MoneywebNOW

[TOP STORY] Turning the world of retail investing on its head

David Lloyd, CEO of King Alexander Investments, describes his company’s unconventional ‘only pay when you're winning’ fee structure.

9 May 3AM 9 min

AB Inbev: A mature stock but priced for growth

Carmen Mpelwane unpacks AB InBev’s rising profits despite falling beer sales. David Lloyd of King Alexander Investments introduces a fresh take on LISPs with flat fees and guarantees. Plus, Simon weighs in on subscription fatigue – are we paying too much for too many?

9 May 1AM 20 min

[TOP STORY] Estée Lauder’s new management needs to fix the business’s investment case

The company presents ‘a sad story and really a cautionary tale for investors, particularly quality investors,’ following a series of unfortunate events – Tasneem Samodien from Old Mutual Private Wealth.

8 May 3AM 6 min

Strong Palantir results, but valuations worry investors

Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder’s dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael…

8 May 1AM 20 min

[TOP STORY] Sylvania Platinum delivers sustained debt-free Q2 performance

The 'Thaba JV will give us significant chrome revenue, obviously with a lower-risk co-production model’ – CEO Jaco Prinsloo.

7 May 2AM 5 min

MTN offers unique exposure for investors

Gary Booysen from Rand Swiss discusses MTN's latest updates on Ghana, Nigeria, and Rwanda. After a strong performance this year, is it still an attractive investment? Jaco Prinsloo, CEO of AIM-listed Sylvania Platinum, talks about their expansion into chrome. Erica Liebenberg from Just Money explores the concept of the time…

7 May 1AM 21 min

[TOP STORY] The Sage of Omaha’s legacy for Greg Abel

Anchor Capital CEO Peter Armitage reflects on Warren Buffett's investment philosophy and timeless lessons

6 May 3AM 7 min

Gold miners eyeing brownfields for growth

Chantal Marx from FNB Wealth and Investments unpacks Gold Fields’s big acquisition — but should we be worried about the lack of greenfields? Peter Armitage, CEO of Anchor, weighs in on Warren Buffett’s surprise retirement and the timeless lessons we can take from his legendary legacy. Meanwhile, Thembinkosi Pantsi of…

6 May 1AM 21 min

[TOP STORY] Surviving the storm: mastering trading

'If the VIX, [the] volatility index goes above 30, maybe take some trading off. Play when the environment is suitable for you to make money, not when the environment is against you' – Petri Redelinghuys, Herenya Capital.

5 May 3AM 6 min

What’s Opec doing with all the oil?

Nick Kunze from Sanlam Private Wealth unpacks US GDP, jobs data, and Opec’s plan to fast-track production hikes in June. Harris Gorre of Grove Point Investment Management explores the investment opportunities emerging from the US 10-year bond selloff. Petri Redelinghuys of Herenya Capital Advisors weighs in on navigating volatile markets…

5 May 1AM 19 min

[TOP STORY] Is gold still the ultimate safe-haven asset?

Krishan Gopaul from the World Gold Council explores gold demand trends for central banks and ETFs, as well as the resilience of jewellery consumption in Q1 2025.

2 May 3AM 7 min

How to build a core portfolio

Chantal Marx from FNB Wealth & Investments unpacks the what, why, and how of building a core portfolio. Krishan Gopaul from the World Gold Council discusses Q1 2025 gold trends as ETF demand climbs. Simon shares thoughts on JSE all-time highs despite no budget in place.

2 May 1AM 19 min

[TOP STORY] China's move towards consumer spending

IaIn Cunningham, head of multi-asset growth at 91 in London, considers the world’s largest country shift towards domestic consumption rather than saving as a strategy to achieve its 5% GDP growth.

30 Apr 2AM 6 min

Can WeBuyCars continue market share growth?

Independent analyst Jimmy Moyaha unpacks WeBuyCars’s trading update – modest core Heps growth, but is it fair value? Ninety One’s Iain Cunningham on why domestic consumption is key to hitting 2025’s 5% GDP goal. Street Wallet’s Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.

30 Apr 1AM 21 min

[TOP STORY] JSE the next stop for Nasdaq-listed ASP Isotopes

‘The world needs to double the amount of electricity it produces over the next 25 years...and the only way the world is going to do it is with more nuclear power’ – CEO Paul Mann.

29 Apr 2AM 6 min

Clothing retailers reflecting fair value after sell off

Kea Nonyana from Scope Prime unpacks local retailers: Is there still value on the table? Is Mag 7 flashing a buy signal yet? Plus, oil – should you be going long or short? Paul Mann, CEO of Nasdaq-listed Asp Isotopes, talks growth plans and why a JSE listing is next…

29 Apr 1AM 20 min

[TOP STORY] Global jitters calling the shots, but domestic uncertainty doesn't help

John Orford from OMIG unpacks the local market mood amid Vat flip-flops and GNU tensions.

25 Apr 3AM 8 min

Netflix: Light years ahead, but expensive

Anchor’s Kieran Witthuhn breaks down Netflix’s grown-up results – and the horror story that is Aspen’s latest news. John Orford from OMIG unpacks the local market mood – spoiler: global jitters are calling the shots. Simon shares smart strategies for setting stop losses – should you go by price or…

25 Apr 1AM 20 min

[TOP STORY] SA’s 2025 GDP forecast ‘way below’ what Treasury expects

A lot has happened in the past two months which almost makes the February budget ‘a bit obsolete’ – Dr Azar Jammine from Econometrix.

24 Apr 2AM 5 min

Expensive is the norm for high quality Capitec

Schalk Louw from PSG Old Oak dives into Capitec’s latest results – the stock’s not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big…

24 Apr 1AM 22 min