Despite company results beating expectations, valuations of global financial stocks are down. They are at post-Global Financial Crisis and post-Covid-19 levels again, mainly due to the fear of sharply higher interest rates and a ...
In this article Kokkie Kooyman explains why, with rising interest rates and the recent crypto market price falls as context, ‘sane’ investors in the financial sector are currently spoilt for choice. Warren Buffett has ...
Despite the fact that global financials are set to benefit from the current macro cycle, have very favourable valuations, and should be one of the largest beneficiaries of the ongoing growth to value rotation, portfolio allocations ...
Just like the weather, investment seasons change. When I was a young boy, we had a Dutch barometer hanging on the wall in our house. It was in the shape of a house with two entrances.
The financial sector has declined significantly, presenting very attractive investment opportunities. Last week, European financials were trading at new lows following the 1987 Black Monday lows, recording a decline of 28% in just two ...
Globally, consumers respond to companies that meet their need for convenient services. They vote with their feet. Those companies that don’t evolve are left behind and inevitably must retrench staff. Banks are no different and risk ...
What did Warren Buffett and Charlie Munger make me reflect on this year? This was my 20th shareholder meeting and each meeting brings new learnings. But I also keep building on the foundations of the previous years.
Global financials have consistently grown shareholder value over the past decade and are well placed to continue to do so. Yet, the market remains sceptical about this sector, focusing on the troubles of the past rather than the ...
The current market sell-off has all the hallmarks of the cycle of irrational panic that grips emotional investors. I recently came across an article in a local newspaper titled JSE nears worst monthly performance in 10 years.
Every year thousands of people head to Omaha in Nebraska in the United States to attend Berkshire Hathaway’s annual shareholders’ meeting (AGM) – mainly to draw on the investment experience and expertise of 94-year-old Charlie ...
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