Spur looks cheap as it benefits from load shedding

Viv Govender from Rand Swiss unpacks Bidvest’s improving margins and an Old Mutual trading update that got the market’s approval. RCL Foods’s Rob Field discusses results hit by pressure in sugar and dry pet food. Plus, Capital Legacy’s Craig Baker introduces the new Estate Readiness Index™️ survey – what it…

Keith McLachlan from Element Investment Managers expresses views on CrowdStrike AA, Palo Alto, Zscaler and Fortinet.

Nick Kunze from Sanlam Private Wealth breaks down the key takeaways from Kevin Warsh at Jackson Hole, plus results from Stadio and Northam Platinum. Keith McLachlan from Element Investment Managers looks at cybersecurity stocks as alternatives to CrowdStrike, which, despite strong results, trades at an extreme valuation. Plus, Warwick Lucas…

The more capable machines become, the more valuable humans become, posits David Crosoer of PPS Investments.

Analysis of what a stronger rand means for SA, the economy and investors. Plus, where the investment opportunities lie beyond the AI hype cycle and why humans still need to remain in charge.