Creator
The secret of Outsurance’s success? Build it
As VW prepares for drastic job cuts, BYD tackles stiff domestic competition in China
But not all the SaaS names are suddenly safe
Is the optimistic guidance justified?
AI disruption means tech valuations are a crapshoot.
It is clear that the market has no grasp of how to handle the AI risk/reward trade-offs, so betting on the tech giants is like being in a casino.
The market has been placing a negative value on the ex-Tencent portion of the group for longer than anyone can remember. Prosus management would like to change that. But is any…
Chinese carmakers are disrupting the car industry in South Africa and Europe, big-time. But GM and Ford are still firmly in command in the US, where Haval and Chery and BYD are…
To live through a hype cycle in the markets is a privilege. It may not feel like one at the time, but the learning opportunity is immense. Both the stocks that go parabolic and…
Two members of the FAANG gang, Adobe and Netflix, have seen their share prices drop significantly year to date. For Adobe, the market pessimism is spurred by the way AI is…
The spectrum of investment opportunities on the JSE ranges from steady performers to speculative wild-child stocks that bounce around like a Jack Russell on heat. Many investors…
South Africa is not a kind place for industrial groups, with deindustrialisation well entrenched. But Hudaco, Invicta and Argent are more than keeping their heads above water,…
‘Defensive’ isn’t the same thing as a ‘stable’ performance. This will become clear when we consider the share price returns and recent numbers released by the hospital groups on…
Just what do we mean by 'moat'? One view is that a platform creates one by becoming deeply embedded in a tech ecosystem - as Warren Buffett said, if a company can raise prices…
There is a huge demand tailwind for CrowdStrike. And as the only cybersecurity company selected by both OpenAI and Anthropic to provide security for new model releases, it has a…
Prime store sites are no longer the key factor: who really cares where the scooters are coming from as long as your groceries arrive quickly and with the least bit of effort from…
AI is continuing to cut a swathe through jobs and company profits.
Spar shot itself in the foot with its offshore strategy, but locally just about everything that could go wrong, did go wrong. The market is disappointed at the latest CEO…
In Latin America, Mercado Libre is showing how a marketplace retailer can expand into fintech and banking. It’s a strategy for relative winners, and closer to home Pepkor is well…
The star of the show in existing growth is Cashbuild South Africa, which contributes 82% of group revenue. Growth of 7% in the third quarter is a significant acceleration vs 2%…
