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Share Focus: EPE Capital Partners (EPE)

Ethos Capital (EPE) invests directly and indirectly in a diversified portfolio of unlisted investments, which are managed by Ethos Private Equity, the largest private equity firm in sub-Saharan Africa. View our Summary 

2018-04-26T10:08:40+00:00 April 26th, 2018|

Inflation and its impact on stock prices

What is Inflation? Inflation is when the prices of goods or services rises sustainably. This is when we as consumers pay more for our goods and services. To put it differently, it means that our money is worth less. We get fewer goods or services for [...]

2018-04-17T07:58:35+00:00 April 17th, 2018|

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 [...]

2018-03-22T10:34:16+00:00 March 22nd, 2018|

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 [...]

2018-02-19T07:14:49+00:00 February 19th, 2018|

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 [...]

2018-01-16T09:28:18+00:00 January 16th, 2018|

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 [...]

2017-11-28T09:11:08+00:00 November 28th, 2017|

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. [...]

2017-11-13T15:30:06+00:00 November 13th, 2017|

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 [...]

2017-10-16T12:13:51+00:00 October 12th, 2017|