17 Podcast Episodes
Investment masterclass (and a must-read book) from “second level thinker” Sean Peche
Investment masterclass (and a must-read book) from “second level thinker” Sean Peche
Ranmore Funds founder Sean Peche is cementing his position among the top-performing 1% of global equity funds by discipl... Read more
28 Sep 2023
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23mins
Sean Peche on power of executive culture: Japan's corporate advantage, SA Govt's obvious deficiency
Sean Peche on power of executive culture: Japan's corporate advantage, SA Govt's obvious deficiency
Leading global fund manager Sean Peche has a rational perspective on why the Rand has tanked in the past week - it lies ... Read more
15 May 2023
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23mins
The Value Perspective with Sean Peche
The Value Perspective with Sean Peche
This week we’re joined by Sean Peche, who you may know as a founder and portfolio manager at Ranmore Fund Management her... Read more
2 May 2023
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49mins
BNC#5: Q&A with Sean Peche - How to stay among the world’s 1% performers
BNC#5: Q&A with Sean Peche - How to stay among the world’s 1% performers
During BNC#5, Ranmore founder Sean Peche was quizzed on a variety of topics, starting off with how he intends keeping hi... Read more
27 Mar 2023
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24mins
BNC#5: Size anchoring growth - Sean Peche on whether investments do better in speedboats or tankers.
BNC#5: Size anchoring growth - Sean Peche on whether investments do better in speedboats or tankers.
In this recording of his keynote to the 5th BizNews Conference, a global investment specialist poses a question that's q... Read more
27 Mar 2023
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26mins
Sean Peche calls timeout on Big Tech stocks - plenty better investments. Here's where to find them.
Sean Peche calls timeout on Big Tech stocks - plenty better investments. Here's where to find them.
After the January Jump, fans of US Big Tech stocks have been calling the end of their slump. However, Ranmore Funds foun... Read more
20 Feb 2023
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22mins
‘Lower the cost of capital and drive economic growth’ - Sean Peche Q&A
‘Lower the cost of capital and drive economic growth’ - Sean Peche Q&A
In this Q&A session off the back of his presentation at BNC#4, Sean Peche of Ranmore funds answers questions regardi... Read more
7 Oct 2022
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45mins
Sean Peche: Applying Buffettology 101 and Level Two thinking - If you can't buy UK companies now, you never will.
Sean Peche: Applying Buffettology 101 and Level Two thinking - If you can't buy UK companies now, you never will.
It's back to a focus on investments in our regular interview with top performing global fund manager, London-based value... Read more
3 Oct 2022
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21mins
Right of Reply: Coronation responds, in detail, to Sean Peche's allegations on the alleged Performance Fee rip-off
Right of Reply: Coronation responds, in detail, to Sean Peche's allegations on the alleged Performance Fee rip-off
For the past three weeks South Africa's largest asset managers - and particularly Coronation, Allan Gray and Ninety One ... Read more
9 Sep 2022
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1hr
BBB Ep 43 - Financial whistleblower Sean Peche "blown away" by reaction to expose'; Eloff, Donaldson revisit R30bn PBMR nuclear plan
BBB Ep 43 - Financial whistleblower Sean Peche "blown away" by reaction to expose'; Eloff, Donaldson revisit R30bn PBMR nuclear plan
In this episode of the Briefing, we're joined by financial whistleblower Sean Peche for reaction to his blockbuster expo... Read more
25 Aug 2022
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29mins