Impact investing insights – part 1
Money is fungible, yet you may have heard financial professionals talk about “types” of money when discussing investment opportunities. These…
Berkshire Boomers – can they adapt?
The Berkshire (Hathaway) duo, none other than Warren Buffett and Charlie Munger, have been in the news this week. With…
Magic Markets Ep14: SA the Fiscal Cockroach
The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South…
Mboweni has diamond hands
This is not an attempt to cover everything that happened in the budget speech today. The financial news agencies do…
Sasol: gearing brought under control
Sasol. The one that got away for many. It partially got away for me. After a massive effort from management…
Shooting the shorts
With 9.2 million members (or “degenerates” as they are known) and language that would make a sailor blush, the r/wallstreetbets…
Magic Markets Ep13: Disney vs. Netflix
It’s an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the…
Is MultiChoice taking the Mickey?
Five hours and over one hundred slides later, MultiChoice was done explaining why the company disagrees with the draft findings…
Bumble: the first move matters
It’s hard not to be jealous of the American market. I can’t even remember when last we had a genuinely…
Magic Markets Ep12: VIX, not Vicks
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether…
Product market fit: the ultimate risk-killer
I recently read a Tweet by Michael Seibel, the Managing Director at Y Combinator and co-founder of the world’s leading…
Magic Markets Ep11: Tech Truffles and Unicorns
In Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles…
Investors paying their school fees
Curro Holdings. A company that once promised so much (with an obscene valuation multiple to match) now finds itself in…
Shopping mall dinosaurs are facing their Ice Age
It’s always better on the big screen, unless the person next to you is coughing or there are no new…
Magic Markets Ep10: Losing their Shorts
In Episode 10 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) get stuck in on the most…
Get in there, Lewis
Get in there, Lewis! You’ll hear this at the end of almost every Formula 1 race, much to my annoyance…
A short squeeze army
There is an extremely concerning trend in the US market that is probably going to end in tears. The Robinhood…
Magic Markets Ep9: MMT and Inflation
In Episode 9 of Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss Modern Monetary Theory (MMT), an economic…