Magic Markets Ep8: Our Crypto-nite
The world of investments is dynamic and ever-changing. Industries rise and fall. So do asset classes. The base principles remain the same though, especially regarding diversification and a need to do your research before investing. With this in mind, we felt it would be wrong to completely ignore the world of cryptoassets. Although we are by no means piling money …
View Post
Investing with caution
You’ve probably seen companies release “cautionary announcements” over SENS, the Stock Exchange News Service of the JSE. This system ensures that everyone gets information at the same time. The news goes out “on the wires” and the market reacts accordingly. Today, Alaris Holdings Limited released a cautionary announcement, which is a good opportunity to unpack why such announcements exist and …
View Post
Cryptoassets, not cryptocurrency
It’s important to form a view. It’s even more important to be open to changing it. I’ve never taken Bitcoin seriously, but based on recent institutional interest in cryptoassets, I decided to research and learn more. Note that I said “cryptoassets” rather than “cryptocurrencies” – more on that later. Nine pages to rule them all In 2008, a white paper …
View Post
Cartrack goes to the Karooooo via New York
Cartrack is a terrific business in my opinion. I’ve written before in detail about why it’s so strong, but in summary: Combination of B2B (fleet management and asset recovery) and B2C (asset recovery) models with a diversified client base Exceptional operating margins thanks to its software-as-a-service (SaaS) model which becomes very juicy as scale is achieved Strong growth in Europe …
View Post
Cartrack goes to the Karooooo via New York
Cartrack is a terrific business in my opinion. I’ve written before in detail about why it’s so strong, but in summary: Combination of B2B (fleet management and asset recovery) and B2C (asset recovery) models with a diversified client base Exceptional operating margins thanks to its software-as-a-service (SaaS) model which becomes very juicy as scale is achieved Strong growth in Europe …
View Post
Magic Markets Ep7: 2021 Preview
The Finance Ghost and Mohammed Nalla (Moe-Knows) are back! In the opening episode of 2021, we touch on what worked and didn’t work in our respective portfolios in 2020. We also talk about changes we’ve made for 2021 to position ourselves for latest market conditions, especially against a backdrop of second wave lockdowns. http:// the_ad id=”3223″ the_ad id=”3235″ the_ad id=”3234″ …
View Post
Magic Markets Ep7: 2021 Preview
The Finance Ghost and Mohammed Nalla (Moe-Knows) are back! In the opening episode of 2021, we touch on what worked and didn’t work in our respective portfolios in 2020. We also talk about changes we’ve made for 2021 to position ourselves for latest market conditions, especially against a backdrop of second wave lockdowns. http:// the_ad id=”3223″ the_ad id=”3235″ the_ad id=”3234″ …
View Post
Podcast guest appearance: the importance of dividends
I really enjoy being asked to appear as a guest on the podcasts that make up the South African FinPod scene (I feel like that should be a word). The Family Finance Show, hosted by Diana Granoux in collaboration with Warren Ingram, is a show that focuses on helping families and households make better financial decisions. I’m hugely passionate about …
View Post
How I manage my personal finances
Although this isn’t a personal finance platform, I suppose it doesn’t help to learn about investing and business strategy if you don’t have any money available to invest. With that in mind, I decided to share the basics of how I manage my personal finances. Perhaps some of this will be helpful to you on your journey to financial freedom. …
View Post
Be cautious of Blue Ocean multiples
- Global
-
Airbnb, Blue Ocean Strategy, Company strategy, Electric vehicles, Growth, Growth investing, Growth strategy, Growth strategy, Tesla, Zoom
- December 31, 2020
You may well recognise the term Blue Ocean Strategy. It’s the redacted name of an iconic strategy book written by W Chan Kim and Renée Mauborgne: Blue Ocean Strategy – How to Create Uncontested Market Space and Make the Competition Irrelevant. I know what you’re thinking. It sounds like the stuff your annoying mate doing his MBA tries to tell …
View Post