Supernatural Stocks

Boxer bunfight: Should you go for rare SA IPO opportunity?

It could be very good for some, and extremely dangerous for others …

15 Nov 9 min

TFG vs Truworths: Pick your fighter

The Finance Ghost analyses Truworths's reliance on its UK-based Office brand for growth while TFG bets on diversified international ventures.

8 Nov 10 min

Magnificent Meta and Microsoft

Earnings surge, but both feel the pressure as hardware ambitions spark debate.

2 Nov 9 min

Are we seeing a consumer-led GNU recovery?

Recent company news is giving us many clues about whether things are starting to improve and where the going is slow.

26 Oct 7 min

Why 1 plus 1 sometimes equals 2.2

The Finance Ghost on uncovering the true value of smart acquisitions and steering clear of M&A pitfalls.

18 Oct 9 min

The great ‘tax-free savings account’ rotation – did it work?

A beautiful spinning flywheel came into play. It was a great trade!

11 Oct 7 min

Here’s why it’s never too late to catch market winners

The Finance Ghost on charts and fundamentals … and why you should use both.

5 Oct 9 min

What’s making some tourism stocks look like the better play

Viewed through a global lens, and if the new government starts getting a few things right, the sector might really be able to capitalise on the country’s natural beauty and dirt-cheap prices – and some stocks are probably going to benefit more than others.

28 Sep 9 min

Lower interest rates, higher share prices: The investor's edge explained

The Finance Ghost breaks down how falling interest rates boost stock markets, from cheaper debt for companies to increased consumer spending, and what it means for banks, retailers, and investors alike.

21 Sep 7 min

Retail roulette: Navigating the highs and lows of SA’s shopping giants

The Finance Ghost dives into retail's latest moves, from Shoprite’s success to Spar’s Poland misstep.

14 Sep 8 min

China rattles global auto sector ...

The Finance Ghost explores the challenges facing the automotive industry, from the growing influence of Chinese brands to the struggles of European manufacturers, and what it all means for South African dealerships like CMH and Motus.

7 Sep 8 min

Stocks that are blossoming

Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.

30 Aug 6 min

Do dividends really matter?

With Sasol’s dividend cut making headlines, The Finance Ghost explores the complexities of dividend policies and whether dividends are the best way to assess a company’s value.

23 Aug 7 min

Top-down vs bottom-up: How Shoprite stacks up against Costco and Walmart

In this episode, we pit Shoprite against Costco and Walmart to reveal why even the strongest local heroes can struggle to compete globally.

17 Aug 8 min

'Bomb Squad' stocks: Afrimat vs JSE

In this week's edition of Supernatural Stocks, The Finance Ghost explores how Afrimat and JSE Ltd could mimic the Springboks's Bomb Squad by turning a challenging first half into a strong finish.

10 Aug 7 min

China's economic shift: The hidden risk lurking in your stocks

In this week's edition of Supernatural Stocks, The Finance Ghost delves into the unexpected ripple effects of China's economic changes on global markets, uncovering how they might impact your investment portfolio.

3 Aug 8 min

From boredom to boardroom blunders

In this week's episode of Supernatural Stocks The Finance Ghost unpacks the hidden forces behind corporate decisions.

27 Jul 8 min

Themes: Good for birthday parties – and portfolios

How thematic investing differs from the sharp focus of stock picking.

20 Jul 11 min

The great tax-free savings account rotation

The ability to buy and sell ETFs without taxes has prompted The Finance Ghost to take profit on his US tech exposure and redeploy it into local government bonds and property …

13 Jul 10 min

The long and the short of it: Cashbuild vs. Mr Price

Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.

6 Jul 8 min