TSMC’s Record-Breaking Results

Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations.

Gold: Continuing the Bull Run

Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz.

Gold | Weekly | 21 January 2025

Brent Crude Oil Concerns

Rising oil prices could hurt both the global and South African economies.

Trump Meme Coins & Meme Coin Mania

Trump and Melania meme coins: Novelty or nonsense? Simon unpacks the hype.

Grinrod & Mozambique Challenges

Operational risks in Mozambique but potential opportunities with Transnet’s private rail plans.

Sasol: A Case of Caution Chemical spin-offs and high oil prices spark discussion, but Simon isn’t convinced to buy. Cristal  Challenge

Simon’s picks for the Cristal  Crystal Challenge: Shoprite*, Purple Group*, ADvtTch*, Calgro M3*, and Richemont*.

Simon Brown

* I hold ungeared positions.

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