to unpack the key things to watch in the Budget.
Ghost Wrap
Ghost Wrap #61 (The Foschini Group | Mr Price | Truworths | Pepkor)
In this episode of the Ghost Wrap podcast, I focused on four competing clothing retailers and their recent updates. Ghost Wrap is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #56 (Purple Group | Spar | Pepkor | Bidvest | Attacq)
In this podcast, I covered a variety of sectors in the form of Purple Group, Spar, Pepkor, Bidvest and Attacq. It's a tough market out there, but there's always so much to learn!
Ghost Stories
Ghost Stories Ep25: A Landmark Network (with Anoop Ninan, CEO of Mazars in South Africa)
Mazars has announced a landmark network with Forvis, creating a top 10 firm in the USA. The CEO of Mazars in South Africa, Anoop Ninan, joined me to unpack why this is important.
Ghost Wrap
Ghost Wrap #44 (Bowler Metcalf | City Lodge | Shoprite | The Foschini Group | Bidvest | AVI)
There's a good spread of news in this update, including small caps and retail giants, with a sprinkling of diversified industrials for good measure.
Ghost Stories
Ghost Stories #18: Spotlight on Bond ETF Investments with Siyabulela Nomoyi (Portfolio Manager at Satrix)
Equity ETFs tend to dominate the narrative among investors, particularly retail investors. Fixed income or bond ETFs are often ignored, which is a pity now that yields have picked up to current levels. With Siyabulela Nomoyi of Satrix, we put the spotlight on bond ETFs.
Ghost Stories
Ghost Stories #16: Investing For Your Kids with Thembeka Khumalo (Senior Client Experience Manager at Satrix)
Compound interest isn't just the eighth wonder of the world. It also happens to be probably the best gift that you could give your children. Listen to this podcast to understand why.
