Sign up to save your podcasts
Or
Share Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense
Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value?
Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity.
He also walks through his new AI-powered research workflow, using Claude and ChatGPT to produce and fact-check full initiating coverage reports on Balwin Properties and Raubex.
Plus: gold miners Goldfields and AngloGold Ashanti on costs, Meta at its cheapest forward PE since 2022, and Open Router token data that shows xAI running a distant fourth behind Anthropic, Google, and OpenAI.
WorldWideMarkets is part of JustOneLap.com.
View all episodes
By www.JustOneLap.comBoxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value?
Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity.
He also walks through his new AI-powered research workflow, using Claude and ChatGPT to produce and fact-check full initiating coverage reports on Balwin Properties and Raubex.
Plus: gold miners Goldfields and AngloGold Ashanti on costs, Meta at its cheapest forward PE since 2022, and Open Router token data that shows xAI running a distant fourth behind Anthropic, Google, and OpenAI.
WorldWideMarkets is part of JustOneLap.com.