Hubris
Hubris Investors are faced with a multitude of risks in any investment decision that they take. With the recent results from Famous Brands, Mediclinic, Taste Holdings and also not so recently Woolies and Old Mutual; one can’t help wondering if executive hubris* is not one of the bigger risks that investors face. Offshore Expansion […]
Seeking Growth Markets
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Share Focus: EPE Capital Partners (EPE)
Ethos Capital (EPE) invests directly and indirectly in a diversified portfolio of unlisted investments, which are managed by Ethos Private Equity, the largest private equity firm in sub-Saharan Africa. View our Summary
Inflation and its impact on stock prices
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The Land Question?
In my opinion, the Land Question in South Africa raises a broader issue. It is the question of retribution for the crimes of colonialism and Apartheid. The Black Economic Empowerment policies attempted to address these issues but these have fallen short of meaningful empowerment of the previously disenfranchised. It has also had unintended consequences – […]
Share Focus: Discovery
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Goals Conceded, Saved, Missed and Scored
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Lunar BCI Worldwide Flexible Fund End of Year 2017 Report
Market Overview The calendar year 2017 was another roller-coaster year for the investment markets in South Africa and globally. Some of the more significant events include: Ratings agencies downgraded South African sovereign debt to junk status, citing political and economic risks facing the country; Serious allegations of mismanagement and corruption in state-owned enterprises, including Eskom, […]
Share Focus: Facebook
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Delaying Gratification
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