Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market.
We discussed the following topics:
- 00:00:00 The start
- 00:00:16 Penguins and lions
- 00:03:18 Rudi’s career as a grain trader
- 00:07:44 Learning from negotiating with farmers
- 00:10:09 Why investing?
- 00:14:11 Desert Lion’s position in the South African financial industry
- 00:17:47 The South African stock market
- 00:23:12 Where Rudi would go long or short
- 00:25:49 Books to read on South Africa
- 00:28:10 The best capital allocators in South Africa
- 00:29:49 Scarcity of capital
- 00:35:07 How good is the capital allocation in South Africa?
- 00:37:43 Why companies delist
- 00:39:49 South Africa’s progress 00:43:08 Inequality in South Africa
- 00:45:16 Why his seed investors seeded him
- 00:48:37 Why he underperformed in 2017
- 00:51:25 Learning from mistakes
- 00:54:45 Position sizing
- 01:00:00 The mining and the education sector
- 01:05:39 South Africa’s demographics
- 01:06:42 Car tracking companies
- 01:12:06 The evolution of Cartrack
- 01:16:14 Capitec
- 01:23:30 Closing remarks
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