We analyse David Smith, senior analyst at Investec Equities. If someone came to you tomorrow with R100m to invest in just one company, which would it be? JD.com. It’s Amazon for China but with better barriers to entry and less competition in the long term. Which talent would you most like to have? To be able to function and be happy on four hours’ sleep a night. What is your most treasured possession? My Kindle. If you could fix one thing in SA today, what would it be? Education. It is the most powerful weapon that you can use to change the world. What’s the best investment you’ve ever made? Taking out a loan so I could go to university. What was your worst investment mistake? Buying Capital & Counties three months before Brexit. What’s your favourite song? "Black Betty" by Ram Jam. If you could turn back time, what would you change in your life? I would try to be kinder. On what occasion do you lie? When my mom asks if I have been eating healthily. How much was your first pay chequ...
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