MARC HASENFUSS: My holdco love affair

EthosCap’s shares were only slightly perkier on the sale, and I’ll be paying attention to price patterns in the holiday lull

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MARC HASENFUSS: Cock-a-hoop at RCL

R250m cash on Quantum’s balance sheet should provide more feathers for Astral’s little nest in years to come

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MARC HASENFUSS: The future of gyms

At this fragile juncture, the market has some serious misgivings around the R7.85bn valuation Brait accords to Virgin Active

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MARC HASENFUSS: New life for an old dog

This looks like a critical shift for RexTru, and my sense is that if Telemedia delivers a crystal-clear profit signal there might be a flurry of transformative ...

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MARC HASENFUSS: Beware the delisting rush

In a delisting event it is the confused, frustrated and (again) ill-informed minority shareholders who hand over their heavily marked-down stock to ...

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MARC HASENFUSS: Firing up Brimstone

Brimstone does not need exposure to two large fishing enterprises

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MARC HASENFUSS: Holds for the long haul

SA’s fledgling alternative stock exchanges must be looking on with a good deal of interest, and I wonder if some consolidation could see the formation of a ...

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MARC HASENFUSS: Defying the doomsayers

The market can get it very wrong, and these days there are numerous examples of a cynical market drawing dire conclusions that defy the narrative on a balance ...

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MARC HASENFUSS: Cartrack shares in a class of their own

Cartrack has been one of the few companies on the JSE to confidently predict double-digit annual growth rates

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MARC HASENFUSS: The value in Remgro

Developments at Adapt IT and Trencor suggest small-cap investors might need to ease off on the cynicism

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MARC HASENFUSS: A morsel for cash hunters

If things pan out GPI could revert to being an investment company with a narrow focus on top gaming assets

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MARC HASENFUSS: Options amid the rubble

There were some surprising names among the stocks that slunk to new 12-month lows this week

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MARC HASENFUSS: Zeder’s moment, at last?

Zeder shareholders might prefer to see a cashing out of at least some of the portfolio

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MARC HASENFUSS: Curve balls and sure bets

With all its bets covered Tsogo can afford (though ‘afford’ might be a stretch considering its own debt) to bide its time in and around Cape Town

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MARC HASENFUSS: Spurred into action

I still hold that Spur is a perfect investment vehicle for a black empowerment investment company that requires a strong dividend underpin

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MARC HASENFUSS: In praise of education juggernaut Curro

Capitec Bank may be the best locally developed business story of the past 20 years, but private education juggernaut Curro Holdings is not far behind

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