Viv Govender from Rand Swiss notes that ‘Disney has the ability to monetise its stuff in ways that Netflix can't. Moana will be earning money 100 years from now.'
Nick Kunze from Sanlam Private Wealth unpacks AVI’s latest update and how the group is managing to defend its margins. Viv Govender from Rand Swiss weighs in on Netflix’s strong results – but with no real leverage, is there still value in the stock? Chris Coetzee, CEO of FinFix, on…
‘Small-cap indices tend to be more regionally focused on the countries where they are listed’, points out Keith McLachlan from Element Investment Managers.
Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the…
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