Sean Peche: Applying Buffettology 101 and Level Two thinking - If you can't buy UK companies now, you never will.

Loading player...
It's back to a focus on investments in our regular interview with top performing global fund manager, London-based value investor Sean Peche of Ranmore. The obvious question is whether the chaos currently rocking UK financial markets - and Europe's - presents an opportunity for investors. Peche draws on two of his industry's greatest minds - Warren Buffett and Howard Marks - to explain why it's now opportune to swim against the tide, to think beyond the obvious and get greedy at a time when everyone appears to be fearful. He spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Oct 2022 11AM English South Africa Investing · Business News

Other recent episodes

BizNews Edge: Why the IRR's John Endres is more bullish on SA than Britain

John Endres, CEO of the Institute for Race Relations, tells BizNews that the elite consensus defending BEE is cracking, even as its beneficiaries defend it loudest. He points to the Starlink saga - blocked partly over empowerment shareholding while a pricier, slower rival wins state favour - as proof the…
13 Jul 8AM 24 min

A world-first: the bond that pays out when nature wins

In this BizNews interview, Irakli Rekhviashvili sits down with the three people behind FirstRand's R2.5 billion Cape Water Performance-Based Bond, the first time a commercial bank anywhere in the world has tied a bond's payout to nature. The Nature Conservancy's Louise Stafford traces it to 2018, when Cape Town's dams…
12 Jul 8AM 15 min