Investing
Repetition maketh a man
Replicate your Yesterday and Day-Before-That out over a few hundred days. That’s a year or two. Is what you’re doing today going to get you from Where-You-Are to Where-You-Want-To-Be? Have you invested sufficiently into the relationships you have with the people you care for? Did the people you engaged with form part of your future…
Stock Picks – 2017
During the festive season, I review my year and how I chose to allocate my time, effort and capital, and then decide what to change in the coming year. For the first time in a long time, a forward looking view of what I think might happen in the markets over the coming year, is…
Stock picks for 2016
For the last few years I’ve been sharing my take on the stock market and my investment thesis in the listed space. Last year, I made some predictions that were sound, and others that were off the mark. The slide in the Rand made me look like a superstar, though, with my portfolio up 46% in…
The next commodity supercycle involves something we all already own
The commodity supercycle which started in the early 2000s, saw the prices of physical commodities such as food, metals, fuel and chemicals rise as demand from emerging markets outstripped demand. A slowing global economy has recently seen a rapid slide of commodity prices, having severe impacts on global economic markets, job security and emerging market…
Fostering true innovation in the financial services industry
This post originally appeared on Moneyweb in April 2015 The recipe for entrepreneurial success goes something along the line of this: Create significant economic value for an industry by commercialising an innovative product or service, scale that platform to acquire market share quickly, while tapping a network of connected, experienced captains of industry to further…
5 tips to making inroads into investing for your future
“There’s no point in a $50 million funeral or a $25 million divorce.” One of the guidelines in the unofficial Goldman Sachs guide to New Year’s resolutions. Still, keeping a bit of money aside every month, subjecting it to compounding and then using it on a rainy day makes sense. In the same way as January…
2014 – My Stock picks
The world continues to become a smaller place. Events on a national scale ripple though global markets and it becomes increasingly difficult to sort through the complexities that drive equity markets. At this point, the onset of Fed tapering has traders in a quandary – good economic news out of the US drives stocks down…
The difference between working for a corporate and getting a job at a corporate
The landscape of the working world is most interesting. For every industry, the value chain consists of a vast array of one man bands, small start-ups, SMMEs, large corporates, multinationals and in cases, large institutions. For each of these, there is a spread of people, talent and the way business gets done. The entrepreneur in…
Who is your business backing as its intellectual venture capital?
The buzz words around the entrepreneurial space are “venture capital” and “private equity”. It’s every startup’s dream to have an investor put funding towards their new idea, or recently launched venture. The money provided sees ideas take flight, the original inventors or entrepreneurs successful, and the PE or VC business making a killing. I’ve been…
Stock Market Investing 101
I went to the JSE recently, and was stunned to find out that only 200 000 individuals actually trade equities on the bourse. That’s hectic! In a bad kind of way. I’ll make the assumption that as a reader, you’re not investing in shares. If you are, leave this site and go check your portfolio….
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