ANALYSE THIS: The Robert Group’s Devin Shutte
If someone came to you tomorrow with R100m to invest in just one company, which would it be? Discovery. This is an SA company that is successfully expanding globally by licensing its unique Vitality model, which is its core customer engagement framework. On top of this, it offers its established suite of services, coupled with an imminent foray into banking, which should provide significant long-term tailwinds for the company. That said, the current valuation is looking stretched and I would wait for better value before buying. Which talent would you most like to have? A photographic memory. From learning new languages to preventing past mistakes, it would be an incredible attribute to possess. If you found a lottery ticket that had won US$100m, what would you do with it? Settle the debt on my properties, travel the world for a year and start a nonprofit foundation with the rest. What is your most treasured possession? My wedding ring. It is a continual reminder of my greatest decis...
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