Share Focus: Discovery
Discovery’s purpose is to make people healthier and enhance and protect their lives. Does it make a good investment? View our Summary
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 [...]
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 [...]
Share Focus: Facebook
People use Facebook to stay connected with friends and family, to discover what’s going on in the world and to share and express what matters to them. View our Summary
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 [...]
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. [...]
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 [...]
Interview with Sabir Munshi on what is Bitcoin and what the future may hold for Bitcoin
Sabir Munshi Director at Lunar Capital talks Salaamedias listeners through a number of questions explaining what the bitcoin is all about. Some stores are soon going to trade with bitcoins, hence we need to understand how it all works.
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, [...]
Thinking about investing in Cryptocurrencies like Bitcoin?
In this blog, we will briefly discuss what are cryptocurrencies, what you should consider before investing in them, and how you could invest in them as a South African investor. What are cryptocurrencies like Bitcoin? A cryptocurrency (like Bitcoin) is fundamentally a digital currency. It [...]