We analyse Gary Poultney, senior portfolio manager at Sasfin Wealth. If someone came to you tomorrow with R100m to invest in just one company, which would it be? Alphabet — it has an established track record, boasts the world’s leading search engine and is arguably the most valuable database to tap into of any listed entity. Alphabet has what I term "a competitive advantage in information". Which talent would you most like to have? To be able to play the piano. I always admire those with a creative edge. My father was an architect — we used to drive around the suburbs and he would say: "I designed this house; I designed that house." How someone was able to shape a vision into a reality left an indelible mark on me. What was your first job? I was an unauthorised clerk on the JSE trading floor as far back as 1975. Things were very different back then. Not only were there telex machines, but you would need to count share certificates manually each Friday afternoon to ensure that you ba...
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