BizNews BizNews Radio

Piet Viljoen: Investors AWOL so many managers run companies for themselves

Loading player...
Piet Viljoen, top money manager and founder of RECM, linked up with old pal Alec Hogg in this week's episode of Rational Radio to talk about his alma maters Allan Gray and the recently renamed Ninety One (Investec Asset Management). He offers some scathing opinions on Tiger Brands - a company whose shares he has avoided for years - and puts it down to the way corporations are "gaming" the oversight-implications of indexation of investing. Fascinating insights as ever from the forthright value investor who also provides some insights into what might be the real reasons for the massive unbundling of FirstRand shares. Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Nov 2019 4AM English South Africa Investing · Business News

Other recent episodes

Boardroom Talk: RIP RW Johnson - leaving a huge hole in your nation's heart

In today's Boardroom Talk, Alec Hogg confirms the death of RW Johnson, one of South African political writing's sharpest and most combustible voices, and reflects on a decade of working with him: the audiobook that started it, the necrotising fasciitis he refused to let slow him down, the Steenhuisen column…
22 Jul 5AM 19 min

Unlocking High-Yield Private Debt: The Jaltech Income Opportunities Fund

Join the leadership team at Jaltech for an exclusive overview of the new Jaltech Income Opportunities Fund - a spin-off from their highly successful Section 12J investment strategy. Designed to target structured debt funding for established, mid-sized South African businesses, this fund addresses an unserved niche left open by traditional…
24 Jul 5AM 29 min

BN Daybreak: Zille on Joburg's last chance; AI stock warnings; Cape gangs; Civic tech

In today's BizNews Daybreak, Helen Zille warns Johannesburg faces its final chance to reverse municipal collapse. Heindrich Wyngaard explains why military presence alone cannot dismantle the Cape Flats' deep-rooted gang economy. Lance Dickson introduces "Ryze," a platform channeling public rage into organized civic action. Finally, Sean Peche cautions investors against…
23 Jul 11PM 15 min
All episodes