Ghost Stories #105: Altron – a multi-platform, multi-decade moat
The Finance Ghost welcomes Altron CEO Werner Kapp fresh off a standout capital markets day that left a strong impression: this is a business whose growth story isn’t tightly tethered to South Africa’s...
11 Kesä 32min
Ghost Stories #104: Take a byte of growth - Investec Nasdaq 100 Geared Growth
In this episode of Ghost Stories, The Finance Ghost sits down with Investec’s Brian McMillan, fresh off collecting the “Best Issuer in Africa” award in Stockholm on behalf of the Investec Structured P...
9 Kesä 22min
Ghost Stories #103: How Shari'ah-compliant investing can outperform (with Maahir Jakoet)
In this episode of Ghost Stories, we welcome Old Mutual Investment Group to the platform for the first time. The Finance Ghost sits down with Maahir Jakoet, lead manager of the Old Mutual Global Islam...
9 Kesä 24min
Ghost Stories #102: A market holding its breath
In this episode of Ghost Stories, I was joined by Satrix’s Nico Katzke to unpack a global market that feels eerily calm in the face of rising risk. From Middle East tensions and the growing threat of ...
20 Touko 25min
Ghost Stories #101: Under the hood - the data edge at WeBuyCars
In this episode of Ghost Stories, The Finance Ghost goes beyond the headline numbers and gets under the hood of WeBuyCars with Deputy CEO Wynand Beukes and CFO Chris Rein. Instead of rehashing the lat...
20 Touko 31min
Ghost Stories #100: Mining through the cycle - Sibanye-Stillwater's strategy
Sibanye-Stillwater CEO Richard Stewart has stepped into the top job at a time when the company is printing money in its gold and PGM operations. But success during the favourable times in the cycle is...
11 Touko 41min
Ghost Stories #99: Unleashing independent retail - the foundation of SPAR's turnaround
Reeza Isaacs is the newly appointed CEO of SPAR. As hot seats go, this one is warmer than a freshly-baked bread at your local store. With plenty of experience in difficult retail settings, Isaacs is e...
31 Maalis 29min
Ghost Stories #98: Fixed income investing - how to move beyond cash in a balanced portfolio
In this episode of Ghost Stories, we get stuck into the world of fixed income - a space that retail investors often overlook in favour of equities. Yusuf Wadee of Satrix concurs with The Finance Ghost...
24 Maalis 34min
