ANALYSE THIS: Prescient Securities’ Muneer Ahmed
We analyse Muneer Ahmed, analyst and deputy head of research at Prescient Securities
If someone came to you tomorrow with R100m to invest in just one company, which would it be? A small cap IT company called Alviva — my preferred pick of the stocks I currently cover. Alviva has a lot going for it: a strong management team and good capital allocation, and it’s looking really cheap. It is out of favour because a large part of its business is in distribution, but distribution can be a money-spinner when it’s done well. Services also make up a large part of the group. Which talent would you most like to have? The ability to hit a par round on the golf course. I am nowhere close to that. What was your first job? During my vacations, I worked at a small accounting firm close to home. The little money I earned went a long way for a student. If you could fix one thing in SA today, what would it be? Education. An inclusive education system — from primary to tertiary level — has the ability to truly set SA free from the shackles of the past. #FeesMustFall. How much was your f...
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