The Answer To All Your Questions

  To market to market to buy a fat pig. Friday was US Jobs day where their unemployment rate clocked another improvement, coming in at 4.1%, the lowest since December 2000. October and November 2000 both had an unemployment rate of 3.9%. If we get to that number you will have to go back to … Continue reading The Answer To All Your Questions


The Best Bet is Alphabet

"I remember when I was young, my father had proudly acquired a set of encyclopaedias and tasked me to go look it up when I asked a question about something. Search nowadays is a far easier task than before, my daughters teacher told us that her class of nine year olds all researched their speeches … Continue reading The Best Bet is Alphabet

Lurch at Search

"Quality attracts quality and Alphabet attracts some of the best minds in the world. They also provide an environment that promotes innovation. These new ideas fall within the Other Bets segment. They take it very seriously and provide great capital for big potential ideas. We expect a lot more coming out of Alphabet in the … Continue reading Lurch at Search

Caffeine Injection

"Not only are the company a coffee experience destination, by adding rewards members via their excellent technology platforms, they lock you into the daily routine, they aim to continue to stay abreast with the changing patterns of consumption. Having partnered with WeChat (TenCent owned platform) in China, more Chinese customers can gift each other, or … Continue reading Caffeine Injection

Meet Pixel

"Google announced a new phone yesterday, it is the "Pixel". From the website, Made by Google, the intro is titled Meet Pixel, Phone by Google. There was also the release of a home connected device, a speaker that is powered with the "Google assist" software. It is activated by saying, "OK Google"."   To market … Continue reading Meet Pixel

Yebo Gogo

"Whilst Vodacom is not a broad part of our client portfolios, it certainly does have an important place. Even if earnings don't show material moves higher, the company is likely to continue to show good dividend growth. In an increasingly volatile world, locally that is. Having said that, the company still has a large portion … Continue reading Yebo Gogo