It's Friday and we are the letting the music play in Magic Markets Premium with our latest show: Warner Music Group. Operating in a fast-growing industry that speaks to the core of humanity, the company's relationship with artists is the crux of the business. Does this make it a good investment? Find out by subscribing to our research here>>> Ghost Bites:British American Tobacco is reliant on pushing price increases through to a shrinking base of smokers - what happens if they can't anymore?Re bosis released a business rescue update and reminder us how ugly things are in the portfolio (especially in Office)Transnet keeps letting Thungela (and all of us) down - and the latest HEPS number is a reminder of just how laughable the valuation was when the company was unbundled by AngloFor these updates and more, read Ghost Bites here>>> Also, if you fancy another view on Disney, Chuck Saletta from EasyEquities has written on Disney's recent mess and the change of management. Read his opinion here>>> TreasuryONE webinar recording: is a recession coming next year?We had such a great time earlier this week on the final TreasuryONE webinar for the year. We looked at the likelihood of a recession next year and answered some excellent questions from the audience. Make sure you watch the recording here>>> All eyes are on data releases next week, including US Retail Sales and the CPI print. Positive news from China is giving emerging market currencies and commodities a boost this week, but anything is possible next week, The market is expecting US retail sales to have declined by 0.1% in November. DealMakersAs always on a Friday, the team at DealMakers takes us into the weekend with summaries on local M&A, African M&A and local corporate finance activity. There are two articles on energy in Africa (on focused purely on energy investing and the other looking at both energy and tech), along with a piece on legal considerations when purchasing a business. A gift from bizval to entrepreneurs this DecemberTo give you an opportunity to reflect on such a tough year and to celebrate our first few months of operations, we are making bizval live valuations absolutely free to Ghost Mail readers this month. You just need to use the coupon REFLECT on checkout. Use the opportunity to value your business and test out our new scenario tool that lets you play around with assumptions t o see the impact on the valuation. If you are an entrepreneur, it would be very silly not to take advantage of this offer! Find bizval live on this page with our services and go have fun! Podcasts to get you to the weekendGhost Wrap is proving to be hugely popular. Brought to you by Mazars, this is a whirlwind update on JSE stories and my opinions on them, delivered once a week in a 7 - 8 minute podcast. Listen to the latest one here and add it to your podcast playlist>>> A new ep isode of Magic Markets has also been released, with Petri Redelinghuys of Herenya as our guest for the final time this year. We reflected on 2022 in the markets, including the major themes that played out like energy, inflation and banking. Give it a listen here>>> And before you go - wouldn't a Takealot voucher do wonders for your Christmas shopping? Stand a chance of winning and have your say in the Alternative Investments Survey presented by Jaltech. You'll also get a free copy of their Alternative Investments and Cryptocurrency Report. Click here to participate>>> With that, I wish you a terrific weekend. If you'll be at the Cape Town Sevens , keep your eyes peeled for a ghost... |