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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תוכן מסופק על ידי JustOneLap.com. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי JustOneLap.com או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Telcos are horrid investments (#580)
MP3•בית הפרקים
Manage episode 409198933 series 17433
תוכן מסופק על ידי JustOneLap.com. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי JustOneLap.com או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Old Mutual Results:
- Surprisingly strong results from Old Mutual.
- Despite stagnant GDP growth and population decline, Old Mutual shows strong growth, indicating market share acquisition.
- Expansion into banking sector questioned due to market saturation.
- Stock analysis: Trading around 1184, showing potential support at 1150 and resistance at 1240-1280.
- Considered cheap with PE ratio around 7.7 and dividend yield over 7%.
- Market consensus predicts an average price target of 14.81.
- Skepticism remains regarding the bank launch and overall upside potential.
- MTN's earnings affected by Naira devaluation in Nigeria.
- Earnings per share down 72%, impacted by tax issues and currency devaluation.
- Stock analysis: Chart showing positive signs, with potential for short-term growth.
- Market consensus includes three strong sells, five holds, and four buys.
- Telco sector struggles due to price pressures and constant capital expenditure.
- Limited upside potential for telco stocks, including MTN.
ADvTech* Results and Operational Leverage:
- ADvTech demonstrates strong operational leverage.
- Operational margins increase due to improved student occupancy rates.
- Revenue up 13%, HEPS up 19%, and dividend per share up 45%.
- Stock analysis: Notably increased in value but still offers potential growth.
- Expectations for around 15% growth in the future.
- Simon Brown expresses satisfaction as a long-term shareholder in ADvTech.
- MPC meeting concludes with no change in rates.
- Governor's hawkish stance indicates possible rate cuts later in the year.
- Inflationary pressures expected to persist due to global factors.
- Delayed rate cuts expected due to inflation concerns.
- Simon Brown attends the SALTA Awards.
- Satrix emerges as the big winner with 10 awards.
- People's Choice Awards highlight popular ETFs, with Satrix Top 40 winning for the seventh consecutive year.
- Introduction of a new award category for foreign ETFs.
- Importance of industry events in highlighting the significance of ETFs and listed trackers.
Simon Brown
523 פרקים
MP3•בית הפרקים
Manage episode 409198933 series 17433
תוכן מסופק על ידי JustOneLap.com. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי JustOneLap.com או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Old Mutual Results:
- Surprisingly strong results from Old Mutual.
- Despite stagnant GDP growth and population decline, Old Mutual shows strong growth, indicating market share acquisition.
- Expansion into banking sector questioned due to market saturation.
- Stock analysis: Trading around 1184, showing potential support at 1150 and resistance at 1240-1280.
- Considered cheap with PE ratio around 7.7 and dividend yield over 7%.
- Market consensus predicts an average price target of 14.81.
- Skepticism remains regarding the bank launch and overall upside potential.
- MTN's earnings affected by Naira devaluation in Nigeria.
- Earnings per share down 72%, impacted by tax issues and currency devaluation.
- Stock analysis: Chart showing positive signs, with potential for short-term growth.
- Market consensus includes three strong sells, five holds, and four buys.
- Telco sector struggles due to price pressures and constant capital expenditure.
- Limited upside potential for telco stocks, including MTN.
ADvTech* Results and Operational Leverage:
- ADvTech demonstrates strong operational leverage.
- Operational margins increase due to improved student occupancy rates.
- Revenue up 13%, HEPS up 19%, and dividend per share up 45%.
- Stock analysis: Notably increased in value but still offers potential growth.
- Expectations for around 15% growth in the future.
- Simon Brown expresses satisfaction as a long-term shareholder in ADvTech.
- MPC meeting concludes with no change in rates.
- Governor's hawkish stance indicates possible rate cuts later in the year.
- Inflationary pressures expected to persist due to global factors.
- Delayed rate cuts expected due to inflation concerns.
- Simon Brown attends the SALTA Awards.
- Satrix emerges as the big winner with 10 awards.
- People's Choice Awards highlight popular ETFs, with Satrix Top 40 winning for the seventh consecutive year.
- Introduction of a new award category for foreign ETFs.
- Importance of industry events in highlighting the significance of ETFs and listed trackers.
Simon Brown
523 פרקים
כל הפרקים
×ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.