[TOP STORY] Microsoft very different from its late-90s heydays

Loading player...
We are seeing the transition of the business from product sales to cloud sales, from once-off sales into annuity contracts, with all the economics in its favour: Keith McLachlan of Integral Asset Management.
19 Oct 2022 5AM English South Africa Business News · Business

Other recent episodes

Sasol at R300: Where to next?

Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation…
26 Oct 1AM 19 min

Clicks and Afrimat: Quality stocks, tough sectors

Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to…
23 Oct 1AM 19 min