Big Johnson

21-JUL-17

"He (Robert Johnson) went into business with a fellow called Seabury, back in 1873, selling medicated plasters. In other words, the precursor to the bandaid. In a few short years they were a global business, Robert promptly went to the World Fair in Philadelphia in 1876, where a large gathering of doctors (the biggest in US history) heard of the business more widely than before."


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JnJ 2Q numbers

21-JUL-17

Johnson & Johnson or JNJ if you like, reported numbers for their 2nd quarter of their 2017 financial year earlier this week. The history of any business always fascinates me, in this case there were three brothers (obviously called Johnson), the eldest became a pharmacist and went to NYC to start a career as a drug salesman. He (Robert Johnson) went into business with a fellow called Seabury, back in 1873, selling medicated plasters. In other words, the precursor to the bandaid.


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The next generation

20-JUL-17

"Since March 27, 2000, there have been some massive changes in the technology world. Amazon stock is up 1 312 percent. Apple stock is up 2 949 percent. The market cap of Amazon is nearly half a trillion Dollars (which would be a first), Apple is currently 790 billion Dollars. Alphabet has a market cap of 687 billion Dollars, Microsoft is last at 569 billion Dollars and Facebook is 485 billion Dollars."


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Cloudy future

19-JUL-17

"A service where a locked-in contract means that you benefit from better hardware, i.e. the hardware updates and you don't have to pay for it, it is "virtual". As internet speeds have improved, it has become possible to store data anywhere to be accessible at any time. And unfortunately, many businesses just cannot compete with Amazon and their insatiable appetite to spend on their business for future gains."


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Let Business Thrive

18-JUL-17

"With a population estimate of nearly 56 million people in South Africa, 2.85 percent of all South Africans are reliant on the GEPF for their savings and retirement. If you had to say that roughly 1 percent covers another 3 more, it is easy to suggest that this fund is responsible for the well being of 10 percent of South Africans."


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Wells Fargo 2Q numbers - On track

17-JUL-17

Wells Fargo reported numbers Friday, before the market opened, here is the news filing - Wells Fargo Reports $5.8 Billion In Quarterly Net Income. Revenues of 22.2 billion Dollars produced net income of 5.8 billion Dollars, diluted earnings per share clocked 107 US cents, up 6 percent from the prior reporting period. Total average loans grew only a percent to just shy of 957 billion Dollars, what is more interesting is that net deposits grew 5 percent to 1.3 trillion Dollars.


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You can Bank on Profits

17-JUL-17

"Revenues of 22.2 billion Dollars produced net income of 5.8 billion Dollars, diluted earnings per share clocked 107 US cents, up 6 percent from the prior reporting period. Total average loans grew only a percent to just shy of 957 billion Dollars, what is more interesting is that net deposits grew 5 percent to 1.3 trillion Dollars."


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Democratically Speaking

14-JUL-17

"Democracy itself is a very new concept, much of the world does not practice full blown democracies with all of the freedoms that others enjoy. For example, in Sweden, Norway and Iceland, as well as New Zealand and Denmark (and throw in Canada), those countries score really highly on the pillars of democracy, functioning government, civil liberties, political participation, functioning of government and electoral processes and pluralism. There is absolutely no coincidence that the countries that do score high here are rich."


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Cashless is King

13-JUL-17

"Visa recently conducted a study that found that if businesses in 100 cities transitioned from cash to digital, their cities stand to experience net benefits of $312 billion per year. According to this study, in New York City alone, businesses could generate an additional $6.8 billion in revenue and save more than 186 million hours in labor, by making greater use of digital payments."


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Visa pushing for cashless spend

13-JUL-17

"Visa has recognised the net benefits for merchants when they reduce dependency on cash transaction. Visa recently conducted a study that found that if businesses in 100 cities transitioned from cash to digital, their cities stand to experience net benefits of $312 billion per year. According to this study, in New York City alone, businesses could generate an additional $6.8 billion in revenue and save more than 186 million hours in labor, by making greater use of digital payments. This amounts to more than $5 billion annual costs savings for businesses in New York."


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Prime Time

12-JUL-17

"There was a great deal of focus on Amazon, it was after all Prime Day. Prime Day applies to "Prime members", you pay a once off annual fee (annuity income for the company) in order to get access to same day delivery in urban areas, as well as other perks."


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Take it for the Team?

11-JUL-17

"I also think that what is lost on many in this argument of a company saving costs is that the above shareholders also act on behalf of their pensioners. They also act on behalf of public servants and entrepreneurs who save with their institutions. The shareholders act for pensioners present and future, teachers, fireman, policeman, etc."


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EV growth is Electric

10-JUL-17

"Now that the battery is a whole lot more affordable than at any time in history, it makes more economic sense to power your vehicle from home and then heigh ho, off you go. The thing is, in countries that still burn a lot of coal to generate electricity, are you really doing the climate a favour by plugging into the grid?"


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Are Fossil Fuels Getting Old?

07-JUL-17

"We will get there, humanity is more aware of the harmful impact of fossil fuel usage than at any other point in history, it is unfortunately a rich people problem that impacts us all."


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Rand in the Sand

06-JUL-17

"The Zurich listed price, since the clamp down on "gifting" in China, has "gone nowhere" for nearly 50 months. In Rand terms, over 50 months, we are up 46 percent. That is not to say that the Richemont share price has gone up and down in-between, and reached different levels (it has). I am making an observation about the Rand price of an asset being protected by a weakening currency."


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