No Forecasts for 2017 Found Here!

At this time of year, I normally put together a nice little article with some broad strokes about what I think the year ahead will hold. The rise of Populism and the potential proliferation of Black Swan events leads me to … 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

Underrated Rolfes…

Firstly, I hold Rolfes (RLF) in my Small Cap Fund, so I am both bias and I obviously have enough conviction to put my money where my mouth is. Fact. Secondly, read some background here about Rolfes investment case and the … Continue reading