Ghost Mail | Magic Markets | Unlock the Stock | Financial Mail / Investors Monthly | Daily Maverick | Tweets and retweets NOT advice
Cape Town, South Africa
Joined March 2020
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At @SATRIX_SA, it's time for Africa.
That's the only Shakira reference in this podcast, but it's certainly not the only insight.
Listen to Duma Mxenge explain how Satrix thinks about African capital markets:
youtube.com/watch?v=HFNBM7r7…
Generally, I think it's debatable whether these are the brands people actually want to be seen with these days.
The cost of living is so high. People are struggling. You really want to be carrying a bag that costs the same as someone's car?
Luckily Unlock the Stock never gets rained out...
About to hear from the management team of Calgro M3.
Looking forward to the Q&A!
The Finance Ghost retweeted
⚠️ Today is the day! Of? The webinar! @FinanceGhost — he’s been dropping all those weekly analyses on JSE companies. And Maboko Seabi, you know and love him. He does a lot of your favourite analyses, and our webinars.
➡️ It’s later today at 18:00, on LinkedIn. Set your reminder. We’ll also post one. Click the link to register: linkedin.com/events/75153798…
#Investing101 #InvestSA
Really looking forward to this with @brokstock tomorrow!
I'll be doing a section on equities and ETFs. Nothing wild, but just an overview of index concepts etc.
It's a LinkedIn-based event, so please join via this link:
linkedin.com/events/understa…
Aussies worried about sledging?
We're in their heads..in their heads...Rassie...Rassie!
Wait, wrong sport.
Same principle.
Smash them today!!
Was it fair play from a fiery Marco Jansen or a bit much in your eyes?
A heated day four of #SAvAUS under the microscope: cricketa.us/4iyQYsg
Ghost Mail just went out.
With such juicy commentary from CMH that is relevant to any car buyer, I had to focus on that company in Ghost Bites.
I think it's a great read and a good excuse to subscribe to my mailer if you aren't already a reader:
ghostmailsa.beehiiv.com/p/cm…
CMH on the Chinese brands:
"The used car market has proven to be particularly difficult. The influx of Chinese/Asian brands that were introduced into the market at discount prices some four to five years ago are now at the recycle stage. However, the sharp depreciation in value of these vehicles has surprised owners and forced them to hold on for longer, until the trade-in values align with the residual amounts owed to banks"
Blessing for today:
May you work with the speed and clarity that helped the CMH finance team move from trading statement to detailed interim results in the space of one day.
May we all be so talented!
It's bank earnings season in the US!
In this brand new episode of Magic Markets, @MohammedNalla and I debate whether Bank of America is likely to underperform or outperform its Wall Street peers. We also touch on key themes in this round of earnings:
youtube.com/watch?v=pmdFeio6…
We spend a lot of time looking at equity, but what about the debt market?
How can companies manage complicated debt relationships and terms more effectively?
Ian Norden of Intengo Market is trying to solve that problem:
youtube.com/watch?v=OlozusQ2…
Keen to learn more about Bidcorp?
Get insight into the company from Justin Ritchie and Jan Nel at Aylett & Co. They explain exactly why they have it in the Aylett portfolios:
Aylett & Co. on Bidcorp youtu.be/-uwWqxPcnXc?si=PtPA… via @YouTube
Satrix is taking its ETF journey to Africa.
With a track record of over 25 years in South Africa, the low-cost investment specialist has listed instruments in Namibia, Botswana and Kenya.
Listen to Duma Mxenge explain the strategy:
youtube.com/watch?v=HFNBM7r7…
Really looking forward to this with @brokstock tomorrow!
I'll be doing a section on equities and ETFs. Nothing wild, but just an overview of index concepts etc.
It's a LinkedIn-based event, so please join via this link:
linkedin.com/events/understa…
You have to be quite careful with the $KARO cash flow statement.
The impact of heavy investment in additional telematics devices doesn't sit in working capital as you might expect.
It's on the PPE line, which is why free cash flow over six months is only R100m vs. R358m prior.
Karooooo:
"Owing to our accelerated growth, increased lead times and ongoing memory price increases, IoT devices held for future use increased by ZAR332 million, or 92%, to ZAR694 million"
AI-driven price spikes continue to affect all kinds of sectors.
$KARO