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

2026-09-03 01:28 • The Motley Fool Positive Axe Cap view: Selective

The article compares Amazon and Uber as high-growth tech investments for 2026. Amazon dominates e-commerce and cloud computing with $716.9B revenue and 10.8% net margin, while Uber has transitioned to profitability with $52B revenue and 19.3% net margin. Both companies are investing in autonomous vehicles, with Amazon's Zoox partnering with Uber's platform. The author recommends Uber as the better buy due to its lower valuation (P/E 17.2x vs 23.9x) and leadership position in global AV ride-hailing, though Amazon remains a solid portfolio addition given AWS's strong 37% YoY growth.

Axe note: Uber’s profit turnaround and valuation edge make it a more compelling bet than Amazon for growth investors eyeing 2026.

2026-09-03 01:15 • The Motley Fool Positive Axe Cap view: Selective

Figma stock rose 13% in August despite an initial post-earnings sell-off, driven by a broad software sector recovery and strong earnings reports from peers like Salesforce. The company reported its third consecutive quarter of accelerating revenue growth (48% increase) and beat earnings estimates, though investors remain concerned about rising costs and margin compression from AI feature development.

Axe note: Figma’s 48% revenue growth highlights renewed confidence in software innovation, but South African investors need to watch local currency risks.

2026-09-03 00:15 • The Motley Fool Positive Axe Cap view: Selective

iShares Global REIT ETF (REET) emerges as the better choice for most investors, offering superior liquidity, lower expense ratio (0.14% vs 0.45%), and stronger 1-year performance (7.5% vs 11.2%). FlexShares Global Quality Real Estate Index Fund (GQRE) appeals primarily to income-focused investors with its higher dividend yield of 4.3% versus 3.4%, though it carries higher volatility and lower historical returns.

Axe note: iShares REET offers better liquidity and cost-efficiency for South African investors, while FlexShares GQRE targets income with higher yields but more risk.