Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577)
MP3•Episode home
Manage episode 405139898 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com 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.
Shoprite* Results and Market Comparison
- Discusses the recent Shoprite results, emphasising excellent performance against a high base.
- Highlights Shoprite's significant CapEx spending, customer savings, and market share gains.
- Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves.
- Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years.
- Shoprite's Competitive Position and Stock Analysis
- Questions whether Shoprite is always destined to be an expensive stock.
- Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as perceived.
- Shares consensus forecasts and target prices for Shoprite, indicating a potential undervaluation.
- Expresses the belief that Shoprite at ±R270 might not be as expensive as it appears, drawing parallels with the valuation of Nvidia.
- Shoprite's Success Factors and Pick n Pay's Struggles
- Explores the factors contributing to Shoprite's success, including central distribution centers and efficiency.
- Contrasts Shoprite's strategy with Pick n Pay's challenges, noting a decline in consumer satisfaction.
- Mentions Pick n Pay's recent financial struggles, including a rights issue and debt increase.
- Addresses the unusual situation of both gold and Bitcoin reaching all-time highs simultaneously.
- Discusses the fears driving gold prices, such as inflation, interest rates, conflicts, and global elections.
- Highlights gold's potential target of $2,500 and the positive impact on gold mining profits.
- Shares the performance of various gold mining stocks over the past three years.
- Updates listeners on Canal+'s revised offer of R125 per share for MultiChoice, which is currently trading at R113.50.
- Discusses the time value and risk value of the deal, expressing the view that this might be the final offer.
- Examines the increase in net finance costs for Sea Harvest, attributed to higher interest rates.
- Acknowledges the challenges faced by Corporate South Africa, including Eskom issues, logistic challenges, and rising interest rates.
- Assures listeners that some of these challenges may start to fade away in the future.
518 episodes
MP3•Episode home
Manage episode 405139898 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com 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.
Shoprite* Results and Market Comparison
- Discusses the recent Shoprite results, emphasising excellent performance against a high base.
- Highlights Shoprite's significant CapEx spending, customer savings, and market share gains.
- Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves.
- Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years.
- Shoprite's Competitive Position and Stock Analysis
- Questions whether Shoprite is always destined to be an expensive stock.
- Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as perceived.
- Shares consensus forecasts and target prices for Shoprite, indicating a potential undervaluation.
- Expresses the belief that Shoprite at ±R270 might not be as expensive as it appears, drawing parallels with the valuation of Nvidia.
- Shoprite's Success Factors and Pick n Pay's Struggles
- Explores the factors contributing to Shoprite's success, including central distribution centers and efficiency.
- Contrasts Shoprite's strategy with Pick n Pay's challenges, noting a decline in consumer satisfaction.
- Mentions Pick n Pay's recent financial struggles, including a rights issue and debt increase.
- Addresses the unusual situation of both gold and Bitcoin reaching all-time highs simultaneously.
- Discusses the fears driving gold prices, such as inflation, interest rates, conflicts, and global elections.
- Highlights gold's potential target of $2,500 and the positive impact on gold mining profits.
- Shares the performance of various gold mining stocks over the past three years.
- Updates listeners on Canal+'s revised offer of R125 per share for MultiChoice, which is currently trading at R113.50.
- Discusses the time value and risk value of the deal, expressing the view that this might be the final offer.
- Examines the increase in net finance costs for Sea Harvest, attributed to higher interest rates.
- Acknowledges the challenges faced by Corporate South Africa, including Eskom issues, logistic challenges, and rising interest rates.
- Assures listeners that some of these challenges may start to fade away in the future.
518 episodes
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