22 Podcast Episodes
Piet Viljoen cheers end of suddenly departed Naspers CEO, Bob "40% value destroyer" van Dijk
Piet Viljoen cheers end of suddenly departed Naspers CEO, Bob "40% value destroyer" van Dijk
Veteran money manager Piet Viljoen is shedding no tears for how Naspers/Prosus dispatched Bob van Dijk, its CEO of the p... Read more
19 Sep 2023
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20mins
Piet Viljoen lays into Naspers management for “feeding” at shareholder expense
Piet Viljoen lays into Naspers management for “feeding” at shareholder expense
Veteran money manager Piet Viljoen has been on the warpath against Naspers management in the runup to Tuesday’s release ... Read more
23 Jun 2023
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22mins
BNC #5 Piet Viljoen part 2 - “Assets will fly in this country if Rainbow coalition assumes power in 2024
BNC #5 Piet Viljoen part 2 - “Assets will fly in this country if Rainbow coalition assumes power in 2024
In the follow-up to his BNC#5 presentation Piet Viljoen delves into what he thinks will happen in 2024 if either an ANC/... Read more
19 Apr 2023
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17mins
BNC#5 - Piet Viljoen: You are not Chuck Norris, take advantage of valuations and don’t put all your money in SA
BNC#5 - Piet Viljoen: You are not Chuck Norris, take advantage of valuations and don’t put all your money in SA
In this BNC#5 presentation, portfolio manager, Piet Viljoen, delves into his portfolio of undervalued securities and war... Read more
18 Apr 2023
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23mins
Piet Viljoen identifies JSE-listed stocks to benefit from SA's must-do electricity turnaround.
Piet Viljoen identifies JSE-listed stocks to benefit from SA's must-do electricity turnaround.
Value investor Piet Viljoen applies Second Level Thinking to SA's electricity crisis - and shares some fresh twigs in ho... Read more
10 Feb 2023
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22mins
Investment debate with Piet Viljoen and Cy Jacobs
Investment debate with Piet Viljoen and Cy Jacobs
A must watch investment debate between master fund managers Cy Jacobs of 36ONE and Piet Viljoen of Counterpoint at the B... Read more
6 Oct 2022
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47mins
Q&A with Piet Viljoen on performance fees, his bundle of twigs investment method and Magnus Heystek
Q&A with Piet Viljoen on performance fees, his bundle of twigs investment method and Magnus Heystek
In this question and answer session from BizNews Conference #4, Piet Viljoen discusses his investment portfolio method o... Read more
3 Oct 2022
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19mins
How to change your thinking on managing money - Piet Viljoen
How to change your thinking on managing money - Piet Viljoen
In this fascinating talk from money manager Piet Viljoen at BNC#4, he suggests methods and principles to think about whi... Read more
20 Sep 2022
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23mins
Piet Viljoen's updated guide to smart investing: Booming US dollar, stock ratings won't last forever. Prepare accordingly.
Piet Viljoen's updated guide to smart investing: Booming US dollar, stock ratings won't last forever. Prepare accordingly.
Deeply rational Piet Viljoen updates us on his investment perspectives in this wide ranging interview with Alec Hogg of ... Read more
7 Sep 2022
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21mins
BBB Ep 17 - Netflix loses subscribers, shares surge; Bitcoin booms; US equities jump most in a month; Piet Viljoen on when to sell; Kokkie Kooyman on what banks to buy; Brazilian Zuma favourite to become Prez
BBB Ep 17 - Netflix loses subscribers, shares surge; Bitcoin booms; US equities jump most in a month; Piet Viljoen on when to sell; Kokkie Kooyman on what banks to buy; Brazilian Zuma favourite to become Prez
After two quarterly reports which Wall Street hated, Netflix gave the US markets a boost last night with a set of financ... Read more
20 Jul 2022
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32mins