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JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
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JSE Direct with Simon Brown
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Now displaying: Page 1
Mar 15, 2023

Simon Shares

  • Silicon Valley Bank collapse, does this put a pause on US rate increases? FOMC next Tuesday/Wednesday.
    • "Moody's cuts outlook on U.S. banking system to negative, citing 'rapidly deteriorating operating environment'"
  • Miss expectations and get slammed
    • Transaction Capital
    • Absa
    • MTN
    • Multichoice
  • Hold winners, ditch laggers.
    • Sun International (JSE code: SUI) vs. City Lodge (JSE code: CLH).

ff


* I hold ungeared positions.

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