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

Alec's Omaha diary - NFM, Gorat's, SA features at Value Investor Conference and Howard Buffett

Loading player...

Alec Hogg takes us on a visit to the biggest furniture store in the world, Warren Buffett's house, a great T-Bone at Buffett's favourite steakhouse Gorat's; and the opening session at the Value Investor Conference where Bidvest's Brian Joffe, SA retailers and PSG got honourable mentions. Learn more about your ad choices. Visit megaphone.fm/adchoices

2 May 2014 7AM English South Africa Investing · Business News

Other recent episodes

Boardroom Talk: Tesla’s big AI leap, Sasol’s oil surge and Teledyne’s quiet dominance

In this Boardroom Talk, BizNews editor Alec Hogg unpacks Tesla’s shift into AI and robotics, Sasol’s resilience amid oil shocks, and Teledyne’s disciplined growth — highlighting how each plays a role in a rational, diversified portfolio.

23 Apr 7AM 32 min

BN Daybreak - Thu 23 Apr 2026: SA public service reforms; Hormuz tensions flare; Tesla; Capitec; Chubb; Remgro

In today's BizNews Daybreak, we examine South Africa’s legislative shift toward a merit-based public service to combat state capture and political patronage. Globally, we cover Tesla’s massive $25 billion AI investment and the escalating naval conflict between the US and Iran in the Strait of Hormuz. Finally, we analyse Capitec’s…

23 Apr 12AM 17 min

Boardroom Talk: A rational investor’s look at BizNews Portfolio holdings Capitec, Remgro and Chubb

In this Boardroom Talk, BizNews editor Alec Hogg takes a second-level look at three heavyweight shares in the BizNews Ricardo portfolios — Capitec, Chubb and Remgro. He unpacks Capitec’s strong growth and rising credit risk, Chubb’s underwriting discipline, and Remgro’s FirstRand exit as a capital-allocation play, highlighting what each says…

22 Apr 4AM 35 min

BN Daybreak - Wed 22 Apr 2026: Navigating market lions; US-Iran peace paradox; Anthropic’s AI security breach

In today's BizNews Daybreak episode, President Trump indefinitely extends the US-Iran ceasefire at Pakistan's request while maintaining a naval blockade. We cover the security breach of Anthropic’s "Mythos" AI model and Kevin Warsh’s pledge of independence during his Federal Reserve confirmation hearing. Plus, an investing masterclass with Sean Peche explores…

22 Apr 12AM 15 min

Why smart investors don’t graze where the lions wait: market masterclass from Sean Peche

BizNews editor Alec Hogg sits down with Ranmore Fund Management founder and chief investment officer Sean Peche for an investing masterclass on navigating volatile markets. Using a vivid analogy about buck grazing where the lions lurk, Peche explains why investors should avoid the herd, focus on value, and stay disciplined…

21 Apr 7AM 36 min

All episodes