The Finance Ghost (@financeghost) 's Twitter Profile
The Finance Ghost

@financeghost

Ghost Mail | Magic Markets | Unlock the Stock | Financial Mail / Investors Monthly | Daily Maverick | Moneyweb | Tweets and retweets NOT advice

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linkhttps://www.ghostmail.co.za/ calendar_today28-03-2020 09:39:21

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Yesterday was a huge day of news - and there's only one place to get all of it in one click. Here are your Ghost Bites, fresh out the oven: ghostmail.co.za/ghost-bites-ab…

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Looks like I got pretty lucky with Sibanye, almost top-ticked it. Now it remains to be seen how this Mr Price punt plays out. Woolworths FBH numbers were pretty encouraging!

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+1. You want the big rewards? Believe your talents are wasted and overlooked? Show us. Start a business then. Otherwise, be happy with the salary you get every month (incl December) and the leave days, the reward for being an overhead that an entrepreneur took a risk on.

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Interested in doing stock research on JSE-listed companies? You'll love Unlock the Stock. You can find all the recordings of previous events on our YouTube channel: youtube.com/@unlockthestock KRIS CMicrocaps Lumi Global

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The thing I love most about communists is their deep understanding of how business actually works. It's inspiring. Truly, even if I tried multiple illicit substances at once, I could never get close to this level of clarity on how less revenue = more jobs. Genius. 4D chess.

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About as hot off the press as it gets, this podcast features Martin Slabbert (Prime Kapital) and Johan Holtzhausen (Chairman PSG Capital) unpacking the offer to MAS shareholders that went out on SENS this morning. It's packing with plenty of insights: ghostmail.co.za/ghost-stories-…

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One of the most fascinating learnings on Ghost Mail this year has been the appeal of transcripts. People love a conversation - but even more than that, they love reading it. I'm the same with US earnings transcripts, so it makes sense! I read a lot and listen to only a few.

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FirstRand SENS: "However, the group notes that the Supreme Court now considers the disclosure to Mr Johnson, who the Supreme Court regarded as a commercially unsophisticated customer, was inadequate." Nobody should be leaving school in a "commercially unsophisticated" state.

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Now up 25% on my Weaver Fintech position that I bought after they impressed me on Unlock the Stock. If you attend those events, you're "doing your own research" right alongside me (and CMicrocaps for that matter). So, make sure you attend! KRIS

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It's become clear to me today that whoever at MultiChoice is responsible for the UX on their Smart TV app is also responsible for writing SENS announcements about the MultiChoice SA restructure. The stuff you need is there, but wow it's harder than it needs to be.

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That Shoprite growth is just insane. To be growing earnings by that percentage off that base in this economy is just bonkers. Nice to see positive momentum at Pick n Pay as well!

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If ever you needed to see an economic response to the birth rate vs. pet ownership trends, just look at Shoprite. 1 new Little Me store (11 stores total) 60 new Petshop Science stores (144 stores total) For most people now, their little me is fluffy.

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In the entire process of moving my banking in the space of a month (thanks again for that notice period Sasfin), there's only one company that got it wrong despite me filling out a ridiculously huge form. You won't be 1% shocked to find out that it's @Discovery_SA. Of course.

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Had an absolute blast recording Magic Markets with Mohammed Nalla, CFA and Wandile Sihlobo who agreed to join us on short notice to talk about the surprisingly bullish outlook that Mpact shared with the market on the agri sector. It was, as always, wonderful having him on the show!

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Good morning! Here are your Ghost Bites, covering a really juicy day of earnings updates from some of South Africa's most important companies: ghostmail.co.za/ghost-bites-js…