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CSG Holdings: Growth of an Industrial Services Group

CSG Holdings (CSG) is a stock that I hold in the AlphaWealth Prime Small & Mid Cap Fund. I have previously touched on why I like the stock before (Five Lessons I’ve Learnt in Small Caps), but I’ve never really gone into any … Continue reading

Company Valuation Basics

This article is following on the series that I began posting here: The Four Pillars of Company Fundamentals. This second batch of videos present an overview and the basics of various valuation approaches for stocks. A notable valuation model missing from this … Continue reading

The Four Pillars of Company Fundamentals

The videos below are from a series I ran on JustOneLap.com a good couple years ago. Sure, I could probably do a slightly better job presenting some of these topics nowadays and/or modernize one or two examples, but the essence … Continue reading

Metair’s Disappointing Trading Update

Automotive supplier and start-stop battery story, Metair (MTA), put out a shocker of a trading update yesterday. The stock initially sold-off by c.7% before some (rather suspicious-looking) support walked in and tried to keep the share price up. Personally, I … Continue reading

JSE Power Hour: Start-to-End Investing in Small Caps

Last night I gave a presentation at the JSE about investing in small caps. The idea was almost to present a turnkey solution to investing in this part of the stock market. For this reason, the presentation starts very basically … Continue reading