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…

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…