Simon chats to Marc Ashton on Finweek cover story, results from Arrowhead Properties and new incarnation Sherbourne Capital, and the link for the week - '50 Unfortunate Truths About Investing.'
Marc Ashton - Editor, Finweek (30 November)
'SA’s five worst CEO jobs,' by Bruce Whitfield
Mark Kaplan - COO and Gerald Leissner CEO, Arrowhead Properties
Smaller property stock with A and B units that let investors decide on different risk levels and with quarterly payments. Widespread of geographies and with gearing now down at 28% - likely to be shopping for more properties.
Sagie van Niekerk - CEO, Sherbourne Capital
The plan is to buy into non-listed companies to help them grow and reap the benefits, but it is still very early days.
Talking single-stock futures with Lavan Gopaul of 28E Capital
Link for the week: 50 Unfortunate Truths About Investing