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Melvyn Lubega is a business person and IT entrepreneur. Following his graduate studies at the University of Oxford as a Rhodes Scholar, he co-founded Go1, an international software company that currently serves clients in more than 20 countries. Prior to that Melvyn worked for the Boston Consulting Group, where he was their first associate in Sub-S…
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.The team discusses:1. The role of media as part of the job in investment management.2. Robinhood and looking behind the curtain of their business model.3. "Who Cares About Poor Peopl…
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.The team discusses:1. Donald Trump & US Election2.The bicycle of Economics and Politics 3. The coming IPO's4. SPAC's, PIPE's & EV's5. Conglomerates & Competitors - VISA6. Our capital…
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.This episode is a summary of 2020 and all the madness that it was and the view of 2021 that is shared by Bright Khumalo and Thamsanqa NethaWelcome to 2021…
 
Today we are joined by Michael Jordaan, the rockstar banker turned venture capitalist. Where he discusses his upbringing, and how he fell in love with banking which led to him to the top position at First National Bank, and how he quit it all to join his family full-time in a farm down in Stellenbosch, where he makes wine and invest in startups.Mic…
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.Skin in the gameApple & Ad Tracking (Personal Data)Supreme Deal - All ApparelDoorDash - DeliveryAirbnb - Pandemic ProofJeff Bezos - winning in the venture spaceDisney Obama's big boo…
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.Appreciation of guests on the podAmazon's monster numbersAnt Group listingVisa & Master Card growth SAA, SABC SOE and Economic models ( #ThisIsZim2.0)Dangote listingSoftbank & WeWork…
 
Today we discuss with Trevor Muchedzi who is the founder and CIO of One Transaction Capital. His vision is to build an industry-focused global investment company with an entrepreneurial spirit that will partner with talented founders and management teams to create and develop disruptive businesses in developed and emerging markets.Trevor is an avid…
 
Today we are joined by Warren Ingram, author and co-founder of Galileo Capital. Warren is an Executive Director at Galileo Capital where he is responsible for wealth management and retirement planning services. He has been in the private client financial services industry since 1996 and was most recently employed by HSBC Bank (Plc) in South Africa …
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.RIP Ruth Bader GinsbergThe Economics of UFCTesla Killers - GM & NikolaUS Capital Markets - liquidity, growth, SPAC's & listing of loss making companiesThe Apple Event - Transformatio…
 
Today we are joined by the legendary hedge fund manager Cy Jacobs. Cy is a co-founder of 36ONE Asset Management and heads the investment team. Before 36ONE, he was a portfolio manager at Investec Securities, where he was head of the Opportunities Mandate. Prior to that, Cy was a Director at HSBC, where he jointly managed the Nedbank Entrepreneur Fu…
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.We discuss:Black Panther - RIP Chadwick BosemanMTN new CEO Ralph MupitaIPP's and power cutsUnions and Pension fundsSovereign Wealth Funds and State Owed EnterprisesSARB and money sup…
 
Today we are joined by Bright’s Brazilian Jiu Jitsu professor Saul J. Abelson. He’s a landscaper by day and fighter by night. He has a black belt in Judo, Japanese Jiu Jitsu, and Brazilian Jiu Jitsu. His passions are plants and design, his bonsai, writing poetry, making music, jiu jitsu.Saul was brought up in a family of 6 in a religious Jewish env…
 
Today we are joined by Sonja de Bruyn, a tour de force of a lady with over 20 years of experience in the financial services sector having studied Law, Business and Economics. Sonja is a co-Founder and Principal Partner of Identity Capital Partners (“Identity”), a women led investment, advisory and financing firm. Identity has an investment portfoli…
 
Fulu Makwetla is the Founding Partner and Managing Director of Third Way Investment Partners; she is also a non-executive director of All Weather Capital, a Sandton based specialist asset manager. She was previously the Investment Manager of the Government Employees Pension Fund (GEPF) – the largest pension fund in Africa, with assets in excess of …
 
Today we are joined by the awesome Delphine Govender the co-founder and Chief Investment Officer at Perpetua Investment Managers – a value-oriented, long-only investment management firm which commenced operating in October 2012. Delphine is a qualified Chartered Accountant and CFA charterholder. She has been in financial services sector for the pas…
 
Today we are joined by the awesome Delphine Govender the co-founder and Chief Investment Officer at Perpetua Investment Managers – a value-oriented, long-only investment management firm which commenced operating in October 2012. Delphine is a qualified Chartered Accountant and CFA charterholder. She has been in financial services sector for the pas…
 
We are kicking off Women’s Month with a conversation with Sindi Mabaso-Koyana, the co-founder and executive chair of the AWCA Investment Holdings (AIH). She’s a rockstar in Finance; known for her role as a champion for the advancement of women in business and corporate. In this podcast we discuss her upbringing in rural KZN, her passion for auditin…
 
We are kicking off Women’s Month with a conversation with Sindi Mabaso-Koyana, the co-founder and executive chair of the AWCA Investment Holdings (AIH). She’s a rockstar in Finance; known for her role as a champion for the advancement of women in business and corporate. In this podcast we discuss her upbringing in rural KZN, her passion for auditin…
 
Today we are joined by Romeo Kumalo the former ICT executive and investor. We discuss his upbringing in Soweto in the 1980's, his experiences playing sports and music as well as his family members joining the armed struggle. We also talk about his parents and their first interaction at Dube Train Station. Romeo matriculated in Soweto then went on t…
 
Today we talk to Jean-Pierre (JP) Verster one of South Africa's renowned hedge fund managers who over the course his career has made some legendary trades. He is a CA, CFA and CAIA showing his passion for his specialised "Quantamental" investment strategy which he built over 10 years.We discuss his upbringing as well as his outstanding academic jou…
 
Today we are joined by Michael Jordaan, the rockstar banker turned venture capitalist. Where he discusses his upbringing, and how he fell in love with banking which led to him to the top position at First National Bank, and how he quit it all to join his family full-time in a farm down in Stellenbosch, where he makes wine and invest in startups.Mic…
 
Today we are joined by fintech entrepreneur Charles Savage, the founder of EasyEquities and Purple Group. Which has recently launched a new product EasyProperties.Charles started out as a handyman across the world, back packing and experience the globe. He then became an interal auditor at Health and Racket club and this led to the encountering the…
 
Today we’re joined by legendary value investor Piet Viljoen, the founder of Regarding Capital Management (RECM) and and co-founder of RECM & Calibre (RACP, a JSE listed entity). Piet Viljoen recently merged RECM with Counterpoint, a business that founded by his former Allan Gray & Investec colleague Sam Houlie.Piet started out as a lecturer at the …
 
Today we are joined by Craig Gradidge of the investment advisory firm Gradidge Mahura Investments or GMI for short, and one of the best to do it. Craig also has the famous blog “The Gradidge Patch” where he covers a lot of basic personal finance, behavioural finance, but most importantly his unique skills on BBBEE shares.He earned his Bcom degree f…
 
As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.Part 1Joined by Viv Govender of Rand Swiss Offshore, we discuss, podcasting, the power of content producers and influences. The growth of TikTok. Joe Rogan's Spotify deal, Call Me Da…
 
Listen to Bright Khumalo as he speaks to Simon Brown, The Talker, The Investor and The TraderSimon Brown founder of JustOneLap, a free online university that aims to help South Africans learn the basics of personal finance and the world of investing. He writes a couple weekly columns for FinWeek including "Simon Says” where he shares his thoughts o…
 
Listen to Bright Khumalo as he speaks to David Shapiro the Deputy Chairman at Sasfin SecuritiesDavid Shapiro began his career in the markets in 1972, shortly after qualifying as a Chartered Accountant. He’s an investment manager for private clients under the Sasfin Securities umbrella. He’s often on the media as a market commentator on radio 702 & …
 
Join Bright Khumalo and Thamsanqa Netha as they discuss Zoom and it’s growth, Infrastructure spend as a drive for growth, China as a beneficiary of the crisis, Present value of future cashflows, Government bailouts, Bill Ackman and COVID-19, Protectionism on the rise and their stock picks.By Bright Khumalo and Thamsanqa Netha
 
Join Bright Khumalo and Thamsanqa Netha as they discuss the reason behind starting this podcast titled "The Art of Randomness", Intu's misfortunes, Jack Welch's legacy at General Electric, The content race, the impact of the Coronavirus on the economy and markets. They also share what they're reading, watching, and listening to.Look out for a new e…
 
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