In The Press

By Pieter Hundersmarck Summary Take-Two Interactive is a video game publisher with excellent management, a wide moat of popular content and execution skills, and significant growth opportunities. Its main studio is Rockstar Games, a legendary outfit amongst game enthusiasts. Rockstar Games created Grand Theft Auto,...

As published in BusinessLive.co.za on 28 February, 2021 by Kyle Wales Environmental, Social and Governance or “ESG” issues are becoming increasingly relevant investment considerations. The rise of ESG investing has accompanied the rise in general social appreciation of the various environmental, social and governance issues facing...

As published in Money Marketing on 2 February, 2021 by Kyle Wales As the performance gap between so-called growth and value stocks has reached its widest on record, even wider than during the 1999 dot-com bubble, predictions of value’s resurgence have become increasingly insistent. But...

As published in the Business Maverick on 30 January, 2021 by Kyle Wales A consequence of the loose monetary policies around the world is that safe-haven assets such as gold have made a resurgence in investor portfolios. However, the performance of gold has been completely overshadowed...