🔒 Alec Hogg: Woke starting to go broke
Another development occupying rational minds is the explosion of “wokeness.” It is already much in evidence in SA – as Zille explains in her latest book.
Dawid Krige
My China go-to guy: Tencent (hence Naspers) problems “transient”
Dawid Krige calculates Tencent stock on a forward profit multiple of 20 times – good value for a business growing at 40% a year. So no need to panic. Yet.
Kicking Chinese listed company tyres with “one percenter” Dawid Krige of Cederberg
Dawid Krige, whose own money is invested alongside other co-owners of the Cederberg Greater China Equity Fund, has generated an annualised return of 19% from his share picks since its launch 2012.
Hearing a Saffer teach global investors about Chinese stocks
Who would have thought? A South African teaching global value investors in London about investing in China.
🔒 Meet “one percenter” Dawid Krige: China-focused Buffett devotee who generated 75% last year
London-based Saffer Dawid Krige, the man behind Cederberg Capital, ranks in the top 1% of all money funds on earth.