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

Of Discounts & Discounts…

Things have been busy here, so I haven’t gotten much time to write anything new here for a while. And nothing has changed, so I’ll keep this short. Ethos Capital Partners (EPE) has just listed on the JSE. They have … Continue reading

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

The Defensiveness of Low Costs

Outsourcing, Business Process Outsourcing (BPO) and (some) technology have three things in common: they offer cost-savings to businesses. Lumping technology into this mix may sound strange, but think of technology not just as doing new things, but also doing old things in … Continue reading