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

Small Caps With Foreign Exposure

There is a misconception that the small (and mid) caps on the JSE are purely domestic. While historically relatively true, many small caps have steadily pushed outside of South Africa¬†in the last decade or three. Let’s pause and consider the … Continue reading