Rational Perspective

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Russell Loubser doesn't know how to sugar coat - and certainly hasn't deviated from his norm in this hard-hitting interview with Biznews.com's Alec Hogg. The long-time ex-CEO of the JSE reflects on his decision to step away from South African Airways in September 2012 because he "had lost confidence in the shareholder." His resignation sparked chairman Cheryl Carolus and half the other directors into following him out the building. In the light of his insights as a director, what has happened since, he reckons, is entirely predictable: in his view the chairman and directors of the airline have long since lost any pretense at running it like a business. Instead, SAA is regarded as a pot of money for the Zuma Administration to dispense largesse and enrich politically connected cronies. The result of this malevolent incompetence will force taxpayers to keep pumping in billions of rand annually - until such time as voters eject the plunderers from office. See omnystudio.com/listener for privacy information.

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After 35 years in journalism, John Battersby beca… See omnystudio.com/listener for privacy information.

Alec Hogg says being at PSG Group's 20th anniversary last night was a great privilege. In those two decades, the now R60bn group started from scratch in November 1995 by then recently fired stockbroker Jannie Mouton, has delivered compounded growth of 54% a year to shareholders. An investment of R100 000 back then would be worth R550m today. No other company in the world, even Apple, TenCent and Naspers, matches that growth rate. So impressive, that two of the big names in global value investing, former Morningstar research head Pat Dorsey and author William Thorndike made the trek to Stellenbosch to see how the one-time shop assistant from Carnarvon did it. Mouton's pride shone through in the 45 minutes he gave me immediately ahead of the formalities to tell his and PSG's story. What followed was a night of celebration and some rare showing off by a group that has never strayed from its hard working, humble roots. And, one hopes, never will. Because the next act only gets harder. More than R10bn of PSG's cur

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