Business strategy: Six lessons you can learn from Monopoly

Monopoly may have inspired you to build a portfolio of property investments, but it is also good for learning general lessons about business and investing in other areas. That’s according to young CEO Daniela Baker, who shares with us here on Biznews.com her views on the lessons you can learn from winning and losing on … Read more

NadimSmall

Disruptors Cell C, 8ta make the fall of Vodacom, MTN shares inevitable

I’m a fan of independently-minded First Avenue, investment managers who revealed why the unsecured lending bubble is unsustainable. Now they’ve exposed smoke and mirrors inflating the MTN and Vodacom bottom line. Here’s the executive summary of Nadim Mohamed’s report with a link to the full version. – AH Executive summary of SA Mobile Telecoms – … Read more

simon raubenheimer

Allan Gray’s picks

simon raubenheimer

Allan Gray explains why it bought the 10 shares that account for half its portfolio

 

In the 1980s I spent many hours inputting the individual holdings of unit trusts. Knowing what professionals are buying is invaluable info for small investors. This piece from SA’s hottest asset manager, Allan Gray, explains its thinking on the Top 10 holdings which between them account of 57% of AG’s total share investment.

Read more

Rob Smorfitt

Racist SME conference

Rob Smorfitt

Bloem SME conference waste of time – incompetent speakers selected by race

Had tea with Dr Rob Smorfitt this morning. Wonderful mind, intellectually honest and a natural business disruptor. He’s a serial entrepreneur turned academic who focuses on Small and Medium Enterprises. Rob believes in telling the truth as this brutally honest blog about a recent SME conference attests.

Read more