Nike Share Swooshes

  Market Scorecard Last week we wrote about how the local market has had threes straight weeks of gains, how the Rand was strengthening and how beat up stocks like Discovery had recovered by 30%. Looking back, our newsletter called the exact top. Since then things have been mostly red. For a change, we can't … Continue reading Nike Share Swooshes

Back To School

  Market Scorecard After a rather volatile month, the last two trading days have been green. It is great to start a Friday, and the last trading day of the month, with positive momentum. Unfortunately, August was a negative month for the S&P 500. Even so, the index is still up 16% for 2019. Looking … Continue reading Back To School

The Nike Spike

  Market Scorecard Huh? How does that work? If the first thing you saw when you woke up this morning was the below tweet, what would your expected market reaction be? Given how much turmoil Trade war rumours have caused, surely launching a full-on trade war would mean very red markets? Nope! Asian markets are … Continue reading The Nike Spike

Health Savvy

"Via the Cerner Twitter platform, the company pointed out that only ten percent of all hospitals in the US allow patients to view, download or transmit records. This was research done by Nielsen. Only 15 percent of all patients have email access to their physicians. And only 20 percent have the ability to schedule appointments … Continue reading Health Savvy

Stay Young

"L'Oreal is a really great business, one of my favourite models. The Dollar share price might not have done that well, i.e. this is a case where the company has delivered and there have been certain currency issues that have weighed (and shareholder issues too), we think that the long term thesis remains intact."   … Continue reading Stay Young