Stadio Holdings: Strong growth prospects in an undersupplied sector.

Stadio (JSE:SDO) is an investment holding company containing a collection of private higher education institutions. It listed on the JSE 3 years ago and has since outperformed every target management has set for it…

Book Review – Fooled by Randomness (N. Taleb)

Fooled By Randomness explains how luck, uncertainty, probability, human error, risk, and decision-making work together to influence our actions, set against the backdrop of business and specifically, investing, to uncover how much bigger the role of chance in our lives is, than we usually make it out to be….

ISA Holdings: The investment thesis and a case study on mental models and factoring for ignorance.

At the current price level, ISA Holdings provides the opportunity for a very lopsided bet on a cash generative company with an excellent managerial track record, growing dividends, and solid industry headwinds…

Book Review – The Education of a Value Investor (G. Spier)

In One Sentence: The Education of a Value Investor is the story of how Guy Spier turned away from his greedy, morally corrupted investment banking environment and into a true value investor by modeling his work and life after Warren Buffett and his value investing approach (source). Recommended Summary: has a fantastic – ifContinue reading “Book Review – The Education of a Value Investor (G. Spier)”