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

How Allan Gray values stocks and why it likes Naspers, Glencore, Implats

Loading player...

JOHANNESBURG — Value investing is a refrain famously repeated by Warren Buffett. At its core, it simply involves buying securities that appear underpriced as per fundamental analysis. And in this interview, Allan Gray's chief investment officer, Andrew Lapping, explains how his firm has used value investing to identify Naspers, Glencore and Impala Platinum as hot stocks. Take a listen. - Gareth van Zyl Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Aug 2018 8AM English South Africa Investing · Business News

Other recent episodes

The NdB Sunday Show: (Ret.) Col Chris Wyatt - SA: Iran & China, the DA “Dumpster Fire” & the next coalition government

In his latest appearance on the NdB Sunday Show with Chris Steyn, US Intelligence Analyst Retired Colonel Chris Wyatt covers a wide range of international and national issues: South Africa’s “massive own goal” joint military exercise with Iran; a South African Flight Academy’s alleged support of the Chinese military with…

18 Jan 11AM 50 min

Inside the fight to outsmart multimillion‑rand abalone syndicates with star dog, Zeus – Rassie Erasmus (Dark-Water Ops)

The fight against abalone poaching along the Nelson Mandela Bay coastline is a growing issue that requires innovative solutions. Dark-Water Ops, with its unique approach of utilising trained dogs, has made significant strides in combating this illegal activity that involves international syndicates. Leading the pack is Zeus, a Belgian Malinois…

16 Jan 7AM 13 min

BN Daybreak Fri 16 Jan: Trump’s Nobel “Medal”; Farmers boo Steenhuisen; ASML jumps

In this episode of BizNews Daybreak, Alec Hogg covers the intersection of high-stakes global politics and critical local challenges: Trump’s Nobel Moment: Venezuelan opposition leader Maria Corina Machado presents her Nobel Peace Prize medal to Donald Trump at the White House, calling him the “heir to Washington”. US-Taiwan Trade Deal:…

15 Jan 11PM 18 min

Director’s Cut: Foot-and-mouth fallout – Athol Trollip warns of zero income and food insecurity

From dairy farms to feedlots, South Africa’s agricultural economy is under siege. Athol Trollip outlines how foot-and-mouth disease has crushed production, frozen incomes and exposed deep failures inside the Department of Agriculture. A conversation every business leader and taxpayer should hear.

15 Jan 7AM 34 min

The Editor's Desk - Thur 15 Jan 2026: Two red flags - flow-driven markets and SA’s foot-and-mouth vaccine mess

ETFs and mandates are reshaping markets. In today’s Editor’s Desk, BizNews editor Alec Hogg explains why $1 of inflows can move $5 of market value—plus what SA’s foot-and-mouth vaccine fiasco says about state capacity. R10k prize for your best 800-word investment idea.

15 Jan 7AM 17 min

All episodes