Insights from The Startup Junto
Regular readers will know that I care as much about startups as I do about the market. I find startup strategy fascinating. The most depressing thing about the South African economy is the lack of successful small businesses. In developed countries like Australia, SMMEs employ a large percentage of the population. We can’t keep relying on corporates (or government!) to …
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The Startup Junto Ep4: Snapt
In a podcast packed with insights from a startup founder and VC specialist, Episode 4 of The Startup Junto is a must-listen for startup founders and VCs alike. Snapt is an application delivery startup that services an international client base from South Africa, where the company was founded. Having successfully raised VC funding early in its journey, Snapt famously managed …
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Coinbase isn’t a shovel
I don’t like tech IPOs (or the nuance “direct listings” for that matter). Before delving into the Coinbase IPO and my thoughts on the company, I want to explain my overall concerns with IPOs. An IPO is the process of a company listing on a stock exchange and raising fresh capital from new investors. In other words, there is cash …
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Coinbase isn’t a shovel
I don’t like tech IPOs (or the nuance “direct listings” for that matter). Before delving into the Coinbase IPO and my thoughts on the company, I want to explain my overall concerns with IPOs. An IPO is the process of a company listing on a stock exchange and raising fresh capital from new investors. In other words, there is cash …
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Podcast guest appearance: Business and Beers
I love podcasts and I always enjoy appearing as a guest on other podcasts. I’ve been on Honest Money twice, Talking with Traders and The Family Finance Show. My latest guest appearance is on Business & Beers, an up-and-coming podcast about startups and entrepreneurship, hosted by Simon van Heerden and Steve van Rooyen. They asked me a number of really …
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Magic Markets Ep21: Crypto Arbitrage
With the help of the team from Future Forex, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the risks and opportunities of crypto arbitrage. Due to pricing differences in Bitcoin between foreign and local markets, there are profits that can be made. Future Forex helps people execute the arbitrage and unlock those profits. For those seeking an alternative use of …
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Impact investing insights – part 2
In part 1 of this series, we discussed the importance of matching investors to opportunities. For example, in the world of impact investing, social entrepreneurs need to raise “patient” capital to successfully execute an impact plan. This isn’t about achieving a 10x return in 3 – 5 years, but rather about experimenting with various models in the hope of creating …
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Magic Markets Ep20: Buy-Toi-Let
In Episode 20 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss property investing and their respective views on whether buy-to-let is a good idea. The Finance Ghost likes to call it “buy-toi-let” instead, which gives you a clue into what he thinks about the idea. With fascinating real world insights into the property market in developed …
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Cartrack: the Americans give us a value
Corporate actions aren’t always easy to understand. Some are fairly straightforward (e.g. Company A is buying Company B) and others are horrendously complicated (like Cartrack’s big move to the Nasdaq). I first wrote about Cartrack on October 18th, 2020. At the time, it was trading at around R45 per share. Cartrack isn’t a company I had paid much attention to …
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Deliverwho?
Here’s a quick insight into the world of investment banking and capital raising… Bankers are focused on hot money They like Porsches and Porsches require bonuses. It’s hard work to try and sell something that nobody wants. When the pancakes are flying off the shelves, you don’t open a stall selling fried organic broccoli cooked in vegan oil. You recognise …
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