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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TikTok chooses a dance partner and NVIDIA expands
- Global
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AMD, Arm, China, Intel, Microsoft, Nvidia, Oracle, TikTok, US, Walmart
- September 14, 2020
Well, that was a rather busy weekend. Not only did Bytedance choose Trump’s favourite Oracle as the preferred bidder for TikTok’s US operations, but NVIDIA continued to shine with an acquisition of a leading smartphone CPU manufacturer. Let’s start with TikTok, the social media sensation of 2020. TikTok visits the Oracle In case you missed it, Donald Trump’s general mistrust …
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Walmart: knock-knock at the door for TikTok
Donald Trump threw TikTok’s future into the abyss when he announced on 6th August that the app would effectively be banned in the US in mid-September. He then issued a separate order which gave TikTok’s parent company Bytedance just 90 days to sell TikTok’s US operations and data. And there you were thinking that only the South African government cares …
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Walmart: knock-knock at the door for TikTok
Donald Trump threw TikTok’s future into the abyss when he announced on 6th August that the app would effectively be banned in the US in mid-September. He then issued a separate order which gave TikTok’s parent company Bytedance just 90 days to sell TikTok’s US operations and data. And there you were thinking that only the South African government cares …
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