CannonAssetManagers

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CannonAssetManagers

CannonAssetManagers

@CannonAssets

We are true investors. Through our rigorous research process, we seek out the best investment opportunities across all asset classes locally and internationally

South Africa Katılım Nisan 2011
283 Takip Edilen7K Takipçiler
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Adrian Saville
Adrian Saville@AdrianSaville·
After an extraordinary 22-year journey, and the privilege of working with incredible investors and wonderful people, I share my last weekend read as a "Cannonite" mailchi.mp/27110c4e8df5/w… - thank you @CannonAssets
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Tobias Carlisle
Tobias Carlisle@Greenbackd·
My chat with @AdrianSaville on pan-African and frontier investing: * The African Century * Neutralizing Macro Risks $NPSNY, $TCEHY & Holdcos * Dealing With Accounting & Regulatory Regimes In Frontier Markets * $TLKGYs Masts, Towers & Property Subsidiary Gyro * SuperDogs
Acquirer’s Multiple®@acquirersx

(Ep.107) The Acquirers Podcast: Adrian Saville – African Value: Value Investing Across African And Other Frontier Markets acquirersmultiple.com/2021/03/ep-107…

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CannonAssetManagers
CannonAssetManagers@CannonAssets·
ALSI goes from deep despair (-4sd) to booming optimism (+4sd). A move of 8sd in a little over 10 months.
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MyPath™
MyPath™@MyPath_Global·
Member of the CPI team and CEO of YES: Tashmia Ismail-Saville and South Africa's Mask Initiative! youtu.be/BmTY6BvHX3c via @YouTube
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CannonAssetManagers
CannonAssetManagers@CannonAssets·
@SimonPB And for all of the investors in marijuana - a long time before this *boom* there was a gold miner called East Dagga. Forty years ahead of the pack. * So many puns in there, stand up comedy next
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jeroen blokland
jeroen blokland@jsblokland·
The distribution of US #equity #returns since 1825 (ht Brian Wälchli)
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Tobias Carlisle
Tobias Carlisle@Greenbackd·
My bias is bearish, and I've been wrong for a decade, so take this with a grain of salt, but these charts are peak cognitive dissonance for me. Massive ramps in: 1. Small call volume 2. Unprofitable stocks, and 3. Heavily shorted names. Market all-time highs and VIX elevated.
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Bronwyn Nielsen
Bronwyn Nielsen@bronwynnielsen·
Great to have our @davidshapiro61 back after a very tough personal time, @LindsayBiz says January tells you that 2021 is the vindictive sister, brother cousin of 2020 @Mia_Kruger is firing on all cylinders with earnings news Full show lnkd.in/gk5WWq2 Janine Bester-Gertzen
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