With a share price and earnings track record that puts most companies to shame, Afrimat is widely regarded as a company with excellent capital allocation discipline and focused strategic execution.
Starting in the construction industry, Afrimat has evolved into a strong mid-tier miner. Afrimat’s secret lies in owning a diversified portfolio of counter-cyclical businesses. The overlay of this cyclicality, when viewed in aggregate, creates a more attractive earnings profile and de-risks the entire operation. A conservative approach to the balance sheet has also been key to success.
In Episode 62 of Magic Markets, we welcomed Afrimat CEO and founder Andries van Heerden to the show. This is a rare opportunity to tap into the mind of a top executive, with plenty to learn along the way for all of us.
When most investors think of growth-style funds, they imagine software-as-a-service businesses and artificial intelligence. Sometimes, growth can be found in industries that are as...
Welcome to episode 143 of Magic Markets! Continuing with our new format, we explore two tech giants with cloud software-as-a-service models. Adobe, often called...
The talented finance professionals at Westbrooke Alternative Asset Management have been doing a wonderful job of educating the Magic Markets audience about asset classes...
