12 Podcast Episodes
Kokkie Kooyman: Why SVB collapse hit banking stocks so hard; plus back story on Absa, TransCap
Kokkie Kooyman: Why SVB collapse hit banking stocks so hard; plus back story on Absa, TransCap
The collapse of Silicon Valley Bank, the US's 16th largest, sent shock waves through global markets, knocking banking sh... Read more
15 Mar 2023
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21mins
Banks prepared for greylisting, extra scrutiny for third parties, more hurdles for investors – Kokkie Kooyman
Banks prepared for greylisting, extra scrutiny for third parties, more hurdles for investors – Kokkie Kooyman
South Africa has been placed on a global financial watchdog’s so-called grey list denoting nations with shortcomings in ... Read more
24 Feb 2023
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26mins
Kokkie Kooyman: Bank lending data reflects SA's "privatisation by stealth" - businesses investing as State services fail
Kokkie Kooyman: Bank lending data reflects SA's "privatisation by stealth" - businesses investing as State services fail
South Africa is a fresh example of how the invisible hand of free enterprise steps in when socialist fantasies collapse.... Read more
15 Feb 2023
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21mins
World class Kokkie Kooyman of Denker Capital on 'greylisting' - and the bank shares to buy now
World class Kokkie Kooyman of Denker Capital on 'greylisting' - and the bank shares to buy now
After a decade in the wilderness, South African banking shares are coming back into their own with positive winds now fi... Read more
17 Oct 2022
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28mins
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
Betting ANC (mis)rule ends after 2024 Elections? Buy SA banks ahead of economic rebound - Kokkie Kooyman
Betting ANC (mis)rule ends after 2024 Elections? Buy SA banks ahead of economic rebound - Kokkie Kooyman
With the ANC likely be sent to the sidelines by an angry electorate in 2024, the smart money is seeking opportuntities t... Read more
19 Jul 2022
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17mins
Kokkie Kooyman ranks SA banks - and two stocks are standouts for value investors
Kokkie Kooyman ranks SA banks - and two stocks are standouts for value investors
South Africa's globally rated financial services analyst Kokkie Kooyman runs through the relative value offered by the c... Read more
12 Oct 2021
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15mins
Other People’s Money, Kokkie Kooyman, Executive Director & Portfolio Manager at Denker Capital
Other People’s Money, Kokkie Kooyman, Executive Director & Portfolio Manager at Denker Capital
Guest: Kokkie Kooyman | Portfolio Manager at Denker | See omnystudio.com/listener for privacy information.
10 May 2021
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19mins
Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views
Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views
6 May 2021
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17mins
Investment Insights - Kokkie Kooyman
Investment Insights - Kokkie Kooyman
Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Financials Fund discusses the COVID-19 crisis and resultan... Read more
20 Apr 2020
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29mins