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Miss expectations and get slammed (#532)
Episode 532

Miss expectations and get slammed (#532)

WorldWide Markets with Simon Brown · JustOneLap.com

March 15, 202317m 8s

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Show Notes

Simon Shares

  • Silicon Valley Bank collapse, does this put a pause on US rate increases? FOMC next Tuesday/Wednesday.
    • "Moody's cuts outlook on U.S. banking system to negative, citing 'rapidly deteriorating operating environment'"
  • Miss expectations and get slammed
    • Transaction Capital
    • Absa
    • MTN
    • Multichoice
  • Hold winners, ditch laggers.
    • Sun International (JSE code: SUI) vs. City Lodge (JSE code: CLH).

ff

* I hold ungeared positions.