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Allan Gray's Duncan Artus: Why I love MultiChoice - plus gold shares, Naspers and Tongaat

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Manage episode 236511929 series 2078207
Content provided by Biznews.com and Alec Hogg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Biznews.com and Alec Hogg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Duncan Artus, one of the key portfolio managers and director at Allan Gray, is celebrating a decision to make hay while the foreign dumping of MultiChoice was happening - delivering a quick 30% return for his investors. So strong has been Allan Gray's purchasing that the firm is now MultiChoice's second largest shareholder. On Rational Radio this week Duncan spoke about why we South African radio stations should be quoting Naspers rather than the gold price; admitted to holding about 6% of Tongaat when the company crashed; and shared what he thinks will be the JSE's winners during the next year.

See omnystudio.com/listener for privacy information.

  continue reading

1628 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on December 07, 2018 01:58 (5+ y ago). Last successful fetch was on October 14, 2020 05:12 (3+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 236511929 series 2078207
Content provided by Biznews.com and Alec Hogg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Biznews.com and Alec Hogg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Duncan Artus, one of the key portfolio managers and director at Allan Gray, is celebrating a decision to make hay while the foreign dumping of MultiChoice was happening - delivering a quick 30% return for his investors. So strong has been Allan Gray's purchasing that the firm is now MultiChoice's second largest shareholder. On Rational Radio this week Duncan spoke about why we South African radio stations should be quoting Naspers rather than the gold price; admitted to holding about 6% of Tongaat when the company crashed; and shared what he thinks will be the JSE's winners during the next year.

See omnystudio.com/listener for privacy information.

  continue reading

1628 episodes

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