The 2023 budget held no real shocks, but certainly carried some risks. Simon hosted a panel with Tony Leon, Pieter Janse van Rensburg and Lesego Majatladi as they unpack what they did see and what was missing.

The news that SARS had won their appeal against Coronation sent the stock down 10% and a probably skipped dividend. We look into the numbers and possibility of a recovery.

A paradigm shift is happening in AI and while it is still early days we know it is a game changer. How can we use it in our investing and trading?

Load shedding is hurting the economy and exactly how much we saw in the Shoprite update as they spent R560million. A ±10% hit to operating profit.

With load shedding now a permanent feature in our lives, can we profit from listed shares making money from this disaster? There are a few, some direct and some less so.

People are always going to eat and this makes food retailers relatively defensive. But which of the four (Shoprite, Woolies, Pick n Pay & Spar) offers the best value?

Now in its tenth year; predictions from Marc Ashton, Keith McLachlan and Simon Brown. Three predictions each and a call on Top40 and ZAR. Importantly first we mark last year’s calls.

Simon is buying Zeda after the unbundling and explains why, details on the business, risks and possible target price.

Oil is below $80 for the first tie in 2022. This is on the back of no production changes from OPEC+ and a price cap on Russian oil. But if the cap works it’ll send oil higher, surely?

The Top40 closed green YTD but the bigger issue is the Chinese zero-covid policy which has absolutely failed. As the worlds second largest economy this is bad news.