We analyse Bradley Mitchell, co-manager at Sasfin Global Equity Fund. If someone came to you tomorrow with R100m to invest in just one company, which would it be? Even though I would never feel comfortable investing in just one company, in essence I agree with Warren Buffett, who says: "Diversification is a protection against ignorance. It makes very little sense for those who know what they are doing." Having said that, Alphabet would be one of the companies I would most likely include in a portfolio, given its dominant search business — it processes more than 3.5bn searches every day, which drives its search revenue growth. Which talent would you most like to have? The ability to gather and assess information faster. As the growth of data globally continues to explode, we need to find smarter ways to assess information and quickly distinguish the valuable from the worthless to make informed decisions faster. What was your first job? My first real job after university was as an act...
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