🔒 Premium: Graham’s rational argument why to never be 100% out of stocks (or in them)
WSJ columnist Jason Zweig draws on the wisdom of Benjamin Graham to help chart a course through current turbulence.
The Intelligent Investor
Scuttlebutt – an investor’s secret weapon
Alec Hogg says Pick n Pay CEO Richard Brasher might be hitting the right notes at analyst presentations, but the scuttlebutt isn’t supportive.
Alec Hogg: My five life-changing books
I’ve been talking to a few younger people recently, asking advice on books to read. I came up with five books that are guaranteed to improve your life.
Understanding an analyst’s assumptions and process in valuing a share is more important than the value
Knowing the intrinsic value of share when you decide to buy or sell is extremely important, but I would argue that if you did not do the analysis, it is equally important to understand the process.
Sasha Naryshkine: BHP, Hulamin, Netcare, Pioneer
Monday means Sasha Naryshkine, Director at Vestact, joining us on CNBC’s Powerlunch to chat about today’s market stories.
Sasha Naryshkine: Telkom, Anglogold, Massmart and Investec-backed entrepreneurs
Sasha Naryshkine often drops a gem during our regular Monday Power Lunch discussions on CNBC Africa. Today it was how one should never trust a company whose results always seem to produce “one off” issues. A bit like Warren Buffett’s warning to be cautious about a business that booms its Ebitda. Or my pet hate, … Read more
Glencore, Anglo American, FirstRand, Growthpoint: insights from Piet Viljoen
Piet Viljoen has much in common with Sage of Omaha Warren Buffett – which is hardly surprising considering Piet has made a study of Buffett’s investment strategy. He has also made the pilgrimage to the Berkshire Hathaway annual shareholders’ meeting. Like Buffett, Piet has a rare ability to cut through jargon and complexity to explain … Read more
Shapiro on Warren’s annual shareholder letter: Buffett’s all-in bet on the US economy
These days, everyone’s a US pessimist. US markets are overvalued, America is losing to the Chinese or the Indians or the Brazilians, the US government is too dysfunctional to save the country from a debt meltdown – you hear this stuff all the time. And, to be frank, there’s a lot of truth to a … Read more
Warren Buffett: Some of my thoughts about investing
On May 3, I will be among around 30 000 who make the annual pilgrimage to Omaha for the annual general meeting of Berkshire Hathaway, the $286bn group built by Warren Buffett (83) and his business partner Charlie Munger (89). The two gents spend five and a half hours answering questions from the audience in … Read more
Newsletter 27 September: Suggested reading list for JZ – and anyone wanting to expand their knowledge base
Hi there, It might have been a short week for the rest of South Africa, but we’ve had a belter on Biznewz. Traffic on the site has set a succession of records thanks to some superb blogs and articles as you’ll see from the list of our Best Read Stories at the bottom of the … Read more