Barloworld shifts its portfolio

Barloworld is an interesting company that keeps me busy. I’ve written a few times this year about the happenings at the company. Barloworld is currently a turnaround story. With a market capitalisation above R18bn (the value of the company based on the share price and the number of shares in issue), it’s certainly not a small cap either. The company …

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Takealot: the Competition Commission wants to open the box

The Competition Commission recently announced that it will investigate Takealot’s dominance over the e-commerce market, likening the company to Amazon and Alibaba. Commissioner Tembinkosi Bonakele said the Commission would take a proactive approach to determine any behaviour by ecommerce platforms “which may be excluding rivals and entrenching dominance” before it happens. This implies that the Commission hasn’t identified any market …

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Magic Markets Ep4: Pension Tension (with Nerina Visser)

The Finance Ghost and Mohammed Nalla (Moe-Knows) welcome their first guest to the Magic Markets podcast: Nerina Visser. Nerina is a highly respected expert in South African financial markets, with a particular focus on ETFs. She is also the President of the CFA Society of South Africa. In this episode, the three protagonists debate the rules around retirement savings and …

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Magic Markets Ep4: Pension Tension (with Nerina Visser)

The Finance Ghost and Mohammed Nalla (Moe-Knows) welcome their first guest to the Magic Markets podcast: Nerina Visser. Nerina is a highly respected expert in South African financial markets, with a particular focus on ETFs. She is also the President of the CFA Society of South Africa. In this episode, the three protagonists debate the rules around retirement savings and …

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Venture capital: funding a journey

Startups are dynamic organisations on a journey towards growth and profitability. Much like travelling, most people (barring the trust-fund babies and a few others) cannot afford to go on this journey without funding. the_ad id=”3223″ How the journey starts Each journey has a beginning and each startup its own genesis, so there is no one-size-fits-all when it comes to startup …

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Venture capital: funding a journey

Startups are dynamic organisations on a journey towards growth and profitability. Much like travelling, most people (barring the trust-fund babies and a few others) cannot afford to go on this journey without funding. the_ad id=”3223″ How the journey starts Each journey has a beginning and each startup its own genesis, so there is no one-size-fits-all when it comes to startup …

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Venture capital: funding a journey

Startups are dynamic organisations on a journey towards growth and profitability. Much like travelling, most people (barring the trust-fund babies and a few others) cannot afford to go on this journey without funding. the_ad id=”3223″ How the journey starts Each journey has a beginning and each startup its own genesis, so there is no one-size-fits-all when it comes to startup …

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Italtile: Grout and grit

The DIY and home improvement market in South Africa is substantial. Using Stats SA trade sales data, it can be roughly estimated to represent around 8% of the total retail market in South Africa. Within this space, there are DIY-focused players (like Build-it which is owned by Spar), wholesale-focused companies (like Cashbuild) and those who follow more of a hybrid …

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Italtile: Grout and grit

The DIY and home improvement market in South Africa is substantial. Using Stats SA trade sales data, it can be roughly estimated to represent around 8% of the total retail market in South Africa. Within this space, there are DIY-focused players (like Build-it which is owned by Spar), wholesale-focused companies (like Cashbuild) and those who follow more of a hybrid …

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Remember BlackBerry?

Way back in 2007, there was a smartphone manufacturer whose share price tripled in a 12-month period. No, it wasn’t Apple. It wasn’t Samsung. It wasn’t Huawei. It was BlackBerry. We all had them. It meant you could speak to your mates and significant other for a fraction of the cost. Teens and students left Mxit and joined BBM. Companies …

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