roytopol

Playing QE up and down proves contrarians win some of

I’m always delighted to give a wider audience to the product of excellent thought processes. Like this article from Roy Topol, a gent who predicted the demise of 1Time while the shares were still surging. Here he offers a rational analysis of what to expect during the next leg in the Quantitative Easing saga. By … Read more

Madiba old

The three decisions that made Nelson Mandela the greatest Leader of our Age

As South Africa prepares for the loss of its icon, here’s a timely reminder why we’re so emotional about being forced to say goodbye. Academic, author and strategic management guru Dr Paul Schoemaker wrote this brilliant piece after a recent visit here. With stark reminder’s of Madiba’s pivotal words, and precious legacy to his nation. … Read more

ken1

Mooi River’s well paid Councillors fiddle while the town slowly dies

ken1

Mooi River is home to a man who reminds me what politics is supposed to be about – selfless leaders fearlessly serving the people. Ken Denysschen is the sole DA representative on the Mpofana City Council. He provides insight into how dysfunctional some small municipalities like his have become. Brace yourself.

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sawagat

Power of social media – Oosthuizen’s online endorsement boosts Sawagat

sawagat

Greetings from La Guardia Airport, New York. I’m waiting for the flight to Omaha where the Berkshire Hathaway AGM is to be held tomorrow. While checking emails, picked up this note from Dr Thomas Oosthuizen. You may recall his recent blog on a start-up KNZ restaurant. His note warmed my heart. Yours too?

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Starting a business – sometimes helps to think less, do more

thomas

The late, great Bill Lynch (World Entrepreneur of the Year 2006) liked advising prospective business owners to follow Nike and Just Do It. This superb blog by Dr Thomas Oosthuizen reaches a similar conclusion. Intellectual, direct and so very smart, Oosthuizen is SA’s branding Tzar. After reading this you’ll agree with me that he also knows a bit about starting businesses.

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Sean

Sean Act II

Sean

Act Two – Play it again Sam or

 dare I follow my heart this time?

IT entrepreneur Sean O’Connell and I have corresponded over the years. As Sean prepares for the future a year after selling his business to JSE hot stock EOH, I asked him to share his throughts as he reflects on lessons learnt and the way ahead. His response is inspirational, a masterclass for any would-be entrepreneur.

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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

Alan Knott Craig Jnr

AKC’s career lessons

Alan Knott Craig Jnr

Seven career lessons former MXiT leader Alan Knott-Craig says he’s learnt already

I consider both Alan Knott-Craigs to be friends. Senior, the country’s cell visionary and founding CEO of Vodacom. A man who returned after a heart-attack instilled sabattical and is now running Cell-C (and soon, if sense prevails, Telkom). We’ve shared some deep moments. I was privileged to be asked to speak at the launch of his book. And he has been quick to offer support during my difficult periods.

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