All ideas

KKR is positioned to benefit from a growing total addressable market (TAM) in asset management, with a strong business model that leverages scale advantages. The company has demonstrated significant g

British American Tobacco has a strong fundamental performance and a high dividend yield of 7.9%, which provides a good return. The company is currently undervalued due to ESG concerns, but the investo

Rolls Royce is currently facing challenges due to a lack of long-haul air travel, which has negatively impacted their free cash flow and forced them to raise capital and sell non-core assets. However,

Tencent is considered to have a competitive position and growth potential similar to that of major global companies, yet it is available at lower valuations. This makes it an appealing investment desp

NetEase has been a rewarding investment for over 10 years, and it is viewed as having a competitive position and growth potential comparable to leading global companies like Google and Amazon, but at

ING is currently trading at a 10 to 20 percent discount to its net asset value, which is attractive compared to the average premium of companies in the FTSE world index. The bank has a history of reas

Sibanye-Stillwater is a platinum group metals company that is poised to benefit from a sustained drive towards cleaner energy, as platinum group metals are essential for this transition. The company h

Curro is another private education company that offers high-quality schooling at prices comparable to or lower than state education budgets, making it an attractive investment in the education sector.

STADIO is delivering world-class academic outcomes at competitive prices, which is a significant value proposition compared to state education budgets. This positions the company well for growth in th

Rudi van Niekerk discusses the opportunity in South African companies trading at deep discounts compared to developed markets, suggesting a favorable environment for capital allocation and potential b

Naspers is mentioned as an active position, reflecting its significant influence in the South African market and potential for value appreciation.

Stadio is included in the compounders category, indicating it has solid fundamentals and growth potential that could lead to significant returns.

Karooooo is also classified as a compounder, suggesting that it has strong growth prospects and is expected to perform well in the long term.

Capitec is categorized as a compounder, and the investment was acquired through PSG at a 40% discount, indicating strong potential for growth and value recognition in the market.

AptarGroup is well-positioned to benefit from the growing demand for sterile packaging in the pharmaceutical sector, particularly with its elastomeric components. The company is expected to achieve hi

CSGP started as the Bloomberg of commercial real estate and has positioned itself as the leader in digital real estate services. With a strong revenue mix and significant growth opportunities in both

AptarGroup is a market leader in packaging solutions across pharma, beauty, and food sectors, with a strong growth outlook driven by its shift towards the higher-margin pharma segment. The company is

CoStar Group is positioned to benefit from the growing online auction market through its acquisition of Ten-X, which has a significant market share and superior transaction metrics compared to traditi

AptarGroup is positioned to benefit from increasing demand for its innovative dispensing solutions across various sectors, including pharmaceuticals and consumer products. The company's focus on susta

The thesis is based on CoStar's strong market position and growth potential in the commercial real estate data and analytics sector. The company is expected to continue expanding its services and cust

Disney has made a strategic shift by cutting its dividend to invest in Disney Plus, demonstrating a recognition of the need to adapt to changing market conditions and competition.

The investor gained confidence to invest in Netflix after realizing that legacy media companies like Time Warner were not willing to compete effectively against it. Netflix's ability to raise prices i

MasterCard is a high-quality business with strong growth potential and excellent profit margins. The investor believes that many people underestimated its true value and the appropriate valuation it s

Landstar Systems operates in a unique space similar to Charles Schwab's institutional business, leveraging a network effect to create value and competitive advantages.