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After an extraordinary 22-year journey, and the privilege of working with incredible investors and wonderful people, I share my last weekend read as a "Cannonite" https://t.co/paMkDlxxSZ - thank you @CannonAssets
My chat with @AdrianSaville on pan-African and frontier investing:
* The African Century
* Neutralizing Macro Risks
$NPSNY, $TCEHY & Holdcos
* Dealing With Accounting & Regulatory Regimes In Frontier Markets
* $TLKGYs Masts, Towers & Property Subsidiary Gyro
* SuperDogs
Join GIBS Faculty, Professor @AdrianSaville, founder and chief executive of Cannon Asset Managers, and an esteemed panel of experts, as we unpack #SouthAfrica's #economic prospects for 2021.
More here: https://t.co/Xkp9lmF1QW
@SimonPB And for all of the investors in marijuana - a long time before this *boom* there was a gold miner called East Dagga. Forty years ahead of the pack. * So many puns in there, stand up comedy next
My bias is bearish, and I've been wrong for a decade, so take this with a grain of salt, but these charts are peak cognitive dissonance for me. Massive ramps in:
1. Small call volume
2. Unprofitable stocks, and
3. Heavily shorted names.
Market all-time highs and VIX elevated.
Great to have our @davidshapiro61 back after a very tough personal time, @LindsayBiz says January tells you that 2021 is the vindictive sister, brother cousin of 2020 @Mia_Kruger is firing on all cylinders with earnings news
Full show https://t.co/iZCF5xPSSV Janine Bester-Gertzen