BizNews BizNews Radio

Veteran fund manager Walter Aylett - Insights on Capitec, WeBuyCars, Tesla; plus overvalued stocks

Loading player...
In an insightful interview, investment expert Walter Aylett warns against the dangers of inflated tech stock valuations, spotlighting companies like Tesla. With nearly two decades in the industry, Aylett calls for a return to integrity in investing, urging investors to prioritize sustainable growth over fleeting hype. His thought-provoking insights challenge conventional wisdom and advocate for a more principled approach to navigating today’s complex financial landscape. Aylett spoke to BizNews editor Alec Hogg.
3 Oct 2024 10AM English South Africa Investing · Business News

Other recent episodes

BN Edge | Lesaka is facing hard questions. Ali Mazanderani is answering them

Lesaka grew out of Net1, whose subsidiary's social grants contract ended up before the Constitutional Court. Now it wants to take deposits from the same grant recipients it lends to. In a follow-up to their strategy conversation, Alec Hogg put the harder questions to executive chairman Ali Mazanderani: who carries…
23 Oct 8AM 37 min

BN Edge | Donald MacKay unpacks the bureaucratic black hole in SA trade

A tariff investigation in South Africa is meant to take six months. Donald MacKay, whose XA Global Trade Advisors released its latest import duty report this week, told Alec Hogg the average had stretched to 40 months, and that the oldest open case was old enough to start school. He…
23 Oct 7AM 24 min

BizNews Ricardo Portfolio update: Afrimat, Clicks, Chubb, Teledyne

Alec Hogg went into this episode wanting to sell two shares. The rules he built for the Ricardo portfolios talked him out of at least one. In the first of a new run of Premium portfolio updates, he put four fresh sets of results through the same valuation test: Afrimat,…
22 Oct 8AM 41 min
All episodes