Articles tagged as "companies"
Peeling back the layers in Remgro and Reinet
Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...
How Booking.com changed the way we travel
Booking.com is a best-in-class share that has been a prominent feature in our top 10 client holdings for the last few years. It has both taken market share a...
How Booking.com changed the way we travel
Booking.com is a best-in-class share that has been a prominent feature in our top 10 client holdings for the last few years. It has both taken market share a...
Crouching tiger, hidden value
From Jungle Oats at breakfast to Mrs Ball’s chutney in bobotie, Tiger Brands is ubiquitous in the lives of South Africans. Founded in 1921 as Tiger Oats, Tig...
Rebuilding the global monetary order with bricks of gold
Gold is experiencing renewed prominence, reclaiming its status as the cornerstone of financial stability amid growing questions about the US dollar. As the...
Rebuilding the global monetary order with bricks of gold
Gold is experiencing renewed prominence, reclaiming its status as the cornerstone of financial stability amid growing questions about the US dollar. As the...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...
A gear shift in electric vehicles?
Nearly 18 million passenger electric vehicles were sold globally in 2024, up from just 2 million in 2019, and rising from 2.4% to 21% of market share. Can th...
Diamonds in the rough: A look at luxury
The luxury industry is broad – it encompasses everything from fine food and beverages to cars, aeroplanes, boats and fine art. Ultimately, luxury is down to...
Diamonds in the rough: A look at luxury
The luxury industry is broad – it encompasses everything from fine food and beverages to cars, aeroplanes, boats and fine art. Ultimately, luxury is down to...
How to spot investment red flags
South Africa has been rocked by a series of corporate scandals in recent years that have sent the share prices of former blue-chip companies like Steinhoff a...
How are companies governed?
When you invest in equities – either directly or through a unit trust – you become the part-owner of the business. Nadia van der Merwe explains the role of a...
