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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/ask-grumpy">Ask Grumpy</a></span>


Ask Grumpy, a podcast featuring Steve Bender, AKA Southern Living’s Grumpy Gardener is back for Season 3. For more than 30 years, Grumpy has been sharing advice on what to grow, when to plant, and how to manage just about anything in your garden. Tune in for short episodes every Wednesday and Saturday as Grumpy answers reader questions, solves seasonal conundrums, and provides need-to-know advice for gardeners with his very Grumpy sense of humor. Be sure to follow Ask Grumpy wherever you listen so you don't miss an episode.
Understand each business before investing
Manage episode 371372815 series 1048226
Content provided by Moneyweb Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Moneyweb Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
‘The small and mid cap space … remains for me the most exciting area of the market’: Vanessa van Vuuren – Sanlam Investment Management.
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continue reading
151 episodes
Manage episode 371372815 series 1048226
Content provided by Moneyweb Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Moneyweb Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
‘The small and mid cap space … remains for me the most exciting area of the market’: Vanessa van Vuuren – Sanlam Investment Management.
…
continue reading
151 episodes
All episodes
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1 From getting a foot in the door to investing in global giants 24:33
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This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.

1 ‘Don’t let something like Steinhoff derail you’ – Ashburton CIO 22:36
22:36
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My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.

1 Keep it simple, sleep well at night, get (very) good returns 18:45
18:45
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Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.

1 Does ‘bunking school and jumping off cliffs’ foretell future investing? 18:04
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Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.

1 Could standup comedy lead to investment insights? 20:30
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Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas’, believes in the basket approach to thematic investing, and tells us which ‘theme basket’ his proudest investment sits in.

1 ‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’ 13:26
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‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.

1 'Don't invest in an investment you don't understand or can't value' 22:23
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Company valuations drew her from the outset, so after a great deal of study, Derinia Mathura found herself a young professional managing the Melville Douglas Global Equity Fund.

1 When your first investment experience is with unit trusts at age seven … 23:13
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You might become a portfolio manager at Sanlam Private Wealth – after trying your hand as a casino dealer, English teacher, lecturer and film producer. Thato Mashigo tells us his story.

1 Lebo Thubisi started by selling paraffin from a customised bakkie 23:32
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In investments you learn that you need to make logical decisions and stay away from the emotive things, says the deputy chief investment officer for alternative investments at Alexforbes Investments.

1 You can't be too distant from an investment you make' 16:50
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'Accumulating those small margins is how you become successful and build up a good track record and good return for yourself': Richo Venter, Inn8 Invest’s head of portfolio management.

1 To start investing, perhaps just go the fund route 15:18
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Malawi-born Kondi Nkosi progressed from doing ‘business studies’ at school in then Bophuthatswana to being Country Head at Schroders SA today.

1 For young investors penny stocks may be the way to go 22:15
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If my first ‘went to four cents, I sold it. When it came back to two cents, I bought it again.’ That' s how then teenager and now CIO at Sasfin Asset Managers, Arno Lawrenz, started.
‘Don’t just read about investments, read more history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.

1 40 years in the investment industry hasn’t wearied Wayne McCurrie 21:54
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It’s 'utter nonsense’ that you as the retail investor mustn't even try your hand at it. It’s not rocket science. But it does offer only one ‘free lunch’.

1 A Dale College graduate who never ‘invested’ in rugby 22:03
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Saneliswile Tofile’s career progressed from investing with friends to becoming deputy CIO and a portfolio manager at All Weather Capital.
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Be a Better Investor

1 Very few young kids grow up with their own investment portfolio 19:22
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‘I think in particular when you're looking at young people, they've got to have a good, long time horizon, and over time will get the returns that they are expecting’ – Kenny Rabson, Discovery Invest CEO.
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Be a Better Investor

Insights from Daniel dos Passos, indexation expert at FirstRand.
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Be a Better Investor

‘Ultimately, if you don't have a good grasp or understanding of the risk, you're setting yourself up for failure.’
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Be a Better Investor

1 Invested from age 10, saving his holiday-job earnings 14:18
14:18
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'Being part of farm life, you plant, you wait for the season, and then when the produce comes you get your returns': Fannuel Tigere – Balondolozi Investment Services.
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Be a Better Investor

Try to focus your investing on things that you understand and give yourself a time horizon, advises - Asanda Notshe from Mazi Asset management.
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Be a Better Investor

1 Claire Rentzke: Junior MacGyver to polished investor 18:23
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The best investment ever for the CIO of Sukha & Associates, has been her RA, which has ‘compounded and compounded and compounded’ untouched over the years.
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Be a Better Investor

1 Presenting a very solid approach many young people would be wise to follow 26:34
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Investing is ‘not a piece of paper or a light on a screen. You're actually a business owner’: Grant Nader – Benguela Global.
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Be a Better Investor

1 Nolan Wapenaar: Navigating markets, lessons learned, and the pursuit of winners 19:26
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While the Sunday Times share pages fascinated him at around age 10, today, it is analysis and research that get him out of bed in the mornings.
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Be a Better Investor

‘I've stuck with my principle in my stockbroking accounts or investment accounts that whatever is generated in there stays in there’: Craig Pheiffer, chief investment strategist at Sasfin Wealth.
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Be a Better Investor

1 Half a varsity scholarship paid for his initial investment education 18:45
18:45
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Play to your strengths, figure out the aspects that you are better at, and try to use those to a greater degree than the things that you're weak at – Keith McLachlan of Integral Asset Management.
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Be a Better Investor

It's been 23 years since the first index fund was launched, and Fikile Mbhokota says she's always held the view that it's better to hold a basket of shares instead of just one.
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Be a Better Investor

1 Learning from bygone investment luminaries creates a solid foundation 20:46
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Get rid of debt and, after your bond is paid, invest and save that amount: Abdul Davids – Camissa Asset Management.
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1 'Start investing early, don't be scared to do the hard work' 20:49
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Charl de Villiers from Ashburton Investments talks about his 'roundabout journey' from initially studying engineering to becoming an investment professional.
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1 ‘Huge gap’ for retail investors to get on JSE – Makwe Masilela 20:45
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The founder and CIO of Makwe Fund Managers shares his insights into investing and lessons gleaned over the years, remarking that ‘you don’t need to be an investment professional to invest’.
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Be a Better Investor

Nkareng Siwale, MD and founder of RainDance Asset Management, on her journey to becoming an investment professional, and the lessons learned along the way.
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