Self-Taught MBA Podcast

<p>To Investors,</p><p>“Capital flows to where it’s treated best.”</p><p>I’ve been pondering why the venture capital ecosystem in South Africa isn’t as vigorous as it is in other regions globally. We can talk about...

<p>To Investors,</p><p>Last year I wrote a letter to this group suggesting that the South African government should intentionally make Eskom smaller, reduce Eskom’s market share in the energy supply chain, for the...

<p>To Investors,</p><p>Today’s letter features a guest post by Ross Jenvey, a former Partner at Kingson Capital, with eight years of experience as an operator in the South African venture capital industry. As an insider...

<p>To Investors,</p><p>I’m always intrigued by innovative ways of doing traditional things. I’ve increasingly been intrigued by how companies are looking at bitcoin and deciding on how to participate in the bitcoin...

<p>To Investors,</p><p>Last week investors and fans gathered for another Berkshire Hathaway Annual General Meeting. Towards the end of the meeting Warren Buffett announced that he’s stepping down as Berkshire CEO and...

<p>To Investors,</p><p>In previous letters, while researching and writing about the significance of the recently imposed U.S. trade tariffs and various trade dynamics, I’ve also become increasingly aware of companies or...

<p>To Investors,</p><p>The other day I came across a post from Steven Bartlett about how there isn’t enough of a discussion about AI agents and how they are disrupting every industry. I wanted to discuss how these...

<p>To Investors,</p><p>By chance I came across some lessons about how the Yale Endowment grew from $1 billion to $30 billion between 1985 and 2021. The architect of that achievement was a guy called David Swensen, who...

<p>To Investors,</p><p>In a previous letter I had mentioned how one of the main reasons for the U.S. imposing tariffs on imports is to create supply chain resiliency in key industries. I glossed through the specifics in...

<p>To Investors,</p><p>Yesterday I did something a little unusual, I asked Perplexity to give me the three South African stocks that it thinks are the most attractive to buy right now. I also told the model to optimise...

<p>To Investors,</p><p>The last 12 or so days have been wild. Trump’s Liberation Day tariff announcement shook everyone. Global stock markets were down, then went back up, tensions were high as some national leaders...

<p>To Investors,</p><p>On April 2nd President Trump announced a wide range of tariffs on goods imported into the United States. This day was called “Liberation Day”. But you might wonder: ‘liberation from what? The...

<p>To Investors,</p><p>In any business, in any industry, revenue growth can be a dazzling figure, until you look behind the curtain. One term that I recently understood is “round-tripping revenue,” a practice where...