We analyse Dylan Martin, equity analyst at Denker Capital. If someone came to you tomorrow with R100m to invest in just one company, which would it be? Disney. I view it as a high-quality company with unrivalled brands (Marvel and Star Wars) and assets (its parks and resorts). I believe many investors underestimate the company’s recently announced plans to launch its own streaming service in 2019. Even though this is a risky move that may present challenges and could cannibalise its traditional bundled pay-TV businesses, I think it has enormous potential. In my view, Disney is cheap considering the long-term prospects of it integrating vertically and delivering its own premium content to a wider audience via new (and better) routes to market. What is the worst investment you’ve ever made? My worst investment decision was to sell Old Mutual from my personal investment account in 2011 to bank a 40% profit. The stock went on to return more than 200% over the next four years — but it’s ...
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