๐Ÿ”’ Alec Hogg: One accelerated trend investors seem to have missed. For now.

While going through our newest products last night, it struck me how producing them would have been impossible just a few years ago. But here they are: a clickable PDF which radically transforms the “newspaper” experience; and a punchy “radio” program, accessible on demand and transcribed to enable a quick scan or deeper analysis.

Read also: Alec Hogg: The benefit of having held your head when others lost theirs

Advancing technology has played a major part in making iconoclastic products like these possible. But without the talent that undererstands the tech and applies it in a practical manner, such services would remain the preserve of those with abundant financial resources.

On Sunday, it will be exactly a decade since Malcolm Gladwell wrote what for me remains the seminal articleย about the shift from capital to talent. In it, he tells the story of former trade unionist Marvin Miller who transformed the power balance of America’s national sport. The pendulum has continued to swing that way ever since.
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Read also: Alec Hogg: Trump v Biden – a Second XI choice for Americansย 

Stock prices illustrate how Covid-19 has accelerated many economic megatrends. But the penny hasn’t quite dropped on the one that’s closest to each of us. Lifelong learning and continuously developing our own talents has never been better rewarded. It’s gathering momentum – and we’re still at an early stage of that transformation.

For your attention today…

Just announced, Sasol has sold 50% of its Lake Charles project for $2bn. We’ll have the story up on BizNews soon, but for stakeholders keen to know what’s happening, here’s the link to a PDF of the SENS announcement from the company:
http://www.profiledata.co.za/JSE_SENS_PDF/History/2020/10/02/SENS_20201002_S436930.pdf

Webinar alert…

* And in the Rational Radio webinar on Monday our CEO in focus is Gavin Hudson of Tongaat Hulett – even if you’ve never owned the share, this is one episode you’ll be sorry to miss. David Shapiro and Chris Logan will do the quizzing. It’s exclusive to Premium members. Here’s the link to register:ย https://attendee.gotowebinar.com/register/6730147365502274830

For downloading…

* The third edition of our BizNews Digest PDFย is now available for downloading. Be sure to use its “clickable” feature to unlock a teasure chest of audio and other resources. There’s also a very late way to squeeze into next week’s Joburg Mining Indaba. Here’s the link:ย https://bit.ly/34gK57B

* Episode Three of Inside Investing features the investment case for Barrick and Berkshire; Purple Group and Famous Brands; plus an update on the Kisby SME fund from Mark Barnes. This podcast is now starting to take shape with a new signature tune and plenty of original content. Here’s the link to the audio and transcript: https://www.biznews.com/entrepreneur/2020/10/01/inside-investing

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