Invicta did not offer a surfeit of detail on the reportable irregularity in its financial statements … or even at the AGM

In this fractious market the passive offshore investment vehicle Astoria is starting to look like a bastion of (relative) security

Turning profits on the income statement with the help of asset revaluations is a dangerous game

British American Tobacco has been one of the best performers, albeit undisclosed, in Remgro’s portfolio of investments

Small property group Adrenna, which trades at an enormous discount to its minuscule Cape Town-based property portfolio, has taken a surprise turn

There is a long way to go before investors recognise RMH as an investment company rather than a holding company or proxy for FirstRand

For the past four and a half years the company has generated about 150c a share in good quality earnings

Something had to give at Grand Parade Investments, with shareholders increasingly frustrated with the board

Is a break-even situation the best Curro shareholders can hope for?

Sabvest is the one part of my humble portfolio that does not keep me awake at night

Howden directors need to come up with more convincing arguments about how the growing cash pile will be deployed to extract value for shareholders

The small-cap malaise on the JSE could not be better illustrated than by the market looking past developments at Stellar Capital Partners

A rising oil price has added to projected future cash flows for Global Asset Management

The extreme price volatility in Trustco’s shares over the past few weeks is causing some consternation — even outrage — on social media

Surely there must be better opportunities to pursue than Radiant, which has managed shocking performances over the past decade

A focus on liabilities is far more prudent, if only to curb misplaced optimism, though I suspect the full extent of these won’t be clear for a while