Phantom Shares: The party trade is here

Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick.   the_ad id=”3223″ The party trade is upon us If Covid …

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2021: investing in cannabis to have a legal business

This story is just too ridiculous to ignore. The year is 2021. Alcohol has been smashed into oblivion by the government, crushing the restaurant industry along with an obvious impact on the entire alcohol value chain. the_ad id=”3223″ Distell, a leading alcohol and beverages company, is essentially banned from operating by our government. South African Breweries has called off R5bn …

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2021: investing in cannabis to have a legal business

This story is just too ridiculous to ignore. The year is 2021. Alcohol has been smashed into oblivion by the government, crushing the restaurant industry along with an obvious impact on the entire alcohol value chain. the_ad id=”3223″ Distell, a leading alcohol and beverages company, is essentially banned from operating by our government. South African Breweries has called off R5bn …

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My JSE strategy: detailed review

Ghosts are transparent by design and The Finance Ghost is no different. I love sharing my portfolio moves and the way I arrived at decisions. Goodness knows I don’t always get it right, but if I’m not prepared to publicly share my decisions, then how can we all learn from each other? To close off 2020, I’ve decided to give …

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