Deere & Co is like the Apple of tractors, with technologically advanced products and a recognition of the value of building an as-a-service business with recurring income. Historical financial performance is strong to say the least, with this industrial stalwart making a strong case as a buy-and-forget stock. But what does the near-term view suggest?
With snow in Johannesburg, we found this a good time to get into a discussion with Wandile Sihlobo to unpack the changing weather patterns and what it means for the different agricultural sectors. We also discuss the investment case for South African agriculture as a whole.
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, "Finding Common Ground: Land, Equity, and Agriculture". Sihlobo is a member of the Presidential Economic Advisory Council and has served in roles at Stats SA and the International Trade Commission of South Africa. In summary: there is nobody better to speak [...]
All great startups must evolve with time and Magic Markets is no different. We've decided to do two shows per week, because there's so much to talk about and we are having a lot of fun This also means that each episode will be shorter, which means you'll find it easier to find a gap in your day to listen to our discussions on interesting market concepts, themes and movements. In Episode 5, we discuss GDP: What is it? Why is it important? How is South Africa doing? What should you be careful of when interpreting it? This episode is sponsored [...]