Why the Capitec sceptics keep getting it wrong
The bank looks expensive yet keeps proving the doubters wrong. The question investors should ask isn’t how much Capitec earns – it’s how long…
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SpaceX: buy the rocket, ignore the smoke?
SpaceX may not be a normal equity investment decision so much as a willing suspension of disbelief, as Musk reveals his numbers…
Hard concentration: the real problem with Big Tech’s dominance
The risk isn’t that concentration exists, it’s what happens when expectations embedded in steep share prices aren’t met…
Municipal valuations: why it’s time for a rethink
Joburg needs a different algorithm for calculating valuations to better reflect actual market conditions, or resentment towards rates will intensify…
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De Beers mothballs Venetia as diamond crisis deepens
The decision comes at an awful time for Anglo CEO…
Beneficiation is not a spell
There’s something to be said for moving from quarry to…
Africa is blockchain’s most mispriced market
Africa is generating record blockchain deal activity, but its share…
US, Iran trade claims over control of Strait of Hormuz
US and Iran have each asserted that they control the…
