Simon Brown

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Simon Brown

Simon Brown

@SimonPB

talker, investor, trader, photographer, writer, chocolate eater, wine drinker I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @SBGTraderZA

Johannesburg, South Africa Katılım Eylül 2008
1.4K Takip Edilen46.9K Takipçiler
Simon Brown retweetledi
JustOneLap
JustOneLap@JustOneLap·
📅 This Thursday we have a @SBGTraderZA Power Hour, in person or webcast. ° Finding the next Capitec Since listing in 2001 the stock has gone from ±200c to +R4,400.00. A staggering return. In this Power Hour @SimonPB will dissect what went right, what investors need to focus on and how to avoid the ones that look right, but never give the amazing growth that Capitec has done over the decades. Thursday 28 May at 5.30pm 👉 justonelap.com/events/power-h…
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Simon Brown
Simon Brown@SimonPB·
🎧 Pepkor fintech is booming ° Zimele Mbanjwa from FNB Wealth and Investments unpacks Pepkor’s latest results, where fintech delivered strong momentum while clothing sales were more subdued. ° Mihail Vasilescu, CEO of MAS, discusses listed property in Eastern Europe – a high-growth sector attracting growing South African interest. ° Justin Thom of Galetti Corporate Real Estate looks at how the evolution of online shopping is forcing traditional bricks-and-mortar retail to rethink and adapt. moneyweb.co.za/moneyweb-podca…
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Simon Brown retweetledi
JustOneLap
JustOneLap@JustOneLap·
SpaceX IPO'ing 12 June at $1.75 trillion. That is 94x sales. Amazon trades at 4x. Google IPO'd at 10x while growing 240% a year. There will be a pop. The price will not be justified. 🎧 justonelap.com/the-spacex-ipo…
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Simon Brown
Simon Brown@SimonPB·
Tomorrow
JustOneLap@JustOneLap

📅 This Thursday we have a @SBGTraderZA Power Hour, in person or webcast. ° Finding the next Capitec Since listing in 2001 the stock has gone from ±200c to +R4,400.00. A staggering return. In this Power Hour @SimonPB will dissect what went right, what investors need to focus on and how to avoid the ones that look right, but never give the amazing growth that Capitec has done over the decades. Thursday 28 May at 5.30pm 👉 justonelap.com/events/power-h…

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Simon Brown
Simon Brown@SimonPB·
Two key things. Memory chips for AI from the likes of Samsung and SK Hynix. High demand and prices are up 2x-4x with no new capacity so insane profits boosting share prices. But then also financial reforms that have boosted, and will likely to continue to assist, the Stock market. I wrote about it => justonelap.com/the-memory-boo…
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SheKreatesWealth
SheKreatesWealth@KreatesWealth·
@SimonPB Hi Simon. Do you mind explaining what’s happening in South Korea? Why the massive gains?
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Simon Brown
Simon Brown@SimonPB·
Year-to-date in $ our makret is just green .. US doing just great .. South Korea has doubled 👀
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Simon Brown
Simon Brown@SimonPB·
Micron Technology now a $1tn company and a ten-bagger in just over a year
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Simon Brown retweetledi
Moneyweb News
Moneyweb News@Moneyweb·
[PODCAST] On #MoneywebNOW @SimonPB speaks to Adesoji Solanke of Absa CIB about Africa’s booming fintech sector, rising IPO activity, and the future of digital payments across the continent. Listen here: ow.ly/q2gR50Z49MW
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Simon Brown
Simon Brown@SimonPB·
🎧 Pick n Pay: Still a long way to go ° Faheema Adia from Momentum Securities unpacks Pick n Pay’s results as the turnaround continues and supermarket revenue comes under pressure. ° Absa CIB’s Adesoji Solanke weighs in on Africa’s fintech market amid fresh IPO activity and new investment. ° Fedgroup’s Rob Timmis discusses its R500m IDC funding boost for renewable energy projects. moneyweb.co.za/moneyweb-podca…
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JustOneLap
JustOneLap@JustOneLap·
EasyETFs @PurpleGroupPPE listed three new CPI+ AMETFs on the JSE last week: EASY3, EASY5 and EASY7. Targets of CPI+ 3%, +5% and +7% over rolling 3, 5 and 7-year periods. All Reg 28 compliant and tax-free eligible. But do CPI+ funds actually deliver? justonelap.com/three-new-infl…
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Simon Brown retweetledi
JustOneLap
JustOneLap@JustOneLap·
📅 This Thursday we have a @SBGTraderZA Power Hour, in person or webcast. ° Finding the next Capitec Since listing in 2001 the stock has gone from ±200c to +R4,400.00. A staggering return. In this Power Hour @SimonPB will dissect what went right, what investors need to focus on and how to avoid the ones that look right, but never give the amazing growth that Capitec has done over the decades. Thursday 28 May at 5.30pm 👉 justonelap.com/events/power-h…
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Simon Brown
Simon Brown@SimonPB·
Seems a lot ?! Disclaimer .. I am long
The Kobeissi Letter@KobeissiLetter

Shocking stat of the day: Nvidia, $NVDA, now accounts for a record 8% of the S&P 500’s market cap and is now larger than 7 of the index's 11 sectors. The only bigger sectors are Information Technology, Financials, Communication Services, and Consumer Discretionary. Its market cap exceeds the Utilities, Real Estate, and Materials sectors combined. It is also larger than the entire economy of Germany, the world's 3rd-largest and Europe's biggest. $NVDA has contributed 20% of the S&P 500's +9% return year-to-date. The rise of Nvidia is unprecedented.

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Simon Brown
Simon Brown@SimonPB·
Happy Monday :)
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Simon Brown
Simon Brown@SimonPB·
🎧 Luxury weathers the uncertainty ° Independent analyst @jmoyaha_ unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody’s slight upgrade signal improving sentiment around SA? ° @Afrimat_Ltd CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. ° Mark MacSymon from Private Client Holdings explains why the biggest threat to long-term wealth creation isn’t market volatility – it’s investor behaviour. moneyweb.co.za/moneyweb-podca…
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Simon Brown@SimonPB·
US markets closed Memorial Day holiday today
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JustOneLap
JustOneLap@JustOneLap·
EasyETFs listed three new CPI+ AMETFs on the JSE CPI+ is the language we actually think in. We do not care that the Top 40 did 14%, we care if our money beat bread, electricity and school fees. The honest answer on whether these funds deliver: it depends entirely on the rolling window. justonelap.com/three-new-infl…
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Simon Brown
Simon Brown@SimonPB·
So the whole SpaceX business model (according to the IPO company filings) is about AI. But Grok is so far behind they have enough spare capacity to sell $1.2bn to Anthropic every month ?!
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Simon Brown
Simon Brown@SimonPB·
@layoutordie The nasdaq rule change ?! Ya dodge.. not the first won’t be the last
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Keşfet

@SBGTraderZA @PurpleGroupPPE @jmoyaha_ @Afrimat_Ltd @layoutordie @elonmusk @BarackObama @taylorswift13