If someone came to you tomorrow with R100m to invest in just one company, which would it be? Brimstone. It’s an investment holding company exposed to a wide array of sectors (spanning health care, fishing, infrastructure and now education), so investing in it alleviates much of the diversification risk of investing in just one company. The management team are well-aligned and have a proven track record of compounding value over a long period. The share trades at a deep discount to intrinsic net asset value. Which talent would you most like to have? To be able to value bitcoin. What is your most treasured possession? My watch. I’ve been wearing one every day since grade 3, so I feel lost without one. If you could fix one thing in SA today, what would it be? Youth unemployment. The current figures do not bode well for the future. What’s the best investment you’ve ever made? Phuthuma Nathi, the MultiChoice BEE scheme launched in 2006. There’s been significant capital appreciation from ...
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