Reports

Pieter Hundersmarck of Flagship Asset Management presented his thesis on Zalando (Germany: ZAL) at European Investing Summit 2020. Thesis summary: Zalando is the leading online apparel & footwear retailer in Europe with ~10% online market share. It is a focused, pure-play online retailer which offers a one-stop...

By Kyle Wales As published by BusinessLive.co.za on 07 June, 2020 America is likely to remain the captain of the fourth industrial revolution. Much has been said about the degree to which US stocks have outperformed their global counterparts. Over the last 10 years[1],  owning US stocks has...

By Pieter Hundersmarck As published by Glacier on May 29, 2020 South Africans’ endurance in the face of hardship is being sorely tested. Firstly, by the economic lockdown of their businesses and the negative effect this is having on their livelihoods; secondly, by the government’s highly restrictive...

By Pieter Hundersmarck 26 May 2020 "In the stock market, the most important organ is the stomach. It's not the brain." – Peter Lynch Nearly 40 years ago, on June 1, 1980, Ted Turner launched CNN, the first 24-hour news operation. At the time of CNN’s launch, American...

By Kyle Wales As published by Glacier on March 27, 2020 The answer to this question has experts divided. Some believe that, with the multitude of political and economic issues South Africa is currently experiencing, investors should be taking as much money offshore as possible. Others are of the...

By Kyle Wales As published by BusinessLive.co.za on 08 March, 2020 Few dispute the power of a strong brand. During a trip to the supermarket we place a bottle of branded tomato sauce into our trolley instead of the supermarket’s private label brand, even though it is...