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

2026-07-22 09:30 • The Motley Fool Positive Axe Cap view: Selective

Cathie Wood's Ark Investment Management holds $362 million in CRISPR Therapeutics across two ETFs. While known for gene-editing work like the FDA-approved Casgevy, the company is quietly developing CAR T-cell therapies that could address a market projected to exceed $60 billion annually by 2034. CRISPR's off-the-shelf CAR T approach using donor cells could reduce costs compared to patient-specific treatments, positioning it competitively despite being in early trial stages.

Axe note: Ark’s sizable investment in CRISPR Therapeutics highlights a gene therapy play that could grow faster than many expect, even from South Africa.

2026-07-22 09:06 • The Motley Fool Negative Axe Cap view: Bearish

Despite massive gains in quantum computing stocks IonQ, Rigetti, and D-Wave since mid-2024, insiders at these companies have collectively sold over $988 million in stock over the past five years with minimal insider buying. The article warns that extreme valuations (P/S ratios of 60-459) and lack of insider confidence suggest caution, as broad-based adoption remains years away and historical tech bubbles typically precede major corrections.

Axe note: Quantum computing stocks are surging, but heavy insider sales warn of a bubble about to burst.

2026-07-22 09:05 • The Motley Fool Positive Axe Cap view: Selective

Berkshire Hathaway's 38-year investment in Coca-Cola continues to be exceptionally lucrative, generating $816 million in annual dividends on a $1.299 billion cost basis. With a 2.6% dividend yield and 65 consecutive years of dividend increases, the investment returns over 60% of its original cost annually, making it an easy hold for new CEO Greg Abel.

Axe note: Berkshire Hathaway’s decades-long Coca-Cola stake highlights the power of steady dividend growth, a lesson for JSE investors.