ANALYSE THIS: Deryck Janse van Rensburg
We analyse Deryck Janse van Rensburg, portfolio manager at Anchor Securities
If someone came to you tomorrow with R100m to invest in just one company, which would it be?
Amazon — this company was built to cater for the world of changing technology. It operates in a number of different sectors and its balance sheet and management have managed to stay one step ahead of everyone else. It is akin to investing in the world’s best technology fund.