BusinessSimon’s weekly wrap: Stock picks and investment tips

Simon’s weekly wrap: Stock picks and investment tips


I chatted to Gavin Lewin from the Wealthy Concepts Group on easy methods to charge our monetary advisors. Returns actually matter, however there’s much more to it than simply making a living. In some ways emotional assist, serving to us to do the appropriate factor, is sort of as essential because the returns (learn transcript).

Adobe’s outcomes have been robust, however the market hated its US$20 billion deal to purchase Figma. I spoke with Gary Booysen from Rand Swiss and whereas he agrees it seems like it’s overpaying for Figma, he very a lot likes Adobe’s SaaS enterprise mannequin and says on a ahead PE of round 20x it’s the most affordable it has been shortly (learn transcript).

It has been a troublesome 12 months for markets and I requested Deryck Janse van Rensburg of Anchor Capital how he’s managing and if he’s shopping for. He actually is, with quite a lot of high quality and actually good costs. However he does warning that returns could also be gradual, and we have to be affected person (learn transcript).

David Bowie began the development in 1997 of promoting the royalties to his music catalogue. It didn’t go nicely, however that is now a recognised various funding choice. I spoke with Keith McLachlan of Integral Asset Administration on the deserves of this new asset class and tendencies reminiscent of streaming, that truly profit traders (learn transcript).

Additionally this week:

Lonwabo Maqubela of Perpetua Funding Managers believes WBHO as a share, at R76, seems extraordinarily engaging and if Australia is stripped out, it’s buying and selling on 5 occasions earnings, and the order ebook seems extraordinarily robust: (learn transcript).


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