Mark Ingham

Recent Posts

Long4Life: "From a standing start to R5 billion"

Posted by Mark Ingham

Oct 30, 2017 3:39:30 PM

 

The indefatigable Brian Joffe, who recently turned 70 years of age, has invested his considerable business acumen in a start-up called Long4Life. This reminds me of Bidvest back in 1988, Brian’s first start-up when he was barely in to his 40s. Long4Life has gone from zero a few months ago to a market capitalisation of over R2 billion and when the Holdsport deal closes shortly we’ll be looking at R5 billion. This is a good time to take advantage of excellent value for future capital appreciation.

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Topics: Ingham's Incisive Insights.


Mediclinic: "Spire Offers Opportunity"

Posted by Mark Ingham

Oct 27, 2017 9:09:30 AM

 

Financial analyst Mark Ingham reviews the potential deal between Mediclinic and Spire Healthcare Group Ltd. Mediclinic has until 20 November to make a firm intention offer or not. Until then, we are likely to see short-term weakness in the share price

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Topics: Ingham's Incisive Insights.


"Vasbyt:" Taste Holdings

Posted by Mark Ingham

Oct 18, 2017 2:17:55 PM

 

The question the investor wants to know is, do I head for the hills and cut my losses or do I vasbyt and wait for the strategy to unfold? The stock has roughly halved this year.

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Topics: Ingham's Incisive Insights.


FirstRand: "Online in England"

Posted by Mark Ingham

Oct 17, 2017 11:11:00 AM

 

It is not just Capitec that does things differently. There are plenty of overseas examples, one of which is Aldermore in England; it has no branch network, it is growing in leaps and bounds, and aims to deliver “banking as it should be” rather than banking as it always has been. Aldermore is so hip it makes FNB seem square. 

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Topics: Ingham's Incisive Insights.


Trolley for trolley, it's worth paying more

Posted by Mark Ingham

Sep 29, 2017 9:37:09 AM

 

I’ve had a Sell recommendation on Woolworths for some time as the future fundamentals looked questionable. Once the darling of retail, it levitated for a while at around R100 per share and then started to slip as doubts about its local retail positioning, not least food, and the Australian market an uncertain and challenging place. Shoprite had also quietly taken the view that two can play the fancy food game, without a need for salary gouging prices.

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Topics: Ingham's Incisive Insights., Retail investing


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