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Active vs Passive: The Current Narrative is Wrong

The current narrative of the “Active versus Passive” (AVP) debate is wrong. It has been cleverly dominated by the ETF providers and their salespeople to focus the consumer solely on costs. Coupled with a singular focus on costs, the ETF providers … Continue reading

One-Liner Company Updates

We’ve been working our way through the bi-annual reporting season on the JSE and we are starting to get a good sense of where things are going. Or are not going, as the case may be. While the malaise that started … Continue reading

Master Drilling’s Great Mistake: Being Quiet

Previously I wrote the following article on Master Drilling (Master Drilling: Unknown Gem). I will not rewrite the investment case that I noted in that article for Master Drilling as a world-class, niche industrial technology play with global, growing scale and … Continue reading