This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

The BizNews global share portfolio webinar: Heeding the warnings

Loading player...

The Biznews Share portfolio, launched in December 2014, has delivered spectacular returns for South African investors. Every month, Biznews founder Alec Hogg updates the latest developments at the companies whose stocks are held in the portfolio. Although the strategy has been to buy and hold, the portfolio has seen some adjustments over the five and a half years since its creation. Today roughly two thirds of the assets are invested in US exponential growth stocks and the balance in carefully selected JSE-listings. Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Mar 2021 8AM English South Africa Investing · Business News

Other recent episodes

Solly Moeng: Phala Phala “protection” for CR, spate of political killings, and why I left ActionSA

Election year 2026 is turning deadly and dirty. In his latest interview with Chris Steyn, political commentator Solly Moeng slams the Speaker of Parliament for not opposing President Cyril Ramaphosa's urgent bid to stave off his impeachment inquiry. “I for one should not be surprised if the Speaker would have…

23 Jun 6AM 17 min

The BizNews Edge: Economic warnings flash; Corporate giants mispriced; SpaceX tumbles

We explore a toughening economic climate as South African consumer confidence drops and central bank indicators flash red. Discover why the market is blindly punishing value, dragging down Sibanye Stillwater’s debt-free gold business despite solid restructuring plans. We also highlight Attacq’s resilient property portfolio and Steenkamp Kraal’s historic rare earth…

23 Jun 6AM 13 min

BN Daybreak - Tue 23 June 2026: Naspers earnings; Roubini turns bullish; Keir Starmer resigns; SA drug cartel warnings

Today's BizNews Daybreak covers the US granting Iran a 60-day oil sale license following Switzerland peace talks. Tech stocks retreat as Alphabet slips 5% and Qualcomm eyes a $4 billion Modular acquisition. In the UK, Keir Starmer resigns as PM, clearing the path for Andy Burnham. Plus, the ISS warns…

22 Jun 11PM 15 min

Willem Els: Mkhwanazi’s Mexico warning, the R1-billion bust - but no boots on the ground

Following the recent R1-billion drug bust at Beitbridge, there is renewed focus on the warning by KZN Provincial Police Commissioner General Nhlanhla Mkhwanazi that South Africa could become another Mexico or El Salvador if politically- and police-connected drug cartels were not dealt with. In this interview with Chris Steyn, Willem…

22 Jun 10AM 16 min

The Daily Edge: Keir Starmer out; Gold above $4,200; three JSE heavyweights sold on strong numbers

Good numbers, wrong catalyst. That's the Monday verdict on the JSE. Naspers flagged core earnings growth of up to 28% and still lost ground, sitting 37% off its 52-week high. Standard Bank reported resilient five-month earnings but moderated from a 12% first-quarter pace — sell-the-news into a stock already up…

22 Jun 7AM 12 min

All episodes