I love Twitter. If you are serious about growing your investing knowledge and skills base, you would be nuts not to be on Twitter. The FinTwit community is outstanding and the amount of information and analysis available is incredible. It also gives me a great platform to really engage with my readers and followers. For example, I enjoyed this question …
View PostLong-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
View PostFor South Africans, Domino’s Pizza is associated with business failure. Taste Holdings operated the brand in this country under a master franchise agreement and it simply didn’t work. They couldn’t even sell the operation last year; it was put into voluntary liquidation and the assets were auctioned off. It was a sad and sorry end to the Scooters Pizza brand, …
View PostThe JSE of today reminds me of a hotel under lockdown rules. The infrastructure is there, but the utilisation is low and very few people are making new bookings. The long-standing guests are getting tired of empty swimming pools and boring games nights and are checking out in search of greener pastures. New listings on the JSE are becoming more …
View PostThe concepts of “ESG” and “sustainable investing” are now front-of-mind for institutional investors, but what does this mean in practice? Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just Share is practical and makes absolute economic sense. These are hard-hitting issues that don’t just impact the …
View PostTo be clear – I’m a capitalist. However, I believe that the reward must reflect the effort and innovation applied in achieving that reward. For some time, corporate executive remuneration has annoyed me. In my mind, there are only three types of CEOs: Founders of companies who retain the CEO role as the company expands and lists on public markets; …
View PostIt’s been a busy few weeks in my new role as Managing Editor of InceConnect, a daily mailer that gives me the opportunity to unpack the biggest stories on the JSE. Occasionally, I get to add in some international news as well, depending how busy the JSE news flow was. Although I always tried to keep an eye on local …
View PostWe love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
View PostIt’s not often that an entire market gets disrupted. We’ve seen this happen in the past few years in the motor retail industry and I think the biggest changes are still to come. Disruption doesn’t happen overnight. Even in the tech space, it takes a while. In traditional industries, it can take a decade or more. WeBuyCars (WBC) has managed …
View PostThe s12J investment tax benefit is coming to an end in South Africa. Investors only have until the end of June 2021 to invest in these opportunities. To find out more, Mohammed Nalla and I welcomed Haroon Jeena to the show, the founding director of Olive Venture Capital Company, an authorised financial services provider. We discussed the way s12J funds …
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