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Boardroom Talk – Announcing BNC#6; new venue; 28 keynotes, 350 delegates
BNC#6 is now open for bookings.
September 1st, 2023
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Posts from Premium…
Premium from the FT – Simon Kuper: Bosses won’t like it but WFH is a happier way to work
Homeworking is not just a corproate issue, it’s a chance to create a better society.
September 22nd, 2023
Boardroom Talk – Adrian Gore, a world class act who rises above the noisy critics
From what I’ve experienced, he’s SA’s Elon Musk of financial services, but a much, much nicer person.
September 22nd, 2023
Boardroom Talk – Pravin is backing the wrong horse at Transnet, then again, he picked it
After all, it’s only when actually practiced that socialism fails.
September 21st, 2023
Boardroom Talk – Lawyers don’t get it: Even if Markus does win, he’s already lost.
No judgment could ever reverse the damage to his reputation in the Court of Public Opinion. A lesson for all lawyers – and their clients.
September 20th, 2023
Boardroom Talk – SA’s turnaround: Shoutout to BizNews tribe for fresh ideas
There are legions of people within the BizNews tribe better qualified to offer ideas on economic upliftment. A good friend, Trevor Edwards, has started the ball rolling.
September 19th, 2023
Boardroom Talk – How world sees SA: Joburg fire reflects deep malaise
While Americans and, to a lesser extent, Chinese could play fast and loose with international relations, just like the Brits, we can’t.
September 18th, 2023
Premium from the FT – How world sees SA: A fire in Joburg symbolises entire system up in flames
London-based Financial Times comments: “The blaze in Johannesburg tells a story of xenophobia, urban neglect and political dysfunction.”
September 18th, 2023
Boardroom Talk – Comfirmed: Joburg house prices fell the most of 219 cities since 2018
Having sold our Joburg property last year, I’m painfully aware of how property prices in SA’s commercial hub have fallen.
September 15th, 2023
Boardroom Talk – Another Zuma mistake, this time his deployed PP, has cost SA R200m
The young democracy is starting to learn some very hard lessons. Helped by SA’s Treasury running out of money.
September 14th, 2023
Boardroom Talk – Transaction Capital reminder of never just one cockroach in kitchen
Once again, the Oubaas of Omaha has saved BizNews tribe members a bundle.
September 13th, 2023
Premium from the FT – Isaacson and Musk: World’s best biographer on world’s best entrepreneur
A special treat for you this morning as the FT’s Gillian Tett shares her New Orleans lunchtime meeting with the world’s foremost biographer, Walter Isaacson.
September 12th, 2023
Boardroom Talk – A first ever ‘Flower Safari’ opens eyes to a world I’ve been missing
Something else that we should be making more of, methinks, is our natural heritage.
September 11th, 2023
Boardroom Talk – Need a boost? Catch up with someone in the tourism sector
So yesterday I found myself moderating a few panels at a tourism indaba organised by the Overstrand Municipality. And was pleased I did.
September 8th, 2023
Boardroom Talk – How an independent Cape would compare in an African context
On all the important criteria, an independent Western Cape would at worst be mid-level among what would then be 55 African nations.
September 7th, 2023
Boardroom Talk – Comparative energy costs help explain why Nigeria, Egypt are pulling ahead of SA
As our cartoonist Dave Doubell points out, SA’s Electricity Minister has a lot of work on his plate before he should be doing any dancing
September 6th, 2023
Premium – A second coup in Francophone Africa leaves Macron’s strategy in tatters
In all six countries that have suffered coups over the past three years, France maintains deep economic, political and security ties
September 5th, 2023
Boardroom Talk – Bongo tops Africa’s derangement stakes, but it now seems Cyril isn’t far behind
The toxicity of derangement, which inflicts so many of the world’s powerful people, is very dangerous.
September 5th, 2023
Premium – Bobby Ghosh: Booze business is now being threatened by slimming pill boom
The growing popularity of weight-loss drugs that reduce craving for alcohol represents a challenge for Big Liquor
September 4th, 2023
Boardroom Talk – Predators in an elite SAPS unit exposed as a criminal syndicate
Last week, the BizNews Premium Interactive channel on WhatsApp was abuzz after a chilling contribution that demanded the widest possible audience.
September 4th, 2023
PREMIUM: Witness claims SA President’s new elite traffic cops are a crime syndicate
This audio was posted on the BizNews Interactive Whatsapp forum by an unknown resident of Johannesburg sharing the corrupt modus operandi of the members of a Presidentially-established unit of SA’s law enforcement agencies.
September 3rd, 2023
Boardroom Talk – Announcing BNC#6; new venue; 28 keynotes, 350 delegates
BNC#6 is now open for bookings.
September 1st, 2023
Premium from the FT – Democracy, once subverted, is hard to regain. Ask Zimbabwe.
No rational thinker would bet against a Malawi-type similar turnaround in a properly monitored Zimbabwean election.
August 31st, 2023
Premium from the FT – Understanding the Mafia Don leadership of Zimbabwe, Namibia and elsewhere
Demands for personal loyalty and an obsession with revenge are hallmarks of the Godfather style in politics.
August 30th, 2023
Boardroom Talk – ANC skulduggery at Tambo Springs claimed reason why Jooste and Co not in jail
Nortje’s conclusion: Jooste and his cohorts are not in jail because they have bought protection from a certain powerful member of the Gauteng ANC.
August 29th, 2023
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Posts from Boardroom Talk…
Boardroom Talk – Adrian Gore, a world class act who rises above the noisy critics
From what I’ve experienced, he’s SA’s Elon Musk of financial services, but a much, much nicer person.
September 22nd, 2023
Boardroom Talk – Pravin is backing the wrong horse at Transnet, then again, he picked it
After all, it’s only when actually practiced that socialism fails.
September 21st, 2023
Posts from BizNews Share Portfolio…
Premium – BizNews Share Portfolio August update: Portfolio breaks above R10m – weaker Rand protection
Every month, BizNews founder Alec Hogg updates the community on the latest developments on the BN Share Portfolio.
August 23rd, 2023
Premium – BizNews global portfolio: ASML joins – so does Adobe as Bull takes hold again
Every month, BizNews founder Alec Hogg updates the community on the latest developments at the companies whose stocks are held in the portfolios.
July 25th, 2023
Premium – BizNews Share Portfolio: June update with Alec Hogg
BizNews founder Alec Hogg updates the community on the latest developments at the companies whose stocks are held in the portfolios.
July 3rd, 2023
Premium: BizNews Share Portfolio – Rand, Palantir, Nvidia takes BizNews portfolio to 14-month high
The BizNews Share portfolio, on the Standard Bank Webtrader platform, has delivered spectacular returns for South African investors.
May 30th, 2023
Premium – BizNews Share Portfolio April Update: Steady growth, restructure complete
Both portfolios have seen some adjustments recently, and in this month’s update, Alec takes us through the stabilised portfolio showing steady growth.
April 25th, 2023
Premium – BizNews Share Portfolio March: Changes aplenty in ‘Risk-Off’ world
This month Alec implemented changes to the portfolio as investors navigate a ‘Risk-Off’ world which is supporting value-based investing.
March 28th, 2023
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Join chatPosts from Investor Insights…
Premium – Nvidia rockets, highlighting the permanent magic of exponentiality
Nvidia’s results for the first quarter of 2023 included a massive upgrade in revenue projections due to the AI revolution.
August 25th, 2023
Premium – Time to relook Naspers/Tencent ratios as concerns over the HK group resurface
With Naspers having outperformed by so much, its shares are likely to be even more at risk should the predicted reverse hit Tencent’s stock.
August 11th, 2023
Premium from the FT – Buffett gives Washington the thumbs up – owns $147bn in short-term US Treasuries
Berkshire swung to a profit of $35.9bn between April and June, from a loss of $43.6bn in the same period the year before.
August 7th, 2023
Premium – Uber’s big breakthrough reflects the power of investing patience
With investing, you usually win by exercising patience and, paraphrasing Kipling, keeping your head when others are losing theirs….
August 2nd, 2023
Premium – Latest data suggest US Bear Market is over – just 20 months after it started.
If the index completes a round trip by September, it will make a full recovery twice as fast as the average of the previous 12 cycles.
July 25th, 2023
Premium – Where America leads the world follows. With Bogleheads, it’s just taking time.
Bogle’s mission was to offer small investors low costs with returns that matched the stock market. His index funds grew from an oddity to ubiquity.
July 19th, 2023
Posts from The C-Suite…
Premium: Transaction Capital’s ‘shitshow’ – CEO David Hurwitz on his share sale, SA Taxi and the way ahead
Transaction Capital’s David Hurwitz’s candid interview includes a context to the share price decline, SA Taxi and the way forward.
March 27th, 2023
Novick’s exit from SAA bidding consortium: “We brought the skills, but were kept in the dark.”
Airline veteran Gidon Novick personified the best chance of a turnaround for teetering South African Airways.
November 17th, 2022
CEO on Renergen’s stock slump: Helium producer’s 34% share price drop caused by deadline miss
Renergen CEO Marani has also had to deal with a cold shoulder from Ivanhoe, and leaks in Australia that aborted a capital raising exercise.
November 15th, 2022
Cemair’s seven-year wait for SA airline ‘normalisation’ pays off – airline has quadrupled since pre-Covid
Van der Molen explains how Cemair waited seven years for the market to normalise and is now expanding into the vacuum left by the demise of Comair.
October 11th, 2022
Arrie Rautenbach: Six months after taking hot seat, Absa’s through-the-ranks CEO explains why “reimagined” bank is outperforming peers
This interview confirms why JSE investors are tipping a resurgent Absa as the bank most likely to challenge long-time market leader FirstRand.
October 6th, 2022
Alan Pullinger, CEO of FirstRand, shares the message of “realistic optimism” he gave global investors
Investors in banking stocks ask first about the prospects of the country where the institution operates, then about the company itself.
October 6th, 2022
How EasyEquities was born – insights from Charles Savage
Charles Savage, CEO of EasyEquities, relates the story of how the platform which ‘democratises investing’ came to be.
September 16th, 2022
Inside August’s CompCom raid on life insurance offices – Sanlam’s bemused CEO Paul Hanratty still none the wiser
Sanlam CEO Paul Hanratty spent time unpacking August’s headline-grabbing raid on life insurance offices by Competition Commission officials.
September 16th, 2022
Neal Froneman – Hersov is right; SA govt can take leaf out of Sibanye book, urgently address the good, the bad and the ugly
Sibanye-Stillwater’s founding and still current CEO Neal Froneman, believes political correctness is for the insincere.
September 15th, 2022
From the archives: CEO Charles Savage says EasyEquities eyeing World #1 title despite Fintech’s move into ‘recession mode’
Savage reckons the fintech sector’s move into ‘recessionary mode’ opens up the opportunity for EasyEquities to move out of its home base to global leadership.
September 2nd, 2022
Posts from The Performance Fee Discussion…
Sean Peche answers the call: responds to Coronation
The issue of performance fees has been a topic of discussion. After receiving several requests for a response, Sean Peche answers the call.
September 20th, 2022
Right of Reply: Coronation responds, in detail, to Sean Peche’s allegations on the alleged Performance Fee rip-off
Pieter Koekemoer responds to Sean Peche’s allegations and explains why it has taken so long for the JSE-listed company to respond.
September 12th, 2022
Chris Logan: Coronation’s shares tanking on Peche’s “explosive” disclosures – company urgently needs to respond
As a shareholder in Coronation, he is urging the company to publicly respond to Ranmore Funds founder Sean Peche’s disclosures, which he describes as “explosive”.
September 8th, 2022
Corion’s David Bacher: Assessing Peche’s performance fee exposé – and an explanation for why July’s market rebound faded away
Last week, David Bacher invested time with Sean Peche to better understand the whistleblower’s perspective on SA money manager performance fees.
September 6th, 2022
“The industry will get away with what it can…” – Revisiting SA’s ‘out of step’ performance fees with OMBA’s Mark Perchtold
OMBA co-founder Mark Perchtold shines more light on SA’s performance fee scandal – a subject that has evoked considerable debate.
September 6th, 2022
From the archives: Insider Sean Peche exposes SA’s Balanced Funds ripoff: How Big Three unit trusts fleece savers
Sean Peche says SA’s Balanced Funds are harvesting billions every year from clients via management and ‘performance’ fees.
September 1st, 2022