Simons

I chatted with Tasneem Samodien from Private Clients by Old Mutual Wealth about Amazon’s massive financial loss and negative return on equity. It’s a large holding in their portfolio, but they’re happy that this loss was more about…

As an investment community we seem to have moved on from our greylisting status, so I spoke with Bianca Botes from Citadel Global for an update. I asked about its impact and what government is doing to get us off the list. Certainly, we…

Australia-headquartered music database company, Jaxsta, has appointed Josh Simons as its new CEO, effective immediately, succeeding Beth Appleton who has stepped down from the role.Appleton spent over a year in the role after being promoted…

The big story of the week was Afrimat buying Lafarge South Africa for a little over R1 billion. I spoke with Bruce Williamson from Integral Asset Management about the deal and he’s very optimistic. Lafarge revenue is ±R3.5billion and…

The debate about value versus growth investing is as old as investing itself. Sean Kelly from Paragon Wealth Managers and I discussed the differences and some great long-term data that supports the view that a truly diversified portfolio…

I chatted with Marius Oberholzer, head of multi-strategy at STANLIB, on changing trends in investing, as future returns may be lower than the previous decade. We also touched on how much to have offshore, especially within Regulation 28…

Good news out of Transnet is rare, but chatting to Earle Peters from Transnet Port Terminals, in charge of the Durban harbour, we found some. The Agribulk terminal had its best year in a decade, shipping over a million tons through the…

BLSA’s objective is to help create a positive environment for business. For the most part, we focus on how economic and industrial policy can support our efforts to grow the economy and create jobs. Very rarely do we have to consider the…

The past week has seen a flood of inflation data and central bank interest rate decisions. I asked Sanlam Investments’ Carmen Mpelwane how it uses this data in its investing process. She commented that more than anything what matters is…

You can also listen to these podcasts on iono.fm here.  Fortress lost its real estate investment trust (Reit) status at the end of January and hence was unable to pay a dividend for its latest (interim) results. I spoke with Fortress CEO…