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Good Morning Voornaam,

Today, Ghost Mail is all about giving you something interesting to enjoy on your public holiday. Tomorrow morning, I'll be sending out Ghost Bites with the news from Monday on the JSE, a day that wasn't as quiet as one might expect!

For now, kick back and put on those earphones!

Ever wondered what you'll find in Magic Markets Premium?

Each week, I release a research report and podcast together with my partner Mohammed Nalla, a highly experienced markets professional. I am beyond proud of what we deliver for such a modest cost of just R99/month - effectively less than R25 per report!

It' s one thing to be told about great research. It's another thing altogether to be shown it.

We've now made our report on Crocs available. Those ugly shoes are capable of very pretty profits, as our research report back in December 2022 highlighted.

Peek behind the curtain and enjoy this Magic Markets Premium research report and podcast>>>

Fernando Alonso fans: unite!

In the free edition of Magic Markets, Barry Dumas of Trive South Africa joined us to discuss Aston Martin and whether the success being experienced in Formula One can translate into better financial performance for the luxury ca r manufacturer.

Get revved up here>>>

Something long. Something short.

If you want to learn more about retail, my recent discussion with Roy Bagattini (CEO of Woolworths) on Ghost Stories is a great place to start. Brought to you by EasyEquities, we talked about everything from the strategy at Woolworths through to tactics to deal with load shedding. Find it here>>>

For a much shorter podcast to help you catch up today, you might find Ghost Wrap useful. Brought to you by Mazars, t his is a whirlwind podcast with the latest on Transaction Capital, Sun International, Gold Fields, AngloGold, Hyprop, Sabvest Capital, STADIO, Caxton & CTP and Balwin. You can get these insights in under 10 minutes at this link>>>

Finally, improve your diary tomorrow

There are two webinars for you to choose from. One is at 12pm on Wednesday and the other is at 4pm, so you could do both!.

The first is with bizval at 12pm, in which your favourite ghost will be hosting an interactive Q&A session with Andreas Tsangarakis of STBB and Matt Smith of CleverProfits. We will be fo cusing on more detailed concepts in a due diligence process, an area where founders frequently lose out when trying to sell a business. You can register to attend here>>>

The second webinar of the day is with Grovest at 4pm, focusing on their Twelve B Energy Fund. I won't be part of this panel discussion, but there are some very smart people who will be. Register here to get the details on this renewable-themed investment with a tax kicker to it.

Have a lovely, relaxing day!

Orbvest: where is the Rand/Dollar going?

The Rand has gone from bad to worse over the last month, but is it really a surprise? The R/$ has been especially volatile of late, but it's been a story of one step forward and two steps back.

Ghost Wrap #16 (Transaction Capital | Sun International | AngloGold + Gold Fields | Hyprop | Sabvest Capital | STADIO | Caxton | Balwin)

Aside from Transaction Capital dominating the headlines, there was good news from Sun International, STADIO, Caxton and Sabvest. Gold Fields and AngloGold announced a JV. Hyprop missed an interim dividend. The outlook for Balwin is worrying.

Listen Now

Magic Markets Ep116: Aston Martin on Track? (with Trive SA)

Fernando Alonso can certainly drive, but he probably can't save the financial performance of Aston Martin Lagonda Holdings. But what can? And how does this luxury automobile industry work? Barry Dumas of Trive joined us for this discussion.

Listen Now

Ghost Stories #8: Of Dark Stores and "Dark" Stores (with Roy Bagattini, CEO of Woolworths)

In this candid discussion with Woolworths CEO Roy Bagattini, we unpacked great insights into how the retailer is navigating this environment. This episode of Ghost Stories is brought to you by EasyEquities.

Listen Now

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