ANALYSE THIS: Bellwood Capital’s David Nathanson
We analyse David Nathanson, global equity specialist at Bellwood Capital
If someone came to you tomorrow with R100m to invest in just one company, which would it be? IGG Inc — a high-growth, high-yielding mobile gaming company trading at a low nine times earnings. In addition to being very profitable and cash generative, it has a clean and simple balance sheet with no debt. This combination of quality and value is rare. Which talent would you most like to have? To understand any language. If you could turn back time, what would you change in your life? I have no major regrets. A broken leg kept me out of sport for my first two years at high school — something I was really looking forward to at the time. If you found a lottery ticket tomorrow that had won $100m, what would you do with it? I’d invest more, travel more and give more. Hopefully I’d still be driven to achieve more — there is satisfaction that comes from working for something instead of just receiving it. What is your greatest extravagance? I’m not particularly extravagant, but I enjoy everyda...
Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.
Please read our Comment Policy before commenting.
Subscribe now to unlock this article.
Support BusinessLIVE’s award-winning journalism for R129 per month (digital access only).
There’s never been a more important time to support independent journalism in SA. Our subscription packages now offer an ad-free experience for readers.
Cancel anytime.
Questions? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now.