The Telegraph
Estée Lauder was a popular stock during the post-pandemic surge, achieving new heights. However, in recent years, its share price has dropped by approximately 80%. I spoke with Tasneem Samodien from Old Mutual Private Wealth to analyze the situation. Essentially, management struggled to innovate with new retail strategies, made some unwise acquisitions, and faced debt downgrades. The new leadership now has the challenging task of rebuilding the brand’s quality reputation, a process that will require time.
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Linked Investment Service Providers (LISPs) play a vital role in South African investing, and King Alexander Investments has introduced a new pricing model. I discussed their flat platform fee with CEO David Lloyd, which replaces the traditional percentage-based approach, providing considerable savings on fees for investors. They also bring several other benefits aimed at enhancing investor returns.
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At the Berkshire Hathaway AGM last Saturday, Warren Buffett announced his retirement as CEO after sixty years of leadership. I spoke with Anchor Capital CEO Peter Armitage about Buffett’s lasting legacy and the lessons private investors can glean from him, along with how to incorporate his investment philosophy into our portfolios.
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PGM prices continue to encounter difficulties, and I had a discussion with Jaco Prinsloo, CEO of AIM-listed Sylvania Platinum, regarding their recent performance and expansion into chrome. Their chrome plant, a joint venture, is set to begin operations this month, bringing in significant revenue. The company is also well-capitalized and debt-free, which is especially important in the current PGM cycle.
You can also listen to this podcast on iono.fm here.
