Regulation of OTTs

First Avenue’s TMT analyst, Nadim Mohamed, spoke to BusinessDay TV about the recent hearings by the Parliamentary Portfolio Committee on telecommunications into the regulation of OTTs and their impact on South African telecommunication firms.  To view the full interview, click here.

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Investing in Human Ingenuity – Moneyweb

First Avenue’s CIO and portfolio manager, Hlelo Giyose, spoke to Ryk van Niekerk from Moneyweb about our philosophy and process.  Particular emphasis is placed on our preference for companies with inflation that represent human ingenuity and have inherent inflation fighting properties.  Click here to listen to the interview.

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Stock Pick Monday – 702

On 14 December, 2015, Nadim Mohamed provided his stock picks on The Money Show on radio 702.  He explained the rationale for choosing Naspers, EOH and Mediclinic.  Click here to listen to the interview.

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MTN Fined by Nigerian Regulator

On 3 November, 2015, the Nigerian Communications Commission (NCC) fined MTN a record amount of $5.2 billion for failing to disconnect 5 million unregistered subscribers in their Nigerian operation.  The scale of the fine represented 20% of their market capitalisation prior to the announcement. First Avenue’s Hlelo Giyose commented on MTN’s handling of the fine on […]

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Tiger Brands CEO Departure

First Avenue’s CIO and portfolio manager, Hlelo Giyose recently commented on the stepping down of Peter Matlare as CEO of Tiger Brands.  Listen to the interview with Bruce Whitfield on Cape Talk and 702 by clicking here.

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Disruption in the Print Media Industry

At First Avenue, we focus extensively on the ability of a company to build, and invest in, a sustainable economic moat that drives value creation. However, disruptive business models are often the ‘curveball’ that can destroy existing value. We therefore pay close attention to these forces in our investment analysis. It is particularly fascinating to […]

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First Avenue Institute Launch

On 29th June, 2015, First Avenue launched its Corporate Social Investment Initiative, The First Avenue Institute.  The objective of the institute is to stimulate interest in the fields of Science, Technology, Engineering and Mathematics for less privileged schoolgirls.  We achieve this through a one-week school camp for learners at the University of Johannesburg TechnoLab.  For our inaugural school […]

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Stock Pick Monday

First Avenue’s analyst, Nadim Mohamed, appeared on The Money Show on Radio 702 to give his stock picks for the week.  These were Vodacom, EOH Holdings and AVI.  Click here to listen to his interview with Bruce Whitfield.      

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