They say one man’s trash is another man’s treasure. It applies in the markets too. Successful investing is about buying the right shares at the right price. End of story. It doesn’t help to overpay for even the best companies in the world. The markets exist because opinions differ on whether companies are trash or treasure. Often, it’s just a …
View PostThey say one man’s trash is another man’s treasure. It applies in the markets too. Successful investing is about buying the right shares at the right price. End of story. It doesn’t help to overpay for even the best companies in the world. The markets exist because opinions differ on whether companies are trash or treasure. Often, it’s just a …
View PostRegular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment techniques and what does / doesn’t work for them. …
View PostRegular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment techniques and what does / doesn’t work for them. …
View PostThe trouble with the markets and the investment industry is that jargon is everywhere. Ever tried to discuss crypto or coding with a tech geek? That’s how non-financial people feel when looking at an investment fact sheet or reading a fund manager letter. In this article, I explain a few of the concepts that are important for you to understand …
View PostThe trouble with the markets and the investment industry is that jargon is everywhere. Ever tried to discuss crypto or coding with a tech geek? That’s how non-financial people feel when looking at an investment fact sheet or reading a fund manager letter. In this article, I explain a few of the concepts that are important for you to understand …
View PostCorporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – unfortunately, these breakdowns in trust happen on the market. When they do, the repercussions are severe not just for shareholders in the company in question, but potentially for the market as a whole. Have you noticed that JSE corporates are doing fewer acquisitions in exchange for shares …
View PostThe Finance Ghost and startup specialist The Venturing Vagabond host Nick Hill in Episode 3 of The Startup Junto. A CA(SA) who certainly took the route less travelled, Nick has spent a lot of time trying to solve key problems around education. As a co-founder of the Math for Money app, Nick has spent time in a Swiss startup incubator …
View PostThe company is actually called Ascendis Health, but one look at a share price chart and you’ll understand why I laughed when an ex-banking colleague called it Descendis Health in a chat we had a few weeks ago. With a nod to his genius, I’ve borrowed the name. If there was ever a poster child for a high-risk acquisitive strategy …
View PostThe company is actually called Ascendis Health, but one look at a share price chart and you’ll understand why I laughed when an ex-banking colleague called it Descendis Health in a chat we had a few weeks ago. With a nod to his genius, I’ve borrowed the name. If there was ever a poster child for a high-risk acquisitive strategy …
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