The PBT Group, previously Prescient, was an amalgamated financial services and business technology service provider. In 2017 they spun out their financial services holding to focus exclusively on business technology and data analytics…
Tag Archives: company
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…
African Rainbow Capital Investments: A Growth bet at a Deep Value price (Part 1).
ARC Investments is a holding company trading at a very significant discount to the sum of its parts. It offers access to high-growth potential subsidiaries (Rain and TymeBank), as well as very quality companies (Afrimat and Alexander Forbes) all well below their intrinsic value (shares trade at approximately 50-70% discount to NAV)…
Vineyard Holdings 