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 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

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

Some News To Look Forward To…

January has been horrendous. Fact. World equity markets are down. Fact. Everyone who is long is getting hurt and it is not just unique to South Africa, despite all the pessimism that exists here. Fact. But, despite all this, there are … Continue reading