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
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