Kind of you, thank you Ivyn.

27%.

This podcast with Colleen Wagner of @SATRIX_SA is one of my favourites. Modern life is HECTIC. But if you aren't careful, decision fatigue can get in the way of your financial goals. Awareness of the problem is the first step to fixing it: piped.video/watch?v=PHgd8mhn…

My latest for Daily Maverick:

Wondering what's inside this podcast with Duma Mxenge of @SATRIX_SA? Here you go: 00:00 Intro 01:00 South Africa is the track record, Africa is the opportunity 02:14 Satrix’s strategy to address ETF demand in Africa 04:21 Listings in Namibia, Botswana and Kenya 07:00 Institutional vs. retail investors 08:16 Demand for developed vs. emerging market funds 10:28 Financial markets infrastructure to make this possible 14:01 How far off is the “Africa Basket” ETF? 18:26 Closing thoughts piped.video/watch?v=HFNBM7r7…

I have some time with Sean Summers later that I'm looking forward to. Anything specific you want me to ask him?

Keen to learn more about US banking? What is the distinction between "Wall Street" and "Main Street" in the context of names like Bank of America? This podcast digs into the details: piped.video/watch?v=pmdFeio6…

What's inside? 00:00 Intro 00:15 CMH financial overview 01:23 CMH’s sobering comments on Chinese cars 03:24 Negative read-through for WeBuyCars 03:57 Aftermarket parts performance at CMH 04:34 Deviation between CMH’s financials and narrative 04:58 The structurally different car hire business 05:22 Financial services business at CMH 05:46 Calgro M3’s tepid revenue growth 06:10 Calgro M3’s gross profit margin is running ahead of target 07:11 A balance sheet under pressure 07:30 Asset disposals and the discount to NAV 08:03 The cash flow conundrum 09:20 Calgro M3 on Unlock the Stock piped.video/watch?v=3tOeqhBk…

Ghost Mail Weekender is designed for you to sit back and enjoy a selection of goodies for curious minds. Here's the latest one: ghostmailsa.beehiiv.com/p/gh…

Such a good piece by Dominique Olivier that will go out in today's Weekender: ghostmail.co.za/dark-chocola…

Truly a pity that we don’t have an “Africa EFT” great pod👌🏾, Duma is knowledgeable and well spoken

According to Duma Mxenge of @SATRIX_SA, we are some way off having a successful "Africa basket" ETF. But that doesn't mean that Africa doesn't provide opportunities for the ETF market. In this podcast, he explains Satrix's strategy for Africa: piped.video/watch?v=HFNBM7r7…

When you go from trading statement to full results in a single day...

Humans learn a lot of lessons, but the Streisand Effect never ever seems to be one of them. Ever.

Busy week? Feeling behind on market news? Here's the latest on CMH and Calgro M3, two of the most interesting stories of the week: piped.video/watch?v=3tOeqhBk…

What is the casualty in your budget right now? Mine is restaurants. Halved my spend.

🆕 Karooooo, that’s with 5 oes, is a proudly South African export making waves on international markets, and home to the impressive Cartrack. Strong cases can be made for and against the company. Revenue rose and it has room to grow. But, of course, there’s a catch. Stock ticker: KRO. ➡️ Click the link to read @FinanceGhost's analysis and trade the CFD: tinyurl.com/44a9desy #InvestSA #JSE

What's inside? 00:00 Intro 00:15 CMH financial overview 01:23 CMH’s sobering comments on Chinese cars 03:24 Negative read-through for WeBuyCars 03:57 Aftermarket parts performance at CMH 04:34 Deviation between CMH’s financials and narrative 04:58 The structurally different car hire business 05:22 Financial services business at CMH And that's just the CMH section! piped.video/watch?v=3tOeqhBk…

CMH on Chinese cars. Calgro M3's cash flow conundrum. Here's the latest YouTube video bringing you the Best of Bites... Subscribe to the channel while you're at it! piped.video/watch?v=3tOeqhBk…

I'm doing something new: a Friday "best of Bites". It's just a selection of the more interesting stories covered in Ghost Mail that week, republished from the newsletter. Here's the round-up: ghostmail.co.za/best-of-bite…