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…

Work hard, dream big

I was recently interviewed for an article in an airline inflight magazine. Here’s the copy of the article which focusses on the trip that I went on to Silicon Valley. Murray is an entrepreneurial and commercial thinker with a track record of growing innovative technology businesses. Murray holds a Ph.D in biomedical engineering and has…

10 min read

You don’t know what you don’t know

Every day I’m reminded of the stark reality of how much I don’t know. I make it my mission in life to try and understand how things work, why they do what they do, but keep coming up short. It’s fortunate that I enjoy learning, so my lack of knowledge is satiated when I learn….

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…

4 min read

Hard Work has its Rewards

The last few weeks has provided an opportunity for me to spend time with young and aspirational people, more than I usually do. For the last few years, near the end of the year we’ve upped the number of interviews we do as some of the best of the South African youth come into the…

Crowdsourcing innovation

When I worked as an investment banker, one of the insights that became clear to me very early on was that banks have transformed very quickly into technology businesses. What used to be an industry with relational managers and bank balance sheets offering very vanilla products has now become a very technology-centric industry with multiple…

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…

My love-hate relationship with entrepreneurship

Entrepreneurship is the poster-child of the economy – consensus appears to be that running your own business is the ultimate pinnacle of a career – full of fun and the secret to untold riches. That might be the truth for a very few entrepreneurs, but there’s also a dark, lonely and extremely challenging side to…