The Fat Wallet Show with Kristia van Heerden

Podcast: Using the price-earnings ratio

Kristia van HeerdenLatest, The Fat Wallet

…along with a company’s net asset value (NAV) and cash flow can help you work out whether a share is cheap or expensive. This is one of those episodes where you can practically hear the gears grinding. Hopefully you got the “A-ha!” moment too. Kris Listen / download here. Subscribe to our RSS feed here….

Trusting your trading system

Podcast: Trusting your trading system

Simon BrownJSE Direct, Latest

Trusting your trading system Simon Shares Shoprite* (JSE code: SHP) announced that former CEO Basson would be exercising a put option to company forcing it to buy back some R1.8billion of Shoprite shares. No problem, except did we know about this put structure? They say it was part of his December 2003 employment contract, but…

Podcast: CoreShares three investment disciplines

Simon BrownJSE Direct, Latest

CoreShares three investment disciplines Simon Shares Blitz round of result comments; Richemont* (JSE code: CFR) Calgro M3* (JSE code: CGR) Lonmin (JSE code: LON) Astral (JSE code: ARL) Vodacom (JSE code: VOD) Balwin (JSE code: BWN) * I hold ungeared positions. Upcoming events; CoreShares investment disciplines & transactional website JSE Power Hour: Investing while junk…

Trading with unconscious competence

Podcast: Trading with unconscious competence

Simon BrownJSE Direct, Latest

Trading with unconscious competence Unconscious Competence Maslow’s theory of how we progress and ultimately become unconscious but competent traders. Unconscious Incompetence Conscious Incompetence Conscious Competence Unconscious Competence Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes. JSE…

The Fat Wallet Show with Kristia van Heerden

Podcast: The birthday episode

Kristia van HeerdenLatest, The Fat Wallet

…of mastery. With that, humility and curiosity are lost. An expectation of mastery leads to fear and inevitable failure. Perfect, complete knowledge is a myth. Learning is a life’s work. We are one! Not in the cosmic sense. In the #podcast birthday sense. I the next episode of the #fatwallet, we chat about what we’ve…

When to go offshore?

Podcast: When to go offshore, bitcoin and fear

Simon BrownJSE Direct, Latest

…I expected at least some growth in HEPS but it was spent on new staff (via an acquisition) and marketing. We are still waiting for the details of the rights issue to fund the DB x-trackers purchase. For now I like the company but still think it is expensive. Property ETFs for dividends and the…

Now we're in recession

Podcast: An now we’re in recession

Simon BrownJSE Direct, Latest

…going to hurt as we have little to counter it. Government; cut interest rates, cut tax and increase spending. Personal; cut debt and spending. Investing; quality offshore bias, be careful of mid & small caps. We now really are Brazil. We Get Mail Ryno I think Buffett is actually an income investor. Download the audio…

The Fat Wallet Show with Kristia van Heerden

Podcast: Can ETFs break the market?

Kristia van HeerdenLatest, The Fat Wallet

…discovery will be compromised and management won’t be held accountable due to a lack of shareholder engagement. Can #etfs break the market and WHY AM I GETTING POORER in this week’s #fatwallet #podcast. I wish I could say we drowned our sorrows in Canadian #whisky afterwards, but we were mostly just sad that #inflation exists….

The Fat Wallet Show with Kristia van Heerden

Podcast: A bespoke financial plan

Kristia van HeerdenLatest, The Fat Wallet

…We use that foundation to answer two reader questions about investments. It’s a must listen, regardless of where you are in your finances. *One could make allowances for a home loan here, although I don’t have one. **I say Australian astronaut. I meant Canadian. Kristia Listen / download here. Subscribe to our RSS feed here….

What do you trade? Why?

Podcast: What do you trade? Why?

Simon BrownJSE Direct, Latest

…costs, spreads and more. We need to understand what they are and trade those that best suits trading in general and our trading specifically. Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes. JSE – The JSE…