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In this morning's episode of the BizNews Briefing podcast with Alec Hogg, Steven Hurwitz of 36One Asset Management weighs in on Naspers' new CEO Fabricio Bloisi’s 100-day statement. While AI-driven innovations and improved profitability are promising, Hurwitz emphasizes that Naspers' performance remains heavily dependent on its largest asset, Tencent.
Previous episodes
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14334 - Steven Hurwitz on Naspers CEO's 100-day report: AI, investments, and challenges amid global shiftsTue, 22 Oct 2024 - 0h
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14333 - Peter Armitage: Banking sector recovery and South African investmentsTue, 22 Oct 2024 - 0h
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14332 - BizNews Briefing - Featuring Peter Armitage, Steven Hurwitz and Peter MajorTue, 22 Oct 2024 - 0h
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14331 - Unity and growth: Fed Group's vision for SA's recoveryTue, 15 Oct 2024 - 0h
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14330 - BizNews Briefing: David Shapiro - U.S. economy still dominant, SA small-caps poised for growthMon, 21 Oct 2024 - 0h
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14329 - NewsWrap from BizNews: Frans Cronje; Wyatt on Musk, Trump; Michael Jordaan; De Beer on Phala PhalaMon, 21 Oct 2024 - 0h
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14328 - BizNews Briefing: Neil Emerick - South Africa rises in freedom index: Economic freedom and growth amid global challengesMon, 21 Oct 2024 - 0h
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14327 - Col. Chris Wyatt: Musk & Trump, AGOA & the GNU & those elite sex scandals…Mon, 21 Oct 2024 - 0h
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14326 - BizNews Briefing: Piet le Roux - Sakeliga pushes back on BEE regulations in trade dealsMon, 21 Oct 2024 - 0h
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14325 - BizNews Briefing featuring David Shapiro; Piet Le Roux; Neil Emerick and more.Mon, 21 Oct 2024 - 0h
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14324 - De Beer: How politicians are being protected by the “lie of the greater good”Sun, 20 Oct 2024 - 0h
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14323 - Montegray Capital CEO Michael Jordaan: Disrupting banking and investing in energyFri, 18 Oct 2024 - 0h
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14322 - BizNews Briefing - FT on how world sees SA; Arcelor Mittal's CEO; Cornelius Zeeman; Big Tech stocksFri, 18 Oct 2024 - 0h
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14321 - Frans Cronje Pt. 1: ANC gains ground in GNU after 100 days, DA also sees support increaseThu, 17 Oct 2024 - 0h
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14320 - Frans Cronje Pt. 2 - South Africa's strategic shift: Aligning with East or West?Thu, 17 Oct 2024 - 0h
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14319 - NewsWrap from BizNews - Frans Cronje; controversial $75m SA Rugby deal; BHI Ponzi; Gayton McKenzie and more...Thu, 17 Oct 2024 - 0h
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14318 - $4 billion legal battle between Turkcell & MTN over “bribes” to IranThu, 17 Oct 2024 - 0h
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14317 - Springboks Sale Controversy: Altvest CEO Proposes Local OwnershipThu, 17 Oct 2024 - 0h
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14316 - BizNews Briefing - Piet Viljoen; Walter Aylett; Kamala Harris; ASML; Karoooo; QuilterThu, 17 Oct 2024 - 0h
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14315 - NewsWrap from BizNews - Banxso; Mchunu; Swanepoel; Kooyman; KaroooooWed, 16 Oct 2024 - 0h
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14314 - Mark Satchel: How Quilter's tech overhaul is fueling UK wealth management successWed, 16 Oct 2024 - 0h
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14313 - Thumbs up for Mchunu, Thumbs down for SimelaneWed, 16 Oct 2024 - 0h
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14312 - Karooooo CEO Zak Calisto on NASDAQ success and future growth potentialWed, 16 Oct 2024 - 0h
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14311 - BizNews Briefing - Mining, Banking, SA's comeback and ASML with Swanepoel, KooymanWed, 16 Oct 2024 - 0h
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14310 - Farmers aren’t among Steenhuisen knockers - he’s “doing the business”Tue, 15 Oct 2024 - 0h
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14309 - NewsWrap - Farmers and Steenhuisen; Gautrain drain; Property rising; SA’s brighter economy; Johnson on corruption.Tue, 15 Oct 2024 - 0h
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14308 - Magnus Heystek shares bullish view on SA property, US tech and Sygnia’s world-beating fundTue, 15 Oct 2024 - 0h
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14307 - The “financial trainwreck” that is the Gautrain….Tue, 15 Oct 2024 - 0h
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14306 - Warren Wheatley: Altvest's bold move to JSE and exclusive offshore investmentsMon, 14 Oct 2024 - 0h
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14305 - BizNews Briefing - RIP Tito; De Beer on Phala Phala; Wheatley on AltVest listing and more.Mon, 14 Oct 2024 - 0h
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14304 - Calgro M3's resilience amidst revenue drop - Wikus LateganMon, 14 Oct 2024 - 0h
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14303 - Cyril’s cover-up, Zuma’s constitution, gatvol Gauteng - and the loss of Tito…Sun, 13 Oct 2024 - 0h
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14302 - Cornelius Zeeman: Global investors eye SA, but sceptical of Ramaphoria 2.0 and mining growthThu, 10 Oct 2024 - 0h
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14301 - Equites Property CEO highlights growth, retail ties, and Amazon’s market disruptionThu, 10 Oct 2024 - 0h
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14300 - Mantengu Mining CEO Miller eyes transformation with Blue Ridge Platinum acquisitionThu, 10 Oct 2024 - 0h
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14299 - SARS warns crypto traders: Declare profits or face penaltiesThu, 10 Oct 2024 - 0h
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14298 - BizNews Briefing - Mashaba on Gauteng; SARS crack down on Crypto; Investing in SA and more...Thu, 10 Oct 2024 - 0h
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14297 - Herman Mashaba: The DA negotiates like SA is a one-party state…Thu, 10 Oct 2024 - 0h
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14296 - Anchor Capital's Peter Armitage: SA investments set for a comebackWed, 09 Oct 2024 - 0h
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14295 - Helen Zille on national unity: DA's role in South Africa's political futureWed, 09 Oct 2024 - 0h
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14294 - BizNews Briefing: Zille on Tshwane; Bateman on Lesufi; Afrimat; Peter Armitage; BHI PonziWed, 09 Oct 2024 - 0h
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14293 - Afrimat CEO Andries van Heerden: Tough times, turnarounds, and future growthWed, 09 Oct 2024 - 0h
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14292 - Unmasking the BHI trust: South Africa's R2.9 billion ponzi schemeWed, 09 Oct 2024 - 0h
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14291 - AfriForum goes after Lesufi for “covering up corruption”Wed, 09 Oct 2024 - 0h
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14290 - Jean Pierre Verster: China’s market moves, global impact, and investment insightsTue, 08 Oct 2024 - 0h
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14289 - Global v/s local investing: Why Byron Lotter, Vestact are staying bullish on US stocks despite SA’s rallyTue, 08 Oct 2024 - 0h
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14288 - Piet Viljoen: Opportunities and risks in SA’s rebounding marketTue, 08 Oct 2024 - 0h
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14287 - BizNews Briefing - SAPS Whistleblower; JP Verster; Piet Viljoen; Neil de Beer and moreTue, 08 Oct 2024 - 0h
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14286 - I know I am going to be killed by the police - SAPS WhistleblowerTue, 08 Oct 2024 - 0h
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14285 - Heystek: Global markets surge amid US optimism, but Middle East tensions loomMon, 07 Oct 2024 - 0h
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