Rational Perspective

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The world's economy looks set for a rosy year. On… See omnystudio.com/listener for privacy information.

Another free-wheeling conversation between the Old Firm of Alec Hogg and David Shapiro. Had different paths opened up for David, they may well have been colleagues in financial journalism and there's no doubt Mr Shapiro would have been a really good one See omnystudio.com/listener for privacy information.

Ever since my first visit to the Berkshire Hathaway AGM back in 2006, I’ve been keeping an eye out for investment professionals who follow the Warren Buffett Playbook. There aren’t as many as you’d expect, considering the fantastic record that the Oracle of Omaha has built-up during more than half a century of market-beating returns. Many of those who claim to follow his approach make too many adjustments to be true Buffett disciples. But the intervention of a Biznews community member pointed me towards the real deal, the London-based Saffer Dawid Krige, the man behind Cederberg Capital whose performance ranks it in the top 1% of all money funds on earth. Krige’s fund, which focusses exclusively on investing in companies based in Greater China, last year produced an astonishing 75% return for his investors. Here's the story of the man who is applying the Buffett Way to astonishing effect in the world's great growth market, China. See omnystudio.com/listener for privacy information.

JOHANNESBURG — Current Deputy President Cyril Ram… See omnystudio.com/listener for privacy information.

Having both spent many years in the financial jou… See omnystudio.com/listener for privacy information.

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LONDON — It’s now common cause that the report ci… See omnystudio.com/listener for privacy information.

It’s now common cause that the report circulated by Viceroy Research brought down the 90 000 employee-strong Steinhoff. The report exposed the accounting irregularities which Steinhoff eventually owned up to. Viceroy, a shadowy firm with just three full time employees but an army of followers, has another South African company in its sights. On Tuesday, its Twitter account that has just over 5 000 followers said the Viceroy report on this company would be released before the end of March. On the Johannesburg Stock Exchange, Mr Market went crazy. Speculation that it was Viceroy’s target smashed the prices of multinational Aspen Pharmacare and three JSE-listed property stocks. In today’s episode of the Old Firm, David Shapiro and I examine what’s become known among traders as The Viceroy Effect. See omnystudio.com/listener for privacy information.

George Palmer passed away on New Year's Day 2018. His passing sparked an outpouring of emotion in South Africa, the country where he spent the prime years of his career as a financial editor. In many ways Palmer was the father of business journalism in the country joining the pioneering Financial Mail as deputy editor at its launch in 1959. He took over as the editor of the magazine in 1961 and continued running it until his retirement in 1977. During those turbulent years he displayed the courage and leadership that set the standard for dozens who went on to become household names in journalism and other fields all around the world. This is his story. See omnystudio.com/listener for privacy information.