How are the facts?

Perhaps read the below in conjunction with reading: Top Ten Small Caps. This is an exert from the AlphaWealth Prime Small & Mid Cap monthly investor letter for August 2019: Adcock Ingram Holdings (AIP): FY 19 Results & Bidvest-control Optionality … Continue reading

Once-in-a-Crisis Opportunity

Never waste a good crisis and the so-called ‘SA Inc’ equity market is currently at that point. While SA Inc share prices have been flat for years, the capitulation has been negative this year with major indices on the JSE … Continue reading

South African Green Shoots

Following my conclusion that the South African small cap market is amongst the cheapest of all equity markets in the world, South Africa revealed a negative -2.2% GDP print for Q1:18. Awkward. Almost immediately, this data point seems to contradict–or, … Continue reading

The Real Difference Between Famous Brands & Spur Corporation

Both Famous Brands (FBR) and Spur Corporation (SUR) are JSE-listed franchisees with various Quick Service (QS) and Casual Dining (CD) brands. Both businesses have illustrious pasts, and much has been written and discussed on the two businesses. I am not … Continue reading