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