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WorldWide Markets with Simon Brown

by JustOneLap.com

Chart positions today · Canada

Not on the Canada charts we track today.

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Latest episodes

  • Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda

    October 6, 2026 · 21 min

    South Africa sold 61,645 new cars in September, the most in almost 20 years, yet the listed motor stocks are falling. Simon Brown explains why: cheap, well-specced Chinese cars are driving the volume while crushing pricing power across new…

  • Two Education Stocks. Both Expensive. Which is the Smart One to Own?

    September 29, 2026 · 25 min

    Curro has delisted, leaving ADvTECH and Stadio as the only listed education stocks on the JSE, and both screen as expensive. Simon Brown compares their valuations, looks at the structural shortage of school and university seats in South…

  • PGMs: the white metal, the dynamics, and the miners

    September 22, 2026 · 22 min

    Platinum smashed its 2008 record in January, then fell almost 50%. Simon Brown works through what actually happened to the platinum group metals and why the JSE-listed miners are still generating enormous cash at the lower price. A 1.5…

  • Is there value in Shoprite at all-time highs?

    September 15, 2026 · 24 min

    Shoprite is trading at all-time highs and has still de-rated 23% in two years. Simon Brown works through the FY26 numbers — 7% revenue growth, a 6% trading margin, HEPS up 12.2% and internal selling price inflation of just 0.8% against…

  • Oil, elections, rates and gold: the four things that matter

    September 2, 2026 · 30 min

    This week WorldWideMarkets runs Simon Brown's keynote from a corporate event: four slides on the four issues facing global markets right now, with AI deliberately left off the list. The world lost roughly 20% of its oil supply when the…

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  • Ranking JSE gold miners as the yellow metal is on the move

    August 25, 2026 · 22 min

    US Treasury Secretary Scott Bessent is selling short-dated paper and buying long in an attempt to force the 10 and 30-year yields lower. Simon Brown explains why fighting a market rarely ends well, and what that trade has already done to…

  • Cheap for a Reason: ABSA versus Nedbank. Which to buy?

    August 18, 2026 · 21 min

    Absa and Nedbank are the two cheap banks on the JSE, both trading near 1.2 times tangible book while Standard Bank and FirstRand sit close to two. Simon Brown puts them side by side after both reported and finds numbers so similar that…

  • Pick n Pay has stopped bleeding. But has it started healing?

    August 11, 2026 · 18 min

    Pick n Pay has stopped bleeding customers, but it hasn't started healing. Simon Brown goes deep on the retailer's 20-week trading update, where group turnover rose 2.7% while core Pick n Pay SA supermarkets went backwards. He unpacks the…

  • Mr Price and Clicks. End of an Era, or an Entry Point?

    August 4, 2026 · 20 min

    Mr Price and Clicks have both been hammered, and on a chart they look like the same trade. They are not. Simon Brown holds both and spends this episode pulling the two businesses apart to work out which one he actually wants to own…

  • Finding quality JSE dividends | Alphabet profits booms, stock falls

    July 28, 2026 · 21 min

    Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the Top 40 and the mid-cap screen to find where quality local yield actually sits, and shows…

  • Finding an edge in prediction markets | Netflix, market hate is an opportunity?

    July 21, 2026 · 24 min

    Can you find a real edge in prediction markets? Simon hunts the arbitrage — and calls Netflix cheap. In this week's WorldWideMarkets: • 🎲 Prediction markets: where's the edge, and where's the scam? • 🇧🇷 The Brazil election "two-horse…

  • Purple Group goes all-in on AI | US 10-year at 4.63% is a crisis

    July 14, 2026 · 24 min

    A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon Brown explains why insider selling is only getting started. He then tours the week's…

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About the show

All about investing on the JSE with Simon Brown. Every Thursday.