…Pay (JSE code: PIK) are finally getting rid of their 35-year pyramid structure that key control of the company in the Ackerman hands even though they only held c26% of the shares. But they are retaining control via special unlisted B shares, so nothing changes and the company remains under the control of a family…
Podcast: Finding awesome stocks to invest in
…about my portfolio and any stocks you may consider worthy of a ‘death do us part’ portfolio (my portfolio is always published live here). Porter’s Five Forces Competitive rivalry within an industry Threat of substitute products Threat of new entrants Bargaining power of customers Bargaining power of suppliers I add; Buy winning stocks in winning…
Podcast: Hedging for boring investors
A completely risk-free investment is pretty much a unicorn. Even cash in the bank loses value over time as inflation rises. Hedging is a word obnoxious trader types use to describe investment strategies aimed at protecting your portfolio from losing money. Traders mostly hedge using derivative products, but I steer clear of the d-word as…
Podcast: Simon’s till death us part portfolio
…(JSE code: FBR) Metrofile (JSE code: MFL) Richemont (JSE code: CFR) Sasol (JSE code: SOL) Shoprite (JSE code: SHP) Woolies (JSE code: WHL) Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. JSE – The JSE is a registered trademark of the JSE Limited….
Podcast: Stock Broker vs. FSP
…issues. We also briefly touched on their new baskets they launched last month. Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is not endorsed or…
Podcast: Rating the results
…week. Join us at; Trading Master Class: Designing a trading system from scratch (Tue 19th) JSE Power Hour: Investors are normal, not rational (Thu 21st) Kristia asks which ETF? Drikus Combrink – Capicraft Investment Partners Locally earnings season has come to an end and markets are at or near all time highs. Are these valuations justified by…
Podcast: The perks of being Village Idiot (and bonds)
…them. You look fantastic. Listen / download here. Subscribe to our RSS feed here. Subscribe in iTunes. Sign up here to receive an email every time a new show goes live. Meet the Just One Lap team at these free live events Click here to meet the Just One Lap team at one of our…
Podcast: Private equity coming to the JSE
Private equity coming to the JSE Simon Shares So Trump is real and is now officially the Republican nomination for the US presidency. The point is he can win it and then the question is what will markets do? Likely pretty much like what happened after Brexit, initial panic and then they will move on….
Podcast: Killing ETFs
…early, move to a beach and dance the salsa all day. Whatever gets me there is what I’m going to do. Kristia Listen / download here. Subscribe to our RSS feed here. Subscribe in iTunes. Sign up here to receive an email every time a new show goes live. Meet the Just One Lap team…
Podcast: Sell the dogs (sorry dogs)
…your portfolio; when, why and how. Most importantly they are causing pain and the price you paid for them does not matter. We Get Mail Ryno Why hasn’t anybody (in SA) tried to replicate the Berkshire model of buying insurance companies and using money of premiums to make investments in big companies ? Lindiwe What…