David Shapiro: Stocks on sale - Sasol at 2005 prices, Discovery at 2014. Mr Market over-reacting

Loading player...
South Africa's favourite market commentator David Shapiro is licking his lips at the value which South African shares are offering today's investors, especially Sasol and Discovery. He discusses the attraction of both companies in this interview, from the latest episode of Rational Radio. Not often you get to see a dripping roast like this - but as Shapiro explains, Mr Market seems to have completely "lost it" over the spread of the Coronavirus. - Alec Hogg Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Feb 2020 10AM English South Africa Investing · Business News

Other recent episodes

Juanita Du Preez: Mchunu, Mkhwanazi, Masemola, Matlala, Mashatile…

The fusion of crime and South African politics remains in the headlines. In her latest interview with Chris Steyn, Action Society's National Spokesperson, Juanita du Preez, comments on Special Leave Police Minister Senzo Mchunu resuming his duties as a member of the African National Congress (ANC) NEC; KwaZulu-Natal Provincial Commissioner…
31 Mar 9AM 13 min

BNC#8 Piet le Roux Q&A - Economy, policy, and the crisis no one talks about

A hard-hitting conversation with Piet le Roux confronts South Africa’s uncomfortable truths: slowing growth, rising policy risks, and fragile infrastructure. While not yet a full crisis, warning signs are intensifying. The discussion challenges complacency, urging honest language about transformation policies and their consequences. It highlights the limits of politics alone…
31 Mar 8AM 24 min