We analyse Imtiaz Suliman, portfolio manager and executive director of Sentio Capital Management. If someone came to you tomorrow with R100m to invest in just one company, which would it be? Amazon. It’s effectively a retailer with unlimited shelf space. Globally e-commerce makes up only 7% of retail sales. Amazon is the everything store that uses clever data analytics to sell almost every imaginable product through multiple platforms. Which talent would you most like to possess? Talent is the product of the work that we put into developing a specific skill. We might be naturally inclined to certain things, but success is an outcome of sheer hard work. One skill that I am working on and would like to fast-track is the ability to speed read. There are so many books I need to get through! What was your first job? My first paid job was to paint my uncle’s farm house. Fortunately it was a rustic environment where imperfections were easily disguised. My first formal job was as actuarial ...
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