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Tag: learn

Forgotten Safeguard: Diversification

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on April 7, 2016 The global economy is desynchronised with significantly diverging views at both global and country-level. China could implode, Europe could fragment and USA could falter. All of these could happen. And then you get commodity volatility coupled with massive forex swings (up and down)…. If you listen to…

Independence = Overrated; Incentive = Underrated

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on June 18, 2015 There is a lot emphasis on independence in various roles in financial markets. External auditors have to be independent, advisors hopefully too, wealth managers, some members of company Boards, and so on. All independent. But why? The theory goes that if a person is independent, then…

How to Read Results Like an Analyst

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on September 23, 2014 Here is a (brief) list on how to read a listed company’s results on the JSE like an analyst. I’m going to list a couple key things to work through with the intention that in a matter of minutes you’ll be able to work out if the…

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RSS Research Reports

  • Astoria Investments – Results Note – Wider Discount & (Still) Under Cautionary
  • Metrofile Holdings – FY 23 Results – Great Top-line Growth
  • Sabvest Capital – H1:23 Results – Growth Despite Tougher Period
  • Astoria Investments – Results Note – Durable Performance & Cautionary Issued
  • Astoria Investments – Results Note – Quarterly Result & Valuation Update

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