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Biznews’ Global Share Portfolio for Dec – up 49% for 2015
Alec Hogg takes us through the performance and current position of the Biznews.com Global Share Portfolio Webinar, which is proving to be highly successful. If you’ve just joined in on this journey,...
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James Myburgh: How independent is Surve’s Independent with R900m PIC debt?
After the “for sale” boards went up outside Independent Newspapers, many within SA’s media industry started doing their sums. Eventually the Irish owners extracted their best price from an outsider,...
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Naspers and Tencent attack Facebook in Africa – added pain for MTN, Vodacom
In China, debate rages around which of the Ma’s (Pony at Tencent; Jack at Alibaba) is the greater wealth creator for shareholders. There’s no such debate in South Africa where Naspers’ Koos Bekker –...
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Naspers buys Indian – $250m Internet travel startup called Ibibo
By Loni Prinsloo (Bloomberg) — Naspers Ltd., Africa’s largest company by market value, invested a further $250 million in Indian Internet-travel group Ibibo to strengthen the firm’s market position in...
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Naspers $1.2bn Russian Classifieds bet pays off – fuelled by economic crisis
By Ilya Khrennikov (Bloomberg) — Naspers Ltd. spent $1.2 billion to gain control of Russia’s largest classifieds website last year. That hefty bet in an economy mired in recession is paying off as...
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Surve’s Citizen redux, except this time it’s State pensioner’s funds wasted
A friend in academia who studies these things says the ANC is using the old Apartheid Government’s political playbook. He likens Jacob Zuma to PW Botha – a seriously flawed but powerful central...
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Mailbox: Unilateral MWeb has got my goat – and they blame Microsoft!
From Niall Beazley* Are you guys aware that MWeb is forcing their longer term clients to move their website, domains and email addresses to a new Unix Hosting Platform? The email below shows the...
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Webinar: How to Calculate the Intrinsic Value of a Stock
Value was a phrase first coined by Benjamin Graham (the father of value investing) but was modernised by Warren Buffett. Buffett’s championed the term, which has been at the root of the fortune he’s...
View ArticleRoland Rousseau: Is Alpha dead? Shifting incentives beyond benchmarks
Compensation and Reward in the Financial Services Industry is aligned with the old model. Roland Rousseau believes that these need to change in order to allow the model to adapt to the changing times...
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Ted Black: A starry night on the JSE
By Ted Black* A remark at the end of my last ROAM article that looked at Nampak and its critical number, made me smile. It suggested there was little correlation between its Cash ROAM result and market...
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As investor confidence in SA evaporates, Bitcoin price surges 21% in a week
Like any pioneering invention, Bitcoin is taking a while to capture the mass market’s attention. But for early adopters, it’s becoming their hedge against politically-inspired uncertainty, especially...
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Biznews’ Global Share Portfolio June – Brexit leaves her mark
It’s a month where Brexit made her mark. Especially with newly purchased Barclays PLC, which is down 30 percent. But the Biznews.com Global Share Portfolio is built on Warren Buffett foundations, and...
View ArticleAlec Hogg on #Brexit positives but calls grow for a second referendum.
The global market buzzword is still Brexit as most try come to terms with what European life without Britain will be like. But others are not so sure with FT columnist Gideon Rachman leading the choir...
View ArticleEquity Express: Leading the charge to disrupt JSE’s share-trading monopoly
In May 2014, the Financial Services Board took a decision which has introduced massive disruption into South Africa’s previously complacent share trading sector. Acting on concerns about a mushrooming...
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Pressly: Surve’s anti-white rhetoric – a R500k monthly distraction
To be white – and indeed, a white journalist – means in the mind of Independent Newspapers owner Iqbal Surve, that you view the world through a racist prism and one is rendered incapable of rational...
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Biznews Global Share Portfolio July – normal service resumes…
The month post Brexit was always going to be interesting, firstly the result was unexpected, and secondly, no one was certain of how it would all play out. But as Alec Hogg summed up, normal service...
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Independent generosity – Dasnois apology, Brown’s ninja bomb & Section 189’s…
By Ed Herbst* “(Mandela) said to me, just before he got ill, ‘Iqbal, are you still the same?’ I said to him, ‘Tata, I am still the same.’ He said, ‘Now I can go.” Dr Iqbal Survé, quoted in the Daily...
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Herbst: Wasted millions – Corruption flourishes as investigative journalism...
By Ed Herbst* “The torch of crusading journalism carried by so many from Thomas Pringle to Percy Qoboza, Donald Woods, Max du Preez and Martin Welz, among others, has been dropped, with a few...
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How Tencent plans to turbocharge its already dizzying growth
Tencent Holdings, of which South Africa’s Naspers holds a sizeable stake, has soared in value, joining the ranks of the world’s 10 largest public companies, reports Bloomberg. Don’t expect growth to...
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Ted Black: Pricking the Naspers bubble? Declining Cash ROAM
It’s difficult to argue against Naspers as an investment. The share price has sky-rocketed, with the pessimist investors calling the top at intervals starting around around R500 a share. The stock...
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