Buy SA Inc (#544)

Simon Shares SEC sues Binance and CEO for U.S. securities violations. SEC Charges Coinbase for Operating as an Unregistered Securities Exchange, Broker, and Clearing Agency. First quarter GDP was 0.4% and we avoid a technical recession. Pepkor (JSE code: PPH) price slide. Tigerbrands (JSE code: TBS) horror results. Oceana (JSE code: OCE) results knock it out the park. Sun City visit. Excellent resort, but very quiet which many commentators suggest is because it's a random weekend in June? I sent this past weekend at Sun City, vacation club. Some thoughts. The resort is world class, well maintained with a ton to do for kids and adults. 1/n pic.twitter.com/29yaV2GP8b — Simon Brown (@SimonPB) June 5, 2023   Buying SA Inc. Not yet but building a watch list with the plan being to buy 10-15 stocks over the months ahead. Why? Inflation comes down Rates decrease Load shedding ends (Renewable Energy Grid Survey points to 66 GW development pipeline in South Africa). Government finds a way out of the ICC Putin arrest warrant mess. Rand improves (already 100c better than the R20/US$ of last week) I hold ungeared positions. Simon Brown