Johannesburg
Joined September 2012
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Matthew Bernath, CFA retweeted
Six layers of the AI value chain in one JSE-listed ETF: hardware, data, software, cybersecurity, energy, AI-enabled.
$IVYAI Q3 brochure: cdn.prod.website-files.com/6…
Ivy Asset Management, authorised FSP 660, regulated by the FSCA. Aggressive, high risk; capital at risk. Not advice.
"Matthew knows the data monetization process as well as anyone I have met."
@JohnFarrall finally agreeing with my mommy in last week's Alternative Data Weekly, about my chat with James Worthington and Eric Evans on Selling Signals.
#DataMonetisation #AltData #DataMonetization
Want to switch off and dive into a book full of interesting facts and stories? Look no further than The Idle Hour #reading #relaxwithabook a.co/d/00hWrrv1
Matthew Bernath, CFA retweeted
Chips made in Taiwan, on Dutch machines, from UK designs. IVYAI holds each link: TSMC, ASML and Arm. AI isn't only a US story. @AssetIvy @Matthew_Bernath
🤖 Made with AI
Matthew Bernath, CFA retweeted
IVYAI: AI verticals for search, bots, agents & compute. Thanks @Mathew_Bernath · TNX @StockWaveNews
Past performance is no indication of future results. Aggressive high-risk mandate. Capital at risk.
African Ivy Investment Holdings (Pty) Ltd t/a Ivy Asset Management — FSP 660.
Matthew Bernath, CFA retweeted
Not “own every tech stock.” Own the AI stack.
Pure-play AI focus beyond broad tech indices — ~50 global companies (public fund framing).
ivy.co.za/ai-fund
What Alternata does: if you buy insight, the inner ring is the raw material and the outer ring is the menu. The tree in the middle is us doing the plumbing ☺️ 🧑🔧 #datainsights #DataAnalytics #AlternativeData
Wrote the book I would want to read, and do read! amzn.to/4y3lqQH
What's happening with data monetisation in Africa? How are firms utilising their data to generate scalable, shared value revenue? Find out in our report home.alternata.io/state-of-d… #DataMonetisation #DataMonetization #Africa
I sat through one too many pitches for "AI companies" where nobody in the room, me included, could say which part of the machine was actually being sold. So I drew the map.
The AI Ecosystem Explained, 2nd edition, now on Kindle: amzn.to/4xvx8Dv #aieconomy #aiecosystem
Matthew Bernath, CFA retweeted
Five years of @Alt_Data_Weekly points at roughly 2,100 sources with a nameable creator.
I ranked them by year and watched the top of the list.
Of the ten most-cited voices of 2021, eight are gone from the top ten today.
The two who survived tell you what lasting looks like.
@auren
@bigdata
@markfw1
@aleksizy
@SeattleDataGuy
@Matthew_Bernath
@SvenBalnojan
@bennstancil
Months of research, conversations and challenging our own thinking to produce the State of Data Monetisation in African Financial Services. This is something executives can actually use to build data businesses. Get yours at Alternata.io. #DataMonetization
If you only read one page of our report, make it this one, the State of Data Monetisation in African Financial Services 2026 distilled into ten sentences. Which point do you agree with most?
#DataMonetisation #DataMonetization
Out today: State of Data Monetisation in African Financial Services, 2026 Edition. Fom what we learnt across banking, retail, insurance, telematics and healthcare.
#DataMonetisation #DataStrategy #AlternativeRevenue #DataMonetization
home.alternata.io/state-of-d…
Not all revenue is valued equally. A rand of data earnings can be worth far more to your valuation than a rand of trading revenue.
Find out more in our latest #DataMonetisation Newsletter: lnkd.in/dzAb_vFe
#DataMonetization #AlternativeRevenue #DataStrategy
Alternative data is everywhere. Alone, each signal tells you a little, combined they show what no one else sees. That's what Alternata does & everyone shares in the value: data custodians, the people it comes from & the buyers who need it.
#DataMonetization #AltData #SharedValue
In the Data Monetisation Podcast, I chatted to @Brucekmain about @AssetIvy's @JSE_Group listed AI ETF. #aieconomy #aiecosystem #datacenter