The Finance Ghost

Very excited about this collaboration!

The Finance Ghost likes Spur, but MTN not so much In this, your first weekly fix of local and international investing and trading insights, we look at the quick-service restaurant sector, telecoms and Apple.

Inspired by the victory of Dricus du Plessis, Dominique Olivier delved into the history of the UFC.

It's even more colourful and interesting than you might imagine!

Enjoy it here:

UFC: The business of bliksem - Ghost Mail As South Africa celebrates Dricus du Plessis as our new world champion, Dominique Olivier delves into the history of the UFC. Predictably, it's incredibly interesting.

In case you haven't noticed, South Africa isn't exactly a hotbed of economic activity right now. The number of listings on the JSE gets smaller every year.

How do you manage this risk? In my view, by learning about global stocks.

There's no better way than Magic Markets Premium, bringing you top quality insights at just R99/month.

Give it a try!

https://magic-markets.com/membership-account/membership-levels/

Looking for a way to stay on top of JSE news?

Each day, the Ghost Bites article brings you everything you need to know on the local market.

Here's the latest one:

Ghost Bites (Grindrod | Kibo Energy | Ninety One | Trustco) - Ghost Mail Grindrod has great news to report from the Maputo Port. Kibo Energy is trying hard to keep investors interested. Ninety One's AUM ticked higher. Trustco is doing some odd-looking things.

This was our most recent research report and podcast in Magic Markets Premium: our subscriber-only offering that brings you high quality insights at a price for retail investors.

We dive into the strategy of every company we cover. Think of it as a mini-MBA for R99/month!

https://magic-markets.com/membership-account/membership-levels/

The first episode of Ghost Wrap for 2024 is here!

Brought to you by Mazars in South Africa, this podcast needs just a few minutes of your time to get you up to date on Merafe, Pick n Pay, Frontier Transport and PGM duo Tharisa and Northam Platinum.

Find it here:

Ghost Wrap #59 (Merafe | Pick n Pay | Frontier Transport | Tharisa + Northam Platinum) - Ghost Mail In the first Ghost Wrap podcast of 2024, I covered the latest from Merafe, Pick n Pay, Frontier Transport and PGM duo Tharisa and Northam Platinum.

Need a bit of help in managing the December - January challenges with your budget?

Keen to learn more about ETFs and the different options available from Satrix?

This podcast is for you:

Ghost Stories Ep27: What to do with those festive savings (with Siyabulela Nomoyi of Satrix) - Ghost Mail In the final Ghost Stories episode for 2023, Siyabulela Nomoyi of Satrix joined me to cover savings and investment concepts over the festive period and a bunch of topics related to ETFs.

Before the markets kick off this year, I decided to write about my recent roadtrip from Cape Town to Clarens.

Prepare to fall in love with South Africa (and its quirks) all over again:

Letter from the Editor: From Cape to Clarens - Ghost Mail Even ghosts take breaks and go on roadtrips. I decided to write about my experience from Cape Town to Clarens.

This is a really important podcast!

If you don't have money available to invest, then learning about investing doesn't help.

Equally, I believe strongly that you need to enjoy your money along the way.

How can you do both? Find out in this podcast with my guest Nico Katzke of Satrix:

Ghost Stories Ep26: How to really manage your money (with Nico Katzke of Satrix) - Ghost Mail This is perhaps one of the most important podcasts I've ever done. After all, if you can't manage your money, you'll have nothing to invest anyway. Together with Nico Katzke, we gave real-world suggestions on how to be financially astute.

This warmed my heart last night.

Front page of the Financial Mail website:

I'll be on CNBC Africa at 5:10pm today with Tania Habimana for a rugby-themed discussion about the markets.

Don't miss it!

Southern Sun and Carnival Corporation: what can these companies tell us about the state of the hospitality and travel industry?

Thanks to B2IT, you can find out in Episode 145 of Magic Markets:

Magic Markets Ep145: Southern Sun and Carnival Corporation The hospitality game is all about occupancy and pricing and getting those two things right. Just because we’re talking about the travel and leisure industry this week, doesn’t mean you can just sit back, kick up your feet and watch your investments compound. Join us on a deep dive into Carnival ...

Why and how is SHEIN so cheap?

And what does it mean for the textile industry elsewhere in the world?

Dominique Olivier digs into this topic:

SHEIN a light on fast fashion - Ghost Mail Why is SHEIN so cheap? Perhaps more importantly, how is SHEIN so cheap? And what does this mean for the textile industry elsewhere in the world, like South Africa? Dominique Olivier shares her concerns.

It's lovely to see EasyEquities running with these Magic Markets podcasts. I'm very proud of the work that I do in these shows with my partner, Mohammed Nalla.

The free show is now brought to you by B2IT and delivers great insights into global stocks.

3 Must-Listen Investment Podcast Episodes🎙️ We'll take a look at three must-listen investment podcast episodes from the Magic Markets, hosted by The Financial Ghost and Moe-Knows!

Less than a week after my first letter where I suggested a 10-day gap between each one, I couldn't help myself and I wrote another one.

It should make you think. It should also make you laugh. It's probably quite controversial.

In other words, you should read it.

Letter from the Editor: You’ll probably never retire, but that’s OK - Ghost Mail The trend isn't your friend when it comes to retirement, the cost of living or the realities of adulting. Is there anything you can do about it?

This is my first ever letter from the editor. I hope you enjoy it!

Letter from the Editor: Be careful what you wish for - Ghost Mail This is my first "letter from the editor" in Ghost Mail. When I sat down to write it, I wasn't sure what it would be about. I'm still not sure, really, but you should read it anyway.

As ridiculous as it may sound, I miss writing.

I particularly miss writing things that don't necessarily go anywhere, yet still deliver you something to spend the day thinking about.

So, here's my first letter from the editor. I hope you enjoy it.

Letter from the Editor: Be careful what you wish for - Ghost Mail This is my first "letter from the editor" in Ghost Mail. When I sat down to write it, I wasn't sure what it would be about. I'm still not sure, really, but you should read it anyway.

Crocs vs. Nike.

One for the cupboard, the other for the portfolio?

Among the hardest lessons that investors learn, we find the issue of brands you love vs. shares you should be buying.

This is a wonderful example.

Share it and spread the learnings!

Magic Markets Ep140: Crocs and Nike In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest financial results, sending ripples across the market. In this podcast, we’ll be discussing their performance and strategies with a look through to the wo...

Do you have Disney in your portfolio?

What about Yum! Brands?

Get the latest on both companies in this episode of Magic Markets:

Magic Markets Ep139: Disney and Yum! Brands As the earnings season in the US draws to a close, it's the perfect moment to reflect on two unrelated but undeniably interesting companies that have been on our radar. The ever-evolving nature of the markets teaches us that what made sense a year ago can be dramatically different today. In this wee...

Caterpillar or Home Depot?

Which one would you add to your portfolio?

Here are some recent insights from both companies to help you decide:

Magic Markets Ep138: Caterpillar and Home Depot In this week’s episode of Magic Markets, we are changing things up by looking at recent earnings releases in the US. Follow us as we delve into the depths of our Magic Markets Premium library to compare our wealth of research on these companies with their latest releases. Ghost had lots to say abo...

When the patties get petty, you know it's Burger King vs. McDonald's.

In this great article, Dominique Olivier delved into the marketing rivalry between the companies. Not only do they blatantly adapt their menus based on what the other is doing, but Burger King managed to execute possibly the cheekiest marketing campaign of all time.

Ghost Global: Burger wars - Ghost Mail The battle of Burger King vs. McDonald's is an incredible tale of marketing and product rivalry. Warning: we take no responsibility for what happens after you read this on an empty stomach.

8 minutes. 8 companies.

Retailers Woolworths and Shoprite are in here, along with supplier AVI and landlord Liberty Two Degrees. Check out Spur's Doppio Zero deal and latest numbers from British American To***co, Anglo and ArcelorMittal.

Ghost Wrap is brought to you by Mazars in South Africa

Ghost Wrap #35 (Woolworths | Shoprite | Liberty Two Degrees | Spur | AVI | British American To***co | Anglo American | ArcelorMittal) - Ghost Mail Ghost Wrap is your weekly update of the most interesting stories on the JSE, brought to you by Mazars. I cover eight companies in as many minutes!

The best way to stay up to date with local company news is the Ghost Wrap podcast, delivering everything you need in just 8 minutes each week.

Brought to you by Mazars in South Africa, give it a share and help other people find this resource:

Ghost Wrap #34 (Richemont | ArcelorMittal | Pick n Pay | Truworths | Mr Price | Super Group | Northam Platinum | Vodacom) - Ghost Mail There was a bearish tone to many of the updates over the past week, particularly in businesses that are heavily impacted by load shedding. This includes retailers and industrial groups.

If you want to learn more about investing and how companies really grow, then Ghost Mail is the place to do it:

Ghost Global: Go Big or Go Bolt-On - Ghost Mail Used correctly, bolt-on acquisitions can be a wonderful way to grow. The deal prices make a huge difference to success, as does having a coherent strategy. Salesforce and Home Depot are useful examples.