Moneyweb Radio MoneywebNOW

Do discounted holding companies offer value?

Loading player...
Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike.
Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his company's strong Q1 results.
Bianca Botes from Citadel Global analyses the long-term trends for the US dollar if Trump wins the election.
22 Jul 2024 1AM English South Africa Business News · Business

Other recent episodes

Strong results push Lewis yield over 10%

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial…
29 May 1AM 20 min

Beaten-down tech offering value

Petri Redelinghuys of Herenya Capital Advisors weighs in on the Mag 7 as the basket trades at all-time highs: buy, sell or hold? Vishal Rama from Prescient previews this afternoon’s MPC rate decision: hike or unchanged? Plus, Ahmore Burger-Smidt of Werksmans Attorneys unpacks changes to M&A regulations that could streamline…
28 May 1AM 20 min
All episodes