Sean Peche - Praising Mteto; comparing Discovery and Remgro; and stocks after rate cut

Loading player...
Ranmore founder Sean Peche specialises in finding cheap shares, often among the neglected small and medium-sized listed companies. He pays little attention to the ‘big news’ like the surprise 50 basis point rate cut from the US Fed, preferring to focus on areas where he can see opportunities to buy low and sell high. Freshly returned to his UK base from BNIC#1, Peche identifies the star of that show (Mteto Nyati) and uses the advantage of fresh eyes to compare annual results just released by Discovery and Remgro. He spoke to BizNews editor Alec Hogg.
19 Sep 2024 10AM English South Africa Investing · Business News

Other recent episodes

The Business Show: Stephen Cranston’s The Mavericks - How three firms dominated SA finance

Journalist and author Stephen Cranston unpacks his book The Mavericks, revealing how Allan Gray, Coronation, and Investec’s NinetyOne reshaped South Africa’s financial services industry. From Coronation’s explosive breakout to Allan Gray’s long-term genius and NinetyOne’s global ambitions, Cranston explores the partnerships, culture shifts, and bold moves that defined an era,…
8 Sep 5AM 14 min