[TOP STORY] Transaction Capital AGM: ‘22 minutes of very little’

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

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?

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.

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…

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