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So far admin has created 34 blog entries.

The Land Question?

In my opinion, the Land Question in South Africa raises a broader issue. It is the question of retribution for the crimes of colonialism and Apartheid. The Black Economic Empowerment policies attempted to address these issues but these have fallen short of meaningful empowerment of the previously [...]

The Land Question? 2018-03-22T10:34:16+00:00

Goals Conceded, Saved, Missed and Scored

In a football league, the team that becomes the champion at the end of the season is the team with the most points¹. Three points are awarded for winning a game, one for a draw and zero for losing. A game is won by scoring more [...]

Goals Conceded, Saved, Missed and Scored 2018-02-19T07:14:49+00:00

Lunar BCI Worldwide Flexible Fund End of Year 2017 Report

Market Overview The calendar year 2017 was another roller-coaster year for the investment markets in South Africa and globally. Some of the more significant events include: Ratings agencies downgraded South African sovereign debt to junk status, citing political and economic risks facing the country; Serious allegations [...]

Lunar BCI Worldwide Flexible Fund End of Year 2017 Report 2018-01-16T09:28:18+00:00

Delaying Gratification

Delayed Gratification In the world today, you can get most of what you want from a simple click: Want to eat? Click. Want a cab? Click. Want a book to read? Click. Want to know which of your friends are going to be in Johannesburg over [...]

Delaying Gratification 2017-11-28T09:11:08+00:00

Share Focus: Stadio BEE Offer

Stadio (SDO) recently unbundled from Curro, which is part of the PSG family. Stadio will continue to be part of the PSG family. Post the unbundling, they have announced a capital raising rights offer) as well as an offer to raise R200m from invited BEE participants. [...]

Share Focus: Stadio BEE Offer 2017-11-13T15:30:06+00:00

Thinking about my biggest investing mistakes

Shhh.. As the Naspers (NPN) share price keeps on powering ahead, I can’t help thinking why did I ever sell the Naspers I bought for my wife’s portfolio a few years back (Shhh.. please don’t tell her). In 2010, I bought some Naspers for my wife’s account [...]

Thinking about my biggest investing mistakes 2017-10-16T12:13:51+00:00

Second-Level Thinking

The best investors in the world have a great ability to look and think beyond the obvious. This characteristic is referred to as second-level thinking. In second-level thinking, one has to go beyond the obvious cause-and-effect type thinking. It requires one to ask deeper questions, like “So, [...]

Second-Level Thinking 2017-09-13T12:14:33+00:00