Rolling the dice on Descendis Health
The 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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Magic Markets Ep16: SPAC Attack
The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose Acquisition Company) phenomenon in the US markets. The concept of a SPAC has been around in South Africa for several years but only a few companies came to market in this way. In contrast, the US market is now crawling with SPACs. Are they …
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Massmart and the case for cutting through the noise
After the market crashed in March 2020, I decided to take a risk. Believing that the valuations were ridiculously low and that they couldn’t possibly stay there, I emptied a big chunk of my access bond into the market. Essentially, these were bonuses I had saved over the years. I treat my bond like a revolving credit facility at a …
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Massmart and the case for cutting through the noise
After the market crashed in March 2020, I decided to take a risk. Believing that the valuations were ridiculously low and that they couldn’t possibly stay there, I emptied a big chunk of my access bond into the market. Essentially, these were bonuses I had saved over the years. I treat my bond like a revolving credit facility at a …
View Post
Massmart and the case for cutting through the noise
After the market crashed in March 2020, I decided to take a risk. Believing that the valuations were ridiculously low and that they couldn’t possibly stay there, I emptied a big chunk of my access bond into the market. Essentially, these were bonuses I had saved over the years. I treat my bond like a revolving credit facility at a …
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Twitter’s next frontier
For all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
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Twitter’s next frontier
For all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
View Post
Twitter’s next frontier
For all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
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Magic Markets Ep15: The Yield Curve-ball
In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include: The basics of bonds Corporate vs. government bonds Whether bonds are good investments The impact of the yield curve on equity valuations Impact on gold Episode 15 of …
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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 days there arguably is more than one type of money with the growing popularity of cryptocurrencies, but that’s not what the investment folk are talking about. They are referring to the intention behind the money, rather than the money itself. …
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