Peregrine Capital on 19/10/2026

Capitec: ‘We’re retailers. We think client, then risk.’

Gerrie Fourie spent 25 years helping build Capitec into South Africa’s largest bank by market capitalisation. In this episode of Peregrine Capital’s Building Conviction podcast, he discusses coming into banking as an outsider and why it took the market 12 years to understand the business.

P Peregrine Capital
Platinum Portfolios on 19/10/2026

The Munch Scream

What managers feel – and should do – when the market rerates a company they got right.

P Platinum Portfolios
Ruhell Amin, Neil Campling and Mark Bergen, Bloomberg on 18/10/2026

AI race puts $3.5trn at write-down risk, Gartner warns

AI infrastructure investment is soaring, but the revenue needed to justify it is falling short.

R Ruhell Amin, Neil Campling and Mark Bergen, Bloomberg