2020 – Page 3 – Vineyard Holdings

Cartrack: A potential 10-bagger?

Cartrack is a wonderful company (low debt, cash generative, strong growth) with a wide moat (data, switching costs), a predictable income (subscription based) and excellent management (high ROIC) who have skin in the game (80% insider ownership)…

First Note: Welcome to Vineyard Holdings

South Africa is today what America was during the gold rush of the 19th century: A veritable gold mine for enterprising individuals with a penchant for the unknown. We have a country littered with opportunity for those willing to turn over the rocks and scrummage through the dust.