Oracle Corporation – why we believe its valuation is attractive
Since its establishment in the 1970s, Oracle Corporation has been a leader in database software. However, the introduction of cloud-computing software or software-as-a-service (SaaS) a
Star – the new jewel in Steinhoff’s crown
Pepkor is back on the JSE as Steinhoff Africa Retail (Star). In this article, we explain the history of prolific corporate actions that led to
We can’t forecast the future, but we can prepare for it
South Africa’s economic future remains uncertain. No one knows how ongoing political developments will affect economic policy and what this will mean for economic growth.
It’s always a good time to invest offshore
For the past two decades, the South African equity market has outperformed US assets. This would surely mean that a portfolio with 100% exposure to
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
Looking back at the past year at Denker
It’s been a year since we moved into our own premises in the Tyger Waterfront in Bellville. We thought we would share some of the
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,
Combined Motor Holdings – an undervalued business with star qualities
One of the most rewarding aspects of our job is finding a great investment opportunity. Combined Motor Holdings (CMH) is one such gem that remains
