Revisiting Some Older Calls

Let me spend some time here updating older calls as we go into 2018.   Top Ten Investment Cases in AWSM While Blue Label Telecoms (BLU) still remains in AWSM’s top ten, we have obviously exited Consolidated Infrastructure Group (CIL). … 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┬ánot going, as the case may be. While the malaise that started … Continue reading

Five Short Small Cap Investment Ideas

Here are couple short small cap investment ideas and some background reading for each one. For the record, I hold these in my Fund, so I am putting my money where my mouth is. ADvTech Ltd (ADH) ADvTech’s recent acquisitions … Continue reading