Every article, in one place
The Latest
-
Who is Kevin Lobo? Stryker’s chief executive is handing over the company, but not the chair
· 6 min readKevin Lobo hands Stryker's CEO role to Spencer Stiles on 1 January 2027 and becomes Executive Chair. What changes on the board, and what to watch.
-
Companies with the Highest Financial Risk: 140 companies rated below 2 on financial stability
· 1 min read140 companies on the InsidEntity Platform are rated below 2 out of 5 on financial stability. Edition 01 names every one, lowest first, with its governance rating alongside.
-
A good rating is not a guarantee. So what is it actually worth?
· 8 min readA rating is not a forecast of price. How InsidEntity's ESR, CRR, HSR and FSR read risk from the record, what they cannot do, and how to use them.
-
Do strong governance and stability ratings go with better returns? Three years, 30 companies, one test
· 9 min readInsidEntity’s ratings are meant to flag risk, not forecast returns, so we tested them on both. We took 15 companies rated strong on governance and financial stability, and 15 rated weak on both, as at 9 September 2026. We put a simulated US$500 into each at the close on 29 September 2023 and followed them…
-
The Number Behind the Number | 06 MTN
· 8 min readMTN grew about 40% in two years in its own currencies. In rand, it grew 4%. The 2025 results taken apart, with the Company Risk Rating and Financial Stability Rating in full.
-
Who is Pony Ma? Tencent’s co-founder has run it for 28 years, as chairman and chief executive
· 5 min readPony Ma co-founded Tencent in 1998 and is still its chairman, CEO and only executive director. A governance lens on his roles, board and succession.
-
South Africa’s Listed Banks: Three Lenses on Six Banks
· 9 min readSix JSE-listed banks through three lenses: valuation from 0.95 to 8.7 times book, uneven earnings, and governance ratings that rank them differently.
-
The Number Behind the Number | 05 HSBC
· 8 min readHSBC made US$29.9bn in 2025 and its Hong Kong bank booked 65.5% of it. Where the profit sits, what Hang Seng Bank cost, and the auditor clock.
-
Hiring strategy for 2027: why it starts in Q4 2026
· 14 min readA January search puts new hires in seats by late March. Start in October and they arrive in January. A Q4 2026 hiring playbook for South African employers.
-
The warning signs are on the record: why InsidEntity exists
· 5 min readBoard independence, busy directors, long auditor tenure and concentrated shareholders: the warning signs before Carillion, Wirecard and Steinhoff failed.
-
Fifteen companies worth US$1 trillion. Only one rates Excellent.
· 6 min readFifteen companies are worth US$1 trillion or more. Their Company Risk Ratings: one Excellent, thirteen Good, one Caution. Why the auditor clock caps twelve.
-
Silicon Valley Bank: The Losses Were in the Notes to a Clean Audit
· 13 min readA $15.1bn unrecognised loss sat beside SVB's $16.3bn of equity in audited accounts. What the public record showed before the run and what the rating scores.
-
The Number Behind the Number | 04 BHP
· 8 min readCopper earned 48% more for BHP in FY2026 while production fell 3%. Where the gain came from: price, by-product credits and a US$0.32 unit cost.
-
The Number Behind the Number | 03 Apple
· 9 min readApple's EPS rose 224% in ten years while net income rose 110%. The difference is a 35% smaller share count, and buybacks that exceed free cash flow.
-
The 2026 IPO Test: SpaceX, Cerebras, Dangote and the new IPO cycle
· 12 min readSpaceX, Cerebras, China Resources New Energy, Dangote, Airtel Money, OpenAI and Anthropic run through the five questions of The IPO Test.
-
The IPO Test: Why a Great First Day Can Be a Bad Investment
· 21 min readUS IPOs gained 19% on day one on average but trailed the market by 20.5 points over three years. What the evidence says, and five questions to ask.
-
The Number Behind the Number | 02 Remgro
· 10 min readRupert Beleggings' B shares are 7% of Remgro's shares but carry 43% of its votes. Why the size of a holding and the size of a voice are not the same.
-
How to check a company’s directors: a five-step governance check
· 8 min readHow to search director information and run a governance check: board seats, tenure, independence, disqualification and past exits, in five steps.
-
Director disqualification in the United States: three layers, no central registry
· 14 min readThe US has no central register of disqualified directors. How state law, the SEC and bank, fund and insurance regulators bar directors, and for how long.
-
Who is Subramanian Sarma? The engineer who built L&T’s hydrocarbon business now oversees its core EPC businesses
· 5 min readSubramanian Sarma has sat on L&T's board since 2015 and now oversees its core EPC businesses as Deputy MD & President. His board record and what to watch.