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A Colleague Said Solar Energy In South Africa Is Crowded – She Was Wrong

Today, Let's Highlight The Great Work That The Youth Are Doing In South Africa

Why Did Founders Fund Give $1 Billion To This Company?

Make Yourself Better Using AI

Podcast Episode: The Investment Firm We Should All Be Talking About

Guest Post: This Is What Building For South Africa Really Looks Like

Why South African Investors Should Rethink How They Back Startups

The "Next" Warren Buffett Runs One of These Firms

Powering South Africa’s Future: A Bold Plan to Shrink Eskom and End Loadshedding

Guest Post: Short Primer on Venture Capital in South Africa

What Does It Mean To Run A Company On A Bitcoin Standard?

Why Did Warren Buffett Retire?

This Company Has the Makings of a South African National Champion

Here’s How AI Is Disrupting Private Equity & Venture Capital

How One Man Grew Yale's Endowment From $1 Billion to $30 Billion

Will This Company Be One of The Biggest Winners From the U.S. Tariffs?

Are These The Three Best South African Stocks to Buy Right Now?

Were Tariffs Just a Tactic For The Mar-a-Lago Accords?

Making Sense of Trump's Liberation Day - (Don't Let The Media Lie To You)

NVIDIA Is Round-Tripping Revenue Through CoreWeave - Strategy or Smoke?

Does NVIDIA Have An Accounts Receivable Problem?

"Big Finance" May Be Valuing X (Formerly Twitter) Incorrectly

Is This The Real Reason Why Warren Buffett Likes Japanese Trading Companies?

We Need To Talk About Stablecoins!

Broadcom’s Trillion-Dollar Blueprint: A Strategic Analysis

What Would Happen If The U.S. Was Missing Half Of Its Gold?

Is the South African Reserve Bank Doing a Good Job?

Quick Essay: The South African Reserve Bank and Critical Moments In Its Mandate

My Response To The Governor of The South African Reserve Bank

Here's Why DeepSeek Dropped Nvidia's Stock by 20%

BRICS Should Be Looking at Bitcoin Instead of Gold

A National Bitcoin Strategy Could Be The Solution For Nigeria

2024 Annual Letter