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All Episodes

Supernatural Stocks — 98 episodes

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Title
1

Hype, poor research and concentration: investors’ biggest risks

2

Elephants and Ebitda

3

The Africa risk spectrum

4

Why FirstRand trades at a premium

5

Six insights from Spur

6

Software-as-a-service in an AI world …

7

Airbnb cardboard box strategy

8

Avoiding the AI arms race and buying Netflix

9

Gloves are off in retail

10

Opportunistic investing – an oxymoron, or just a smart approach?

11

Banking on the US ...

12

“Beating the index” in 2026

13

Buffett, and why you need to eat with management

14

Why the Mr Price deal sucks

15

Nedbank investors need a bigger boat

16

Burry vs. the AI establishment: a bubble, or just fizz?

17

Sens and sensibility: Hunting for stock-pick treasures

18

Paramount Skydance’s first 100 days

19

Sappi and Sibanye-Stillwater: what do they have in common?

20

Notes from AI land: Microsoft, Meta and Alphabet

21

Capital rotations: defence and technology

22

Notes from Wall Street

23

Will the Kering turnaround reshape the luxury sector?

24

Bullish on bears: The Build-A-Bear story

25

The risks of retail

26

What Darden Restaurants teaches us about Uber (and more)

27

Spotting red flags in deals

28

What Snoop Dogg can teach us about property

29

The margin glow-up: why retailers love beauty

30

US retail triumphs despite tariffs

31

Nedbank vs Standard Bank and MTN: The macro makes you money

32

The Foschini Group has ambitions abroad – but isn’t local more lekker?

33

Microsoft, Meta and Apple: 15% of my portfolio

34

Troubled Tesla and the Terrible Tariffs

35

Earnings season megatrends: AI and European defence

36

Dimon is worried, but is Europe a valid alternative?

37

Sun International’s lucky escape

38

The financial ambition at Prosus

39

Virgin Active: Smoothie operators

40

Market gifts: when bad prices happen to good stocks

41

Who moved SPAR’s cheese?

42

Crouching Tiger, hidden margins

43

Sasol: Five miracles and a dream

44

Lewis and Southern Sun: The JSE’s best-kept secrets?

45

Why Krispy Kreme is the poster child for 'that stock is a doughnut'

46

No spark for European car companies

47

From bricks to fees: How property funds are reinventing growth

48

PSG Financial Services: my preferred Easter Bunny treat

49

Magnificent or meh? Navigating the tech turmoil

50

The problem with 'just tell me what to buy'

51

Is the Ease of Doing Business Index worth anything?

52

Time to tee up in your portfolio?

53

Three strategies for a 'scare' market

54

Woolworths needs to look in the mirror

55

Why Prosus is acquiring Just Eat Takeaway

56

Are dividends sticky?

57

What Coinbase and Airbnb can teach us about share price reactions

58

Why guidance matters more than earnings

59

Microsoft: Still my ride or die

60

Januworry for retail stocks

61

Should I stay or should I go? When to sell and when to reduce

62

Is the rest of Africa uninvestable?

63

Magic and Warhammer: The power of wide-moat IP

64

The Finance Ghost’s top Supernatural Stocks podcasts for 2024

65

Nike is on the watchlist

66

Understanding PE multiples: The sub-10 and over-20 clubs

67

To sell or not to sell: Mastering the art of exiting a stock

68

Location, location, location: Is Cape Town the new Poland?

69

What drives share prices higher?

70

Boxer bunfight: Should you go for rare SA IPO opportunity?

71

TFG vs Truworths: Pick your fighter

72

Magnificent Meta and Microsoft

73

Are we seeing a consumer-led GNU recovery?

74

Why 1 plus 1 sometimes equals 2.2

75

The great ‘tax-free savings account’ rotation – did it work?

76

Here’s why it’s never too late to catch market winners

77

What’s making some tourism stocks look like the better play

78

Lower interest rates, higher share prices: The investor's edge explained

79

Retail roulette: Navigating the highs and lows of SA’s shopping giants

80

China rattles global auto sector ...

81

Stocks that are blossoming

82

Do dividends really matter?

83

Top-down vs bottom-up: How Shoprite stacks up against Costco and Walmart

84

'Bomb Squad' stocks: Afrimat vs JSE

85

China's economic shift: The hidden risk lurking in your stocks

86

From boredom to boardroom blunders

87

Themes: Good for birthday parties – and portfolios

88

The great tax-free savings account rotation

89

The long and the short of it: Cashbuild vs. Mr Price

90

Understanding banking earnings

91

Dubai dreams and London lags: An investor’s global perspective

92

Ferrari and its 50 price-earnings multiple

93

Walmart shines while local retailers struggle: A tale of two markets

94

Woolworths's rocky turnaround and Pepkor's steady rise

95

What to take a bite of on the JSE?

96

New Naspers CEO sparks hope … and MTN faces harsh realities

97

Gold's rollercoaster, Renergen's gamble, and Berkshire's steady rise

98

The Finance Ghost’s Supernatural Stocks podcast debuts on Moneyweb