Olympic Stadium

Transforming West Ham

 Olympic Stadium

Super-power status beckons for Hammers with Olympic Stadium move

Like every other life-long West Ham United supporter, it has taken a while for this week’s big news to sink in. The club, for so long a Cinderella bouncing between divisions, is now on the verge of joining the Big Boys. A move to the £500m Olympic Stadium is game-changing for London’s perennial underdog.

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Wenger

No chop for Wenger

wenger

Guillotine for Arsenal’s Arsene Wenger?  Why it just won’t happen – Part One

 

The biggest story in Sports right now is speculation one of the most successful football managers in history will be fired. Arsenal’s long-serving French polymath Arsene Wenger is accused of having lost the plot. My research unearthed a fascinating tale and seemingly forgotten facts. Here’s Part One. 

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tom

Breeding breakthrough

tom

TBA’s chief Callaghan says thoroughbred export breakthrough just months away

 

Markus Jooste of Steinhoff is one of the smartest guys I’ve met. Ditto Investec co-founder Bernard Kantor. Both are self-made billionaires who know about buying at the bottom. Both are also huge investors in SA’s thoroughbred breeding sector. A fresh arrival in my inbox suggests their bet (and mine) is about to come good.

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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

Nhlanhla

Bloem SME redux

Nhlanhla

Digging deeper into Rob Smorfitt’s blog about racist SME conference in Bloem

On Wednesday, I published a blog by Dr Rob Smorfitt where he took a swing at the incompetent organisers of an event he drove hundreds of kilometres to attend. Nhlanhla Damoyi (pictured) suggested on my Facebook page that the blog left him with more questions than answers. So he posed them. Here they are – with Rob Smorfitt’s response.

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Marius Kloppers 72dpi

Short iron ore, coal

Marius Kloppers 72dpi

Deciphering BHP CEO: Short Kumba, Exxarro, ARM as iron ore prices “mean revert”

 

BHPBilliton CEO Marius Kloppers had bad news for some base metal prices at his AGM this morning. He reckons the China-driven boom for iron ore and coal prices is over. After the inflation of the past decade, prices are reverting to a lower mean. I have cut away the verbiage to help make his message easier to understand. It’s clear: get out of shares like Kumba, Exxarro, ARM and even steel-maker Mittal.

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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.

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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.

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rikeshweb

Rikesh Parthab

rikeshweb

Entrepreneurship lessons: An example of how starting early, self-discipline works

An inspiring story of a young Durbanite that provides key lessons in entrepreneurship for everyone. Rikesh Parthab’s passion for business was nurtured early on, encouraging him to make the sacrifices that created a springboard for today’s sizeable operation. I’ve got the feeling we’ll be hearing a lot more about this young man.

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Laurene Powell

Steve Jobs Bio III: Who you marry makes huge difference

Laurene PowellWalter Isaacson’s book on Apple’s Steve Jobs gets one feeling it’s a pity biographies begin, as they must, with the subject’s early years. After the first 200 pages, many will be tempted to throw away the tome, tiring of a brattish Jobs who typifies much of what the rest of the world dislikes about American businessmen.

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