Editors Note: There is a certain group of overlooked stocks that thrive off extreme market conditions like the ones we're experiencing. Make no mistake - the crash in growth and tech stocks is no passing blip. A new decade of Value has already begun and the window of opportunity to capture returns of 200%, 300%... possibly more…. is closing fast. It's a once in a generation opportunity that cou... ››› more
Over the last few years, the world has changed significantly. Things that were once considered virtual impossibilities are now reality. Of course, I'm talking about the Global Pandemic, but also the seemly wild decisions being taken by global governments. If I'd told you, even a few years ago, that Russia would mount a full-scale attack on the Ukraine, or that Britain would leave the EU, or you mi... ››› more
The JSE crashed 14.45% between 2 March 2022 and 9 May 2022.
Similarly, the Dow Jones index in the USA is down 10.74% year to date of which half of this drop has been in the past month. And the S&P 500 index is down 14.75% year to date.
We hear about inflation, war, lockdowns, supply chain issues all as contributing to this bear market…
So, what is fuelling the market's drop - and are we... ››› more
If you've heard of ‘value investing', you may automatically think of Warren Buffett or Benjamin Graham, the man who coined the term - Value Investing - and, arguably the world's greatest value investor.
However, there's another person who revolutionised value investing, back in April 2000.
And he doesn't even invest!
He's a little-known accounting professor, who wrote a 57-page research... ››› more
For years, many in the West have admired the ability of the Chinese Government to push through policies that would never fly in a democratic country. This has allowed them to build structures like the Three Gorges Dam.
This hydroelectric project is the world's largest power station and provides about 10% of the country's electricity. But it also required the relocation of over 1 million people.... ››› more
Uber is one of the most amazing success stories in recent history.
As I write this the company is worth $88 billion today. But it doesn't own any vehicles. And it doesn't pay salaries to employees.
In fact - the company is estimated to have between 3 and 4 million drivers around the world.
Yet the company doesn't have a fraction of the overheads a business with 3 million employees would h... ››› more
Imagine! At an age when some people give up hope of making real money,
Buffett was just getting started on the fortune he controls today.
And, that's why I'm here to say it's never to late to start investing… especially when you consider we are at the cusp of something huge… A massive shift from Growth to Value…
As you know tech stocks like Zoom, Netflix, Tesla Pinterest and many oth... ››› more
First world countries are suddenly dealing with higher inflation than in third world countries!
In the US for instance inflation is currently at 8.5%.
It hasn't been above 4% since 2009. And in the past 25 years it's never been above 6%.
And now inflation is the highest it's been in 40 years!
But it's not just the US that's seeing inflation speed up. The UK, Australia, Canada and much ... ››› more
Most retail investors have never heard of Walter Schloss…
But he racked up one of the best investment records in history over his 40year career as an investor.
It's a record, few have managed to beat!
After all, he managed to compound his investments 16% year on year from 1955 till he died in 2012.
And it was why Warren Buffett named him one of the great “Super-Investors”!
So ... ››› more
Over the last few months, I've written quite a few rather bleak articles (to say the least). I've issued warning after warning about the state of the financial markets. So, if you follow my Money Morning column regularly, you may easily believe I'm a permabear. A permabear is someone who believes markets will fall no matter what the conditions on the ground look like.
Given my very negative sla... ››› more
On the 11th and 12th of April, parts of KwaZulu-Natal received between 200 and 400 mm of rainfall in a 24-hour period.
Scenes from the KZN floods were shocking. I'm sure you saw the scenes of container yards flooded, trucks upturned and infrastructure in the Durban area decimated.
The South African government declared a national state of disaster to respond to the flood hit areas.
Homes h... ››› more
There's no doubt about it…
“Map apps” have revolutionised the way people travel.
In less than a minute, you can open an app on your phone, type an address and voila…
You're ready to go.
It's no wonder why “map apps” like Google, Waze (owned by Google) and
Apple boast hundreds of millions of users - even BILLIONS!
But one day that could change.
You see, a new crypto s... ››› more
A few weeks ago, I made a rather extreme prediction. I predicted the world would be entering a period of greater instability triggered specifically by food price increases. Normally I would wait a little longer before writing a follow up, but things are changing rapidly on the ground.
Over the last week or so, we've seen upticks in instability across much of the emerging world. Protests have er... ››› more
Zeder is a little investment holdings company on the JSE. For years it was a core shareholder in Pioneer Foods (acquired by PepsiCo). It also holds a number of other interesting agricultural businesses as well…
But the company's share price is down 62% in the past five years.
What's going on? And is there an opportunity to profit? -----------------------------------------------------------... ››› more
Electric vehicles (EVs) are becoming more popular.
Nearly every automaker is debuting at least one new EV model this year.
These models range from affordable sedans to luxury SUVs to super trucks.
By appealing to every type of car owner, EV growth should exceed most forecasts.
But this growth also comes with concerns over the supply of key battery materials.
The ones that dominate t... ››› more
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