My alter ego, @Smalltalkdaily Research, was asked by Dylan Puchert, chair of the University of Stellenbosch Investment Society, to be the guest speaker at a 2021 society dinner on April 6 at Middelvlei Wine Estate.Seems I had to sing for my supper, metaphorically speaking, to the Covid maximum audience of 100 students.Puchert follows me on Twitter and wanted a guest speaker who could talk about the real-life experiences of a seasoned on-the-ground analyst.I was honoured to be asked. I’m certainly no luminary, or as august as some of the society’s past speakers.Some say I have experience and gravitas. I say I just have grey hairs from all the hard work covering a wide swathe of the JSE small-to mid-cap sector for 27 years.At the event I ran through the way I think and work, which is surely what the students’ professors or lecturers would not teach them from the books: the real world of being an analyst.There is more to understanding stocks than just theory and poring over the account...

BL Premium

This article is reserved for our subscribers.

A subscription helps you enjoy the best of our business content every day along with benefits such as articles from our international business news partners; ProfileData financial data; and digital access to the Sunday Times and Sunday Times Daily.

Already subscribed? Simply sign in below.



Questions or problems? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now