🔒 WORLDVIEW: Long-term investment guidance from world’s greatest young entrepreneur.
Likely winners? A first stab suggests businesses with communities that coalesce on mobile and those that make or control content to the devices.
Likely winners? A first stab suggests businesses with communities that coalesce on mobile and those that make or control content to the devices.
Tobacco company, British American Tobacco (BAT) is the biggest JSE listed company for 2016, with a market capitalisation over R1.5trn.
Naspers shares have performed well this year, but on a relative basis, they’re quite cheap. Is there plenty of margin for safety? Mark Ingham isn’t so sure.
Nanjing, a Chinese city of 8m souls best known globally for Japanese atrocities in 1937, posted residential property price growth of 41.1% last year.
Capitec will purchase a 40% stake in Cream Finance for €21m, in a deal described as an “appropriate match” by CEO Gerrie Fourie.
In essence, the 3M’s (Moat, Management and Margin of Safety) look for investments that are trading at discounts to their inherent intrinsic values.
Looking at Naspers latest numbers, cash ROAM specialist Ted Black is reminded of Didata at the height of the dotcom frenzy in 2000.
This month saw share prices boosted by a ‘Trump’ and ‘Brexit’ dividend, but returns were offset by a Rand that strengthened by close to a Rand against both the Pound and Dollar.
One of Cape Town’s greatest entrepreneurs, print mogul Lambert Retief, has died following his short battle with brain cancer.
Naspers is seeking partnerships with mobile-phone operators on the continent to boost its video-on-demand business and help compete with Netflix.