Clear market notes built around the JSE, the rand, and what matters locally.

2026-08-26 09:40 • The Motley Fool Positive Axe Cap view: Selective

Building a $100,000 investment portfolio is achievable through consistent monthly contributions and long-term discipline. Depending on your time horizon, you need to invest $490/month over 10 years, $130/month over 20 years, or just $45/month over 30 years, assuming a historical 10% average annual S&P 500 return. The key is maintaining investments through market volatility and letting compound growth do the heavy lifting over time.

Axe note: Steady monthly investing, even in modest amounts, can build substantial wealth if held long enough.

2026-08-26 09:30 • The Motley Fool Positive Axe Cap view: Selective

The article highlights three overlooked autonomous vehicle stocks with significant upside potential: Aurora Innovation, a leader in autonomous semitruck technology projected to generate substantial revenue starting 2027; Mobileye, which dominates ADAS market share with embedded technology in 250+ million vehicles; and Uber, which is pursuing a capital-light strategy as an AV ride-hailing aggregator despite partnership risks from competitors like Waymo.

Axe note: Three less obvious autonomous vehicle stocks offer long-term potential but warrant cautious local consideration.

2026-08-26 09:20 • The Motley Fool Positive Axe Cap view: Selective

Disney's experiences segment (theme parks and cruises) delivered strong results with $3 billion in operating income and 10% revenue growth, yet the stock trades at a modest 15-16x forward earnings multiple—below its historical 20x average. While the core business shows healthy consumer demand, mixed performance in streaming and TV networks, along with new CEO leadership, has kept investor sentiment cautious despite the potential for upside if streaming margins improve.

Axe note: Disney's theme parks and cruises are booming, yet the market stays cautious due to streaming margin struggles and leadership transition.