MARC HASENFUSS: Christo Wiese’s molehill …

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

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MARC HASENFUSS: Why Astoria is a bastion of security

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

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MARC HASENFUSS: Losing trust in Trustco

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

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MARC HASENFUSS: Remgro’s smouldering returns from British American Tobacco

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

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MARC HASENFUSS: Adrenna’s Oz twist

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

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MARC HASENFUSS: Time for a change at RMH

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

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MARC HASENFUSS: Why Workforce Holdings is worth a nibble

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

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MARC HASENFUSS: Rain on the (Grand) parade

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

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MARC HASENFUSS: A problem at Curro

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

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MARC HASENFUSS: Sabvest an example for others

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

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MARC HASENFUSS: Best to temper short-term dividend expectations

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

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MARC HASENFUSS: A costly blind spot?

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

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MARC HASENFUSS: Oil to the rescue

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

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MARC HASENFUSS: The trouble with Trustco

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

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MARC HASENFUSS: Have the chaps at ARB gone mad?

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

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MARC HASENFUSS: Limiting the Steinhoff fallout

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

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