First-hand accounts of the Omaha experience
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
Capitec is still not African Bank (of 2014)
I wrote an article in August 2014, when Moody’s downgraded Capitec Bank’s credit rating by two notches, a week after the South African Reserve Bank
Why the global financials bull run will likely continue
The most recent performance ranking from Morningstar shows that the Sanlam Global Financial Fund has delivered stellar returns for the 12 months ending June 2017.
What I’ve learnt from Berkshire Hathaway annual shareholder meetings
It’s April 2000. Tech stocks are creating hype in the markets. Amidst the excitement, Walter Aylett (founder of Aylett Fund Managers) convinces me to fly
Opposition against Trump reforms creates uncertainty – but is it all doom and gloom?
Since Donald Trump’s unexpected election as US president in November 2016, US equity markets have been betting on the Trump reflation trade. The thesis was
Sparebanken NN – proof of why you need small caps in a portfolio
The shares that have generated the highest returns since the launch of the Sanlam Global Financial Fund in 1999 were all smaller companies. In fact,
Headlines cause volatility, not returns
Learn from the past, pick good shares and focus on value President Zuma’s 8 January speech and Value Investing By most accounts president Zuma’s speech