Articles tagged as "OUTsurance"
Peeling back the layers in Remgro and Reinet
Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...
Lessons from the winners and losers of the last five years
In conversation with investment analyst Siphesihle Zwane, portfolio manager Jacques Plaut and investment analyst Pieter Koornhof discuss some of the notable...
Buy OUTsurance
In capitalism it is most often the case that competitive advantages do not last. One only needs to think about the ongoing competition between cellphone...