Both Transaction Capital and Purple Group swung into full year losses. Can they reverse that trend? Gold at all-time highs and Tigerbrands vs. RFG.

Charlie Munger passed away at the age of 99 and reviewing some of his quotes the lkey lesson, always be learning. Pepkor woes and ten days in Mauritius, what I learnt.

Share buybacks and stock compensation are a part of any listed company, but can be abused. Two examples, one showing it working well, the other outright abuse. Contrasting updates from Shoprite & Woolies, Stor-Age results and US inflation, soft landing loading?

Telco business are utilities but with a big catch, constant and large capex expenses mostly in US$, this drags profits. What’s down with oil and Dis-Chem vs Clicks.

Minister Gordhan has published his investment holdings and we review changes from the data earlier in the year. He’s surprisingly active. Gold almost had it’s highest monthly close ever and Renergen results.

After downgrading to a smaller life in 2017 Simon gives and update six years later as he moves again. Also Famous Brand results and TigerBrands & Sasol updates.

Renergen has been getting all the hate on Twitter sending the price down to multi-year lows. Simon weights in with his 5c. He also looks at the risks from the war in the Middle East, Pick n Pay and Calgro M3 results.

There are bold traders and old traders, but no old and bold traders. The water crisis, US jobs surely means another rate hike and Famous Brands slips behind Spur.

Another horror update from Pick n Pay and a return of Sean Summers as CEO. The stock looks cheap, but those looks are deceiving, there is a lot of work to get them back to profitability and challenge Shoprite.

US 10-year rates at +15 year highs are bad news for everybody not buying the bonds. Stronger US$ and weaker equities as money flows into the high yields.