business
Hosted by www.JustOneLap.com · business · EN · 622 episodes
Weekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews.Published Thursday every week.
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Contact path
Verified email
Booking probability
47%
Guest openness
Selective
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Signup to Generate a PitchWeekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews. Published Thursday every week.
Recent episodes include "Naspers & Prosus: down 50% in a year; half price, or half the story?" (13 October 2026, 20 minutes), "Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda" (6 October 2026, 21 minutes), and "Two Education Stocks. Both Expensive. Which is the Smart One to Own?" (29 September 2026, 25 minutes).
JSEDirect with Simon Brown publishes roughly weekly, with episodes averaging 22 minutes across 622 episodes.
Booking probability for JSEDirect with Simon Brown is 47%, and the host is rated Selective on guests. JSEDirect with Simon Brown requires a Pod Score of 80 or higher. JSEDirect with Simon Brown's contact route on record: verified email.
The strongest fits for JSEDirect with Simon Brown are Investment Banking & Trading. JSEDirect with Simon Brown has a business audience.
JSEDirect with Simon Brown is a business show with 622 episodes published.
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Episode #698
Naspers and Prosus have roughly halved over the past year. Simon Brown unpacks why: three-quarters of the fall is Tencent, the rest is a stronger rand, while the holdco discount has barely budged at around 40%. At R664...
Episode #697
South Africa sold 61,645 new cars in September, the most in almost 20 years, yet the listed motor stocks are falling. Simon Brown explains why: cheap, well-specced Chinese cars are driving the volume while crushing...
Episode #696
Curro has delisted, leaving ADvTECH and Stadio as the only listed education stocks on the JSE, and both screen as expensive. Simon Brown compares their valuations, looks at the structural shortage of school and...
Episode #695
Platinum smashed its 2008 record in January, then fell almost 50%. Simon Brown works through what actually happened to the platinum group metals and why the JSE-listed miners are still generating enormous cash at the...
Episode #694
Shoprite is trading at all-time highs and has still de-rated 23% in two years. Simon Brown works through the FY26 numbers — 7% revenue growth, a 6% trading margin, HEPS up 12.2% and internal selling price inflation of...
Episode #693
This week WorldWideMarkets runs Simon Brown's keynote from a corporate event: four slides on the four issues facing global markets right now, with AI deliberately left off the list. The world lost roughly 20% of its oil...
Episode #692
US Treasury Secretary Scott Bessent is selling short-dated paper and buying long in an attempt to force the 10 and 30-year yields lower. Simon Brown explains why fighting a market rarely ends well, and what that trade...
Episode #691
Absa and Nedbank are the two cheap banks on the JSE, both trading near 1.2 times tangible book while Standard Bank and FirstRand sit close to two. Simon Brown puts them side by side after both reported and finds numbers...
Episode #690
Pick n Pay has stopped bleeding customers, but it hasn't started healing. Simon Brown goes deep on the retailer's 20-week trading update, where group turnover rose 2.7% while core Pick n Pay SA supermarkets went...
Episode #689
Mr Price and Clicks have both been hammered, and on a chart they look like the same trade. They are not. Simon Brown holds both and spends this episode pulling the two businesses apart to work out which one he actually...
Episode #688
Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the Top 40 and the mid-cap screen to find where quality local yield...
Episode #686
A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon Brown explains why insider selling is only getting started. He then...
Episode #685
Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran —...
JSEDirect with Simon Brown
This week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark. Simon Brown looks at Microsoft, where a forward PE of around 20 against a mean of 33 makes it look inexpensive — except free...
Episode #683
MercadoLibre is down 40% for the year, and Simon Brown argues the market is mispricing it as a retailer while ignoring the fintech engine — Mercado Pago — that is becoming Latin America's biggest digital bank. Total...
JSEDirect with Simon Brown
A US–Iran cessation of hostilities, due to be signed Friday, has collapsed the oil price, firmed the rand back toward 16.00 and let gold hold key support — and Simon Brown argues markets are heading back to where they...
JSEDirect with Simon Brown
The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found...
JSEDirect with Simon Brown
Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and...
JSEDirect with Simon Brown
SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding...
Episode #678
Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom. He unpacks the Pick n...
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