S08E10: Anthony Clark. Tall trees catch the most wind

Anthony Clark has featured as a guest on each of the 4 years that this podcast has been running. We return to get his insights annually as he is the “tallest tree” or perhaps the “only tree” as an analyst in the small and mid-cap space in South Africa. His excellent views are occasionally the subject of criticism by social media keyboard warriors, but Anthony has broad shoulders. In this podcast, we re-visit prior favourites Grindrod, Curro, Stadio and Invicta. We also discuss Renergen that has been brutal for many who bought the stock into the hype in 2021 and 2022. Anthony sees SA mid-cap shares as desperately cheap, but also remains cautious ahead of the 29 May election in South Africa.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.
10 Apr English South Africa Investing

Other recent episodes

S08E09: Ian Coleman: Forex analyst and trader at FX Street

We don’t often cover the world of forex on this podcast, but this week we have Ian Coleman who has been trading forex since he was 18 years old (he’s 54 now). He has many years of forex trading experience that he shares with listeners on this interview. For those…
3 Apr 46 min

S08E08: Charlie Burton: Trading coach and mentor. Episode 100!!!

After trading successfully part time, Charlie Burton broke away from a corporate job in 2001 to start trading for a living. He now runs CharlieBurtonTrading.com – a live trading room and mentorship service that caters to other traders. In this podcast we discuss some of the fundamental aspects of trading…
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S08E07: Bruce Main. Future themes coming back to the fore.

Bruce Main is our go-to guy when it comes to future investment themes. He first alerted listeners to the themes of genomic editing, AI and fintech in 2020. Some of the shares in those industries have been smashed during the high interest rate period of the past two years. However,…
20 Mar 41 min