The Art of Randomness

Melvyn Lubega is a business person and IT entrepreneur. Following his graduate studies at the University of Oxford as a Rhodes Scholar, he co-founded Go1, an international software company that currently serves clients in more than 20 countries.

Prior to that Melvyn worked for the Boston Consulting Group, where he was their first associate in Sub-Saharan Africa. He also did a summer internship at Goldman Sachs in the UK.

Melvyn is Vice-chairperson of the St John’s College Foundation Board. He is an Old Johannian and was Head of School in 2007.

We discuss his upbringing, his roots in Uganda, his academic experiences at the University of Cape Town and Oxford as well as his leadership roles.

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

The team discusses:

1. The role of media as part of the job in investment management.

2. Robinhood and looking behind the curtain of their business model.

3. "Who Cares About Poor People".

4. Elon Musk hosting ClubHouse chats.

5. Jeff Bezos stepping back.

6. All things electronic vehicles - Battery Technology

7. China! - Defending its Turf, AliPay, Jack Ma

8. SoftBank - Staging a comeback (burnt fingers & lessons learned)

9. The future of Google - Structural right to win

10. The numbers! - reporting season, Apple, Spotify, and others

11. SPAC Attack

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

The team discusses:

1. Donald Trump & US Election

2.The bicycle of Economics and Politics

3. The coming IPO's

4. SPAC's, PIPE's & EV's

5. Conglomerates & Competitors - VISA

6. Our capital markets risk & liquidity - Delisting

7. Asset manager skin in the game

8. Chamath Palihapitiya - Climate Change Investments

9. Bright's rant on talent development in the SA listed environment - Pick 'n Pay

10. Stay Safe #COVID19

Thank you for your support #5StarRating #LeaveAReview

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

This episode is a summary of 2020 and all the madness that it was and the view of 2021 that is shared by Bright Khumalo and Thamsanqa Netha

Welcome to 2021

Today we are joined by Michael Jordaan, the rockstar banker turned venture capitalist. Where he discusses his upbringing, and how he fell in love with banking which led to him to the top position at First National Bank, and how he quit it all to join his family full-time in a farm down in Stellenbosch, where he makes wine and invest in startups.

Michael matriculated from Paul Roos Gymnasium, Stellenbosch in 1985. He completed his undergrad degree in Law, M.Comm (Economics), and Ph.D (Banking Supervision) at Stellenbosch University. He’s had a very interesting career in banking from being a management trainee with Deutsche Bank in Hamburg and Frankfurt.

He came back home where he joined RMB where his career accelerated. He held different CEO positions from being the CEO of Origin Bank, to being the CEO of FNB HomeLoans, CEO of eBucks, CEO of FNB Customer Solutions, to finally landing the big job of being the CEO of First National Bank which he held for 10 years.

During his tenure, FNB was named the “World's Most Innovative Bank" in the 2012 Global Banking Innovations Awards, which used to be held in Washington, DC before Covid times. In 2013 he was the Sunday Times Business Leader Award winner and in 2014 was awarded the CNBC All Africa Business Leader of the Year Award.

In 2014 he founded a one man shop venture capital firm Montegray Capital, a name inspired by the mountains of Stellenbosch. He went on to co-found a new digital-only bank called Bank Zero, which doesn’t operate on the same archaic rails as traditional SA banks. Other investments under Montegray include the 5G Telecoms’s business Rain, the Montessori/Cambridge school Newberry House, Bos Ice Tea, a quant-driven investment management firm NMRQL Research etc.

We hope you enjoy this podcast as much as we did making it!

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

Skin in the game

Apple & Ad Tracking (Personal Data)

Supreme Deal - All Apparel

DoorDash - Delivery

Airbnb - Pandemic Proof

Jeff Bezos - winning in the venture space

Disney

Obama's big book deal

What We Are Reading????

Thank you for your support #5StarRating #LeaveAReview

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

Appreciation of guests on the pod

Amazon's monster numbers

Ant Group listing

Visa & Master Card growth

SAA, SABC SOE and Economic models ( #ThisIsZim2.0)

Dangote listing

Softbank & WeWork Valuation

The Future of payments (@MFS_Africa & @PayPal)

Advertising on the Internet (Google)

Pinterest

Spotify!!!!!! - Can they get sports already!

What we are reading???

Thank you for your support #5StarRating #LeaveAReview

Today we discuss with Trevor Muchedzi who is the founder and CIO of One Transaction Capital. His vision is to build an industry-focused global investment company with an entrepreneurial spirit that will partner with talented founders and management teams to create and develop disruptive businesses in developed and emerging markets.

Trevor is an avid growth investor. He runs a weekly blog, The Northerners, where he researches and shares insights into global investment opportunities and portfolio construction strategies. His thesis covers companies that have huge reinvestment opportunity sets, are gaining market share within their core sectors, and have a high Return On Invested Capital (ROIC). The blog is targeted at investors looking to construct diversified global portfolios.

We discuss offshore investing

Key Articles mentioned in the conversation:

1. coversatiohttps://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/

2. https://ark-invest.com/ark-video-archive/

Today we are joined by Warren Ingram, author and co-founder of Galileo Capital. Warren is an Executive Director at Galileo Capital where he is responsible for wealth management and retirement planning services.

He has been in the private client financial services industry since 1996 and was most recently employed by HSBC Bank (Plc) in South Africa where he was responsible for their Wealth Management division.

He's authored two books "Become Your Own Financial Adviser: The Real Secrets to Becoming Financially Independent" and "How to Make Your First Million". Where he shares real South African stories on how to achieve financial freedom.

We hope you enjoy this conversation.

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

RIP Ruth Bader Ginsberg

The Economics of UFC

Tesla Killers - GM & Nikola

US Capital Markets - liquidity, growth, SPAC's & listing of loss making companies

The Apple Event - Transformation of Apple

TikTok & Oracle

RAIN valuation - ARC Rights Issue, REINET, Richmont & regulation of listed investment companies

Youtube - it's global influence & earnings

Snowflake - cloud computing

Venus and proof of life

Ray Dalio and his bad year

Social Dilemma - Netflix