Podcasts · WorldWide Markets with Simon Brown
Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense
· 21 min · Episode 677
Episode Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense
Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value?
Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity.
He also walks through his new AI-powered research workflow, using Claude and ChatGPT to produce and fact-check full initiating coverage reports on Balwin Properties and Raubex.
Plus: gold miners Goldfields and AngloGold Ashanti on costs, Meta at its cheapest forward PE since 2022, and Open Router token data that shows xAI running a distant fourth behind Anthropic, Google, and OpenAI.
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