Here's what that massive earnings multiple at $RACE is for.

And the local guys reckon there's more demand for this than any of the other models.

Luxury SUVs are a licence to print money.

Back in the day, Intel represented the cutting edge of semiconductors before being left behind by competitors in Asia. The journey back to the top is long and hard.

Could this the time to believe in the turnaround?

magic-markets.com/intel-chipping…

The Finance Ghost Mohammed Nalla, CFA

I've (finally) published Ghost Bites, covering the big news from Woolworths, Zeda and others:

ghostmail.co.za/ghost-bites-af…

In grocery retail, the market has voted over the past year and the winner is clear.

Our man Johann Biermann 🇿🇦 tirelessly monitoring the votes-to-followers ratio and calculating if he can print some posters next time and get a free house.

Worth a punt!

Trustco bragging about their CAGR since 1992 is an absolute treat. They took proper lessons from the ANC here.

Nevermind the last decade or two, we must go WAY back.

This is why people launch parties for a laugh.

R5k registration fee. That's it.

Have they found this EFF Wouter yet?

There's either an undercover fighter or an oom who had far too much Klippies before walking to the station.

Called it.

By all accounts, it looks like the Eastern Cape is working hard to remain a hotbed for Carte Blanche content creation opportunities.

Nvidia!

Now that we have your attention... we're also chatting about Intuit. Tune in to our latest podcast to hear Mohammed Nalla, CFA talk about headline grabber Nvidia, while The Finance Ghost warns of double tops at Intuit.

Brought to you by Future Forex: magic-markets.com/magic-markets-…

The bots have found Dawie Scholtz 🤦

Useful post:
'Northern Cape predictions:'

First comment:
'Hey boys, nudes in bio.'

Voter apathy in South Africa has ended. The youth showed up and really cared about the outcome.

Politics here just became a competitive environment. This will attract talent and drive engagement over more issues.

Bullish, provided SA isn't destroyed by a coalition mess.

I'm thankfully not in a queue right now, so I got Ghost Bites done based on yesterday's news.

The big one: the trend in credit sales at Pepkor.

There's other good stuff in here as well:

ghostmail.co.za/ghost-bites-af…

Just ran a Magic Markets transcript through Chat GPT and asked it for a summary.

AI still has a long way to go. Either that or we just suck Mohammed Nalla, CFA and don't make points clearly enough.

Will keep doing this every week. It's interesting.

The IEC 🤝 Eskom 🤝Transnet

This is also the average time it takes to find street parking in Claremont. The people there are hardened.

Queues sound absolutely nuts out there.

Now here's the thing:

Are you more likely to go through the hours of irritation to vote for change, or status quo?

I somehow suspect the former.

US cops really are something else.