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Small Caps by Keith Mclachlan - 1M ago
Many (many) years ago when I was an equity analyst at Standard Bank, I decided to cover EOH Holdings Ltd (code: EOH). If memory serves me ..read more
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Small Caps by Keith Mclachlan - 1M ago
Exert below is from June 2019 letter to investors (link) where I touch on high-level commentary around our top ten small cap investments. ..read more
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Small Caps by Keith Mclachlan - 1M ago
Wescoal (WSL) released their FY 19 results yesterday showing earnings basically halving off a terrible H2:19 period. Counterparty risk ..read more
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Small Caps by Keith Mclachlan - 2M ago
Following all the local corporate failures, the media and many (ill-informed) investors have savagely turned around and blamed the external ..read more
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A Tax-Free Savings Account (TFSA) offers a superb, tax-efficient mechanism to compound long-term investments for South African citizens ..read more
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Small Caps by Keith Mclachlan - 2M ago
Firstly, I apologize for the lack of recent posts on this website. Life and markets have kept me very busy and, unfortunately, my investors ..read more
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If you stand back from the noise, we made an investment into CSG Holdings (code: CSG) due to several concurrent factors that we believed ..read more
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Small Caps by Keith Mclachlan - 4M ago
As an empowered investment company under John Copelyn’s stewardship, Hosken Consolidated Investments (code: HCI) has outperformed both ..read more
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Foreign capital has been selling our local equity market. To be honest, I think so has local capital. And all of this capital has been ..read more
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Small Caps by Keith Mclachlan - 6M ago
Wilson Bayly Holmes-Ovcon (code: WBO) put out a terrible trading update last week indicating that they expected H1:19 HEPS to basically ..read more

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