ANALYSE THIS: Cadiz’s Razeen Dinath
We analyse head of equity research at Cadiz Razeen Dinath
If someone came to you tomorrow with R100m to invest in just one company, which would it be? Berkshire Hathaway. To put a large amount in just one company is risky. The best way to limit the possibility of losing all of the capital is to buy a high-quality business with low financial risk run by great management at an attractive price. Berkshire Hathaway has diverse operations which have been meticulously pieced together by Warren Buffett and Charlie Munger over a long time and has the firepower to take advantage of any market dislocations which could turn a modest but appealing prospective return into an excellent return. What travel experience is on your bucket list? Japan is a fascinating country with a unique and intriguing culture which has achieved a lot of success after the destruction it suffered during World War 2. Which talent would you most like to have? The ability to build an artificial intelligence system that can be used in investment research. What was your first job...
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