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Naspers: Control structure ensures continuity

Naspers: Control structure ensures continuity
11 September 2017 / Patrick Cairns
'Shareholders shouldn't be seeing anything sinister in the situation'
In world of supposed bubbles here’s what investors fear most

In world of supposed bubbles here’s what investors fear most

Natasha Doff, Bloomberg / 9 September 2017
1
Cross-asset investors concerned about credit, Bitcoin, China.
Foreigners pare bets on SA’s record-breaking stocks

Foreigners pare bets on SA’s record-breaking stocks

UPDATE
Neo Khanyile, Bloomberg / 28 August 2017
3
Johannesburg market trading at expensive valuations: UBS.
There’s more value in this market than we’ve seen in years

There’s more value in this market than we’ve seen in years

Patrick Cairns / 22 August 2017
6
Value investors are calling this a buyers market.
‘We have another six to seven years left of this bull market’

‘We have another six to seven years left of this bull market’

Patrick Cairns / 17 August 2017
9
So maybe you should keep on riding …
Bitcoin surges past $4 000

Bitcoin surges past $4 000

Justina Lee and Yuji Nakamura, Bloomberg / 14 August 2017
1
Transactions seen quickening after solution was activated.
Avocados to ‘Game of Thrones’ highlight bitcoin’s record rally

Avocados to ‘Game of Thrones’ highlight bitcoin’s record rally

Lily Katz, Bloomberg / 12 August 2017
1
Proponents say gains just beginning as skepticism lingers.
Commerzbank’s curious way to get bitcoin exposure

Commerzbank’s curious way to get bitcoin exposure

Luke Kawa, Bloomberg / 11 August 2017
Recommended shares show low correlation with bitcoin moves.
Here’s what Goldman is telling big money clients about bitcoin

Here’s what Goldman is telling big money clients about bitcoin

Camila Russo, Bloomberg / 10 August 2017
2
It’s getting harder for institutional investors to ignore the cryptocurrency market.
Tempting stock selections seen emerging from South African woes

Tempting stock selections seen emerging from South African woes

Neo Khanyile, Bloomberg / 3 August 2017
Bank valuations starting to look attractive, OMIG’s Basa says.
How do you navigate these markets?

How do you navigate these markets?

Patrick Cairns / 31 July 2017
4
‘Bear risk intelligently.’
Small-cap stock picks to rock your world

Small-cap stock picks to rock your world

Patrick Cairns / 29 July 2017
2
Top fund managers give their best ideas.
Banks versus life insurers: Don’t fall for the P/E trap

Banks versus life insurers: Don’t fall for the P/E trap

Prinesha Naidoo / 26 July 2017
1
Insurance companies have more discretion when reporting earnings.
Hear the Transaction Capital story 

Hear the Transaction Capital story 

Moneyweb / 25 July 2017
Can anyone still think that corporate governance doesn’t matter?

Can anyone still think that corporate governance doesn’t matter?

Patrick Cairns / 18 July 2017
5
The last few months should have shocked anyone out of that idea.

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