How the Gupta's hijacked arms manufacturer Denel

Independent financial advisor Magnus Heystek is taking advantage of the combination of a stronger rand and lower US stocks

Emotion costs South Africans on cross border investments - Andrew Rissik

SONA, President Ramaphosa, ANC, Mandisa Maya

From the Cape to the Berg on a solar powered e-bike - Andrew Goodhead on his upcoming trip to BNC#3

BPH: ActionSA hooks another big DA fish; Magnus Heystek on SA's property market slump; News in a nutshell with Namibia

Former DA heavyweight and one time PE mayor Athol Trollip has joined ActionSA as its Eastern Cape leader

BPH: Bain's shady meeting plans exposed; Andrew Goodhead's epic 1500km cycle to BNC#3; Mulling a 4-day workweek

Adv Erin Richards raises the alarm about Bain's involvement behind bizarre SAPS/Beretta meeting

BPH: Lord Peter Hain taking fight to Bain; analysing Zondo's Transnet report; EU tech regulations a concern for US

Analysis: Paying for the Gupta's greed...a Transnet tale

Lord Peter Hain ups the ante against one of the major facilitators of SA's State Capture, petitioning the leaders of the UK and USA to cut ties with the multinational consultancy

DA Shadow Minister of Public Enterprises Ghaleb Cachalia reflects on the grand-scale looting exposed at Transnet in Zondo's second report.

Since David Hurwitz took over as CEO in 2014, Transaction Capital's share price has delivered compound annual growth of 24.2% for shareholders. Even more if you include the healthy dividend stream. This in-depth podcast with BizNews editor Alec Hogg seeks the secret sauce driving one of SA's top performing companies. Conclusion: a Warren Buffett-type structure with power devolved to empowered entrepreneurs in operating units; disciplined capital allocation from a small team of executives at the centre; a massive investment in and understanding of Big Data; and, critically, focus on "stigmatised" sectors of SA's economy - debt collections, minibus taxis and second hand cars. An masterclass in how to structure and run a successful enterprise in the information economy.

In this episode of the BizNews Power Hour, the Financial Times has the latest on the Joe Rogan/Spotify saga, with the music streaming platform's stock plunging in after-hours trading; Ranmore Fund Management founder Sean Peche shares his insight on US mega tech stocks Meta and PayPal sliding more than 20%; In-depth interview with one of SA's most successful CEOs David Hurwitz from Transaction Capital.

Ranmore Fund Management founder Sean Peche shares his insight on US mega tech stocks Meta (previously Facebook) and PayPal sliding more than 20% following disappointing earnings guidance and lower-than-expected growth forecasts. Peche believes the sell-off is a culmination of several macro- and micro-economic headwinds all coming together at once. Earnings season in the world’s largest economy has seen mixed results, with the likes of Apple and Alphabet outperforming while a number of the pandemic winners have seen big growth reversions and re-ratings by Mr Market. Amazon announced earnings after the bell in New York today and with the market at a tipping point, these results could sway sentiment in the weeks to come

Corion Capital’s chief investment officer, David Bacher, focuses on the paradigm shift taking place in markets, the rotation from growth to value. Valuations have started to matter and many of the pandemic winners – stocks that have attractive stories but not necessarily attractive financials – have begun to suffer. Bacher is quietly optimistic about South African equities and bonds, given the lofty valuations and inflationary concerns in the world’s largest economy. Many of the out-of-favour companies of a year ago are today’s hot picks.

In this episode of the BizNews Power Hour our partners at the FT bring you up to date on a 20 for 1 stock split by Google's parent company Alphabet; Michael Appel unpacks some of Zondo's second report hot off the press; Linda van Tilburg talks to a BizNews-inspired Mossel Bay resident about his ambitions to fix SA's education system; Shri Pillay from the Eurasia Group ponders the certainty of a December victory for Ramaphosa at the ANC's elective conference.

Simon Lincoln Reader, known to the BizNews community as SLR, wears many hats. A regular columnist for BizNews, Reader possesses a unique ability to merge perceptive depth and satirical wizardry in his articles. In January, Reader – a London-based technology investor – visited Cape Town, which presented the perfect opportunity for a refreshingly frank, face-to-face conversation. True to form, Reader did not hold back. Not surprisingly, the entire (rather lengthy) podcast – recorded in his garden in Cape Town – is wildly entertaining, with Reader recounting details of experiences ranging from his relation to ‘Iron Lady’ Margaret Thatcher to his involvement with the ANC many years ago. Topics like Joe Biden, Boris Johnson’s hair and wokeness, among many others, were covered and his take was both hilarious and insightful.

In this edition of the BizNews Power Hour one of South Africa's best-performing fund managers John Biccard shares his view on the macroeconomic environment and stock selection within the NinetyOne value fund; SA's prestigious Kirstenbosch Gardens has been forced to pull out of the RHS Chelsea Flower Show; Paul Hoffman says any new anti-corruption agency must be designated a Chapter 9 institution.

Accountability Now's Adv Paul Hoffman says that any truly independent and protected anti-corruption body must be designated a Chapter 9 institution if it is to survive taking on politicians and the like in South Africa. Hoffman draws attention to an error he's picked up in the first of three reports released by the State Capture Inquiry and explains why its remedy is significant.

South Africa's prestigious Kirstenbosch National Botanical Garden has been forced to pull out of the world's premier horticultural event, the RHS Chelsea Flower Show. Ironically, the overall show in London, will this year be sponsored by SA entrepreneur Koos Bekker and his wife Karen Roos. SA gardening guru Keith Kirsten says it would only require around R1.5m for the Cape Town botanical treasure to once again bid for a gold medal, and host, as it regularly does, the British royal family.

One of South Africa’s best-performing fund managers over the past 20 years, John Biccard shares his view on the macroeconomic environment and stock selection within the NinetyOne value fund, which has returned more than 17% per annum over the past two decades. Biccard’s investment philosophy is simple, he targets companies that are out of favour. As a value-oriented manager, he uses a bottom-up, fundamental approach to take advantage of opportunities. Biccard is concerned about general global valuations and has positioned the fund accordingly, taking positions in more defensive counters. Some of value fund’s largest counters, including AngloGold Ashanti, Tiger Brands, Brait and Spar are discussed at length as investment propositions. Biccard’s reputation as a fund manager is unparalleled given his immense outperformance since the beginning of the millennium and his decision-making and investment philosophy is truly unique, which makes for an interesting conversation.