Monthly Archives: July 2020

A Collective of Nopes: First Edition.

This article outlines some of the rocks we turned over and passed on, as well as a brief reason on why we passed on them. Because of the legwork required to turn over a host of rocks, we try to pass on companies as quickly as possible…

On SA and free trade (another cheeky academic-esque look).

In light of the government’s recent 30-page document titled, “Reconstruction, Growth And Transformation: Building a New, Inclusive Economy” – a lengthy treatise which essentially amounts to nationalisation and mandatory use of pension funds to prop up state-owned investments – I believe the government to be progressing steadily towards a socialist state weighed down by protectionism and isolationist policies…

Alaris Holdings: A case study on intelligent international expansion.

Alaris is a Radio Frequency (RF) oriented company which designs, manufactures, and supplies defence and specialised antennas. It has historically been underfollowed and under-priced by the market and has undergone a period of acquisitional and organic growth over the past 6 years which has not been accounted for by the market…