Moneyweb Radio MoneywebNOW

Do discounted holding companies offer value?

Loading player...
Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike.
Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his company's strong Q1 results.
Bianca Botes from Citadel Global analyses the long-term trends for the US dollar if Trump wins the election.
22 Jul 2024 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Real take-home pay at a two-year low

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.
25 Jun 2AM 4 min

Gold struggling under higher rates

Kea Nonyana from PrimeXBT unpacks the latest updates from Growthpoint and Nedbank, and what they mean for investors. Vunani CEO Ethan Dube joins us to discuss the group’s return to profitability and its decision to pay out most of Heps as a dividend. Economist Elize Kruger weighs in on the…
25 Jun 1AM 19 min

Junior mining: Critical, yet challenging

Chantal Marx FNB Wealth & Investment on ASP Isotopes as they announce Renergen has a first contract fo the supply of helium. Jason Swartz, Portfolio Manager, Old Mutual Investment Group on the Thucydides Trap and what Xi Jinping meant at teh recent US China summit. John Loos independent Economist on…
24 Jun 1AM 19 min
All episodes