Among the most respected voices in SA financial media. Trying to reduce the gap between retail and institutional insights. Nothing here is advice.
Cape Town, South Africa
Joined March 2020
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My dad built model trains with me. Most British hobby ever!
Taught me loads about planning, woodwork, electrics and creativity.
And now I'm passing it down a generation...
Not many analogue hobbies left in this world, sadly. But they are wonderful and worth preserving.
It absolutely feels like the world became a better place this week.
More reasonable.
More rational.
More human.
Will it last? Will we swing to equally crazy extremes?
I hope not.
But for now, it feels good to be alive and raising little humans with bright futures.
End off your week by learning something interesting about investing.
In multi-asset funds, Nico Katzke of @SATRIX_SA reckons that the asset allocation decision is far more important than the choices within each bucket.
Learn more here:
youtube.com/watch?v=fF23lbTk…
For those who prefer the transcript and other ways to listen: ghostmail.co.za/ghost-storie…
Tesla is down 16% over 5 years by the way.
I took a lot of flack for being consistently bearish on it!
Well, here we are.
$TSLA - TESLA TO END CYBERTRUCK PRODUCTION IN MAJOR AI PIVOT
Elon Musk announced Tesla will wind down Cybertruck production by mid-2027, freeing capacity at Gigafactory Texas for Cybercab robotaxi production.
The Cybertruck fell far short of Tesla's 250,000 annual sales target.
US sales dropped 48% in 2025 to just 20,237 vehicles, with another 38% decline through September 2026.
Tesla is now doubling down on AI-powered autonomous driving as its next major growth opportunity.
Learn about the joint venture between Standard Bank and Java Capital in this discussion with Brian Marshall and Andrew Brooking:
ghostmail.co.za/ghost-storie…
🤝 Paid partnership
I worked with ridiculously smart people at Bravura all those years ago.
Wouldn't change that experience for the world.
We're incredibly proud to announce two wins at the 2026 Africa Global Funds Awards, marking our eighth year of award-winning recognition.
BEST ADVISORY FIRM – CORPORATE FINANCE | SOUTH AFRICA
BEST ADVISORY FIRM – PRIVATE EQUITY | SOUTH AFRICA
These accolades reflect the independent thinking, multi-disciplinary expertise and entrepreneurial spirit of a team that continually challenges convention to deliver exceptional outcomes.
To our clients, thank you for your continued trust. And to our exceptional team, your passion, ingenuity and commitment make achievements like these possible.
Eight consecutive years of awards recognition. One unwavering commitment to going beyond expectations.
#Bravura #AfricaGlobalFundsAwards #CorporateFinance #PrivateEquity #AdvisoryExcellence
Made the mistake of reading some of Mashaba's posts today.
Taking a shot every time he says "disrespected" could well be the best drinking game of the weekend.
Good luck up north.
It's time to have tighter qualification criteria to be on the ballot.
The first one sounds like an ISP.
The second one seems like someone lost a bet.
The third one hoped that naming themselves after an advertising school might help (it didn't).
Looking for a podcast today?
If you're a C-suite decision maker (especially in property and infrastructure), or interested in corporate finance in general, you won't find a better one than this:
ghostmail.co.za/ghost-storie…
🤝 Paid partnership
Been sayin'
“.. three major investors who plan to participate in the IPO say the valuation will likely need to come down, with one saying it could be closer to $1 trillion.”
@WSJ $ANT
wsj.com/finance/major-invest…
It's a good week to be a centre-left kinda dude.
I believe that billionaires should be allowed to exist. Extreme talent and risk-taking should be rewarded.
I also believe that ordinary people with ordinary talents should be able to live a good life if they do honest work. It's completely absurd that people can't afford to have children, or to have basic healthcare.
These concepts aren't mutually exclusive unless you have idiots in power from either the far left or the far right.
