Rudi van Niekerk's guest appearances

Rudi van Niekerk

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Rudi van Niekerk is the Founder and CIO of Desert Lion Capital, a specialist stock fund investing in the unfrequented market of South Africa. Rudi is a fundamental, value-oriented investor that has been able to generate stellar returns with a contrarian, opportunistic and concentrated approach. The frontier of the South African equity market is still a lonely and inhospitable space, which gives investors like Rudi a significant edge. Learn about Rudi’s humble childhood growing up in a farm as well the ‘catalyst ‘ for focusing on intrinsic value.  To learn more about Rudi please visit www.desertlioncapital.com. To learn more about Richard please visit www.thinkaen.com. Show Notes: (01:15) Rudy's Background, Growing up in South Africa, Buffett: The Making of an American Capitalist - Roger Lowenstein (03:31) CapeTown and South Africa, Roughly 325 Companies in the Stock Market (05:33) The hunt for companies trading below intrinsic value (07:28) Generalist versus Specialist Investing (10:29) Margin of Safety Investing, Occasionally looking at resource stocks, macroeconomic factors (14:40) Process of idea generation, Organic, Bottoms Up Research (15:47) How companies can create value (17:43) Going over the portfolio, concentration, cash and holdings (20:28) Attending shareholder meetings, speaking with management, overcoming behavioral biases (23:32) Delving into portfolio holdings, Cartrack Holdings - Smart Mobility SaaS company, fanatical management teams, taking market share (32:30) Selling criteria, change in growth outlook or fundamentals (34:51) Common sense approach to investing, Quality versus Cigar Butts, generating high returns (40:55) Navigating inefficient markets and managing volatility (43:22) South African stock correlations versus the rest of the world (45:32) Rudy's current thoughts on South Africa as a whole (48:28) Closing remarks and contact information

Rudi van Niekerk is the Founder and CIO of Desert Lion Capital, a specialist stock fund investing in the unfrequented market of South Africa. Rudi is a fundamental, value-oriented investor that has been able to generate stellar returns with a contrarian, opportunistic and concentrated approach. The frontier of the South African equity market is still a lonely and inhospitable space, which gives investors like Rudi a significant edge. Learn about Rudi’s humble childhood growing up in a farm as well the ‘catalyst ‘ for focusing on intrinsic value.  To learn more about Rudi please visit <a href="https://desertlioncapital.com/" rel="noopener nofollow" target="_blank">www.desertlioncapital.com</a>. To learn more about Richard please visit <a href="https://thinkaen.com/" rel="noopener nofollow" target="_blank">www.thinkaen.com</a>. Show Notes: (01:15) Rudy's Background, Growing up in South Africa, Buffett: The Making of an American Capitalist - Roger Lowenstein (03:31) CapeTown and South Africa, Roughly 325 Companies in the Stock Market (05:33) The hunt for companies trading below intrinsic value (07:28) Generalist versus Specialist Investing (10:29) Margin of Safety Investing, Occasionally looking at resource stocks, macroeconomic factors (14:40) Process of idea generation, Organic, Bottoms Up Research (15:47) How companies can create value (17:43) Going over the portfolio, concentration, cash and holdings (20:28) Attending shareholder meetings, speaking with management, overcoming behavioral biases (23:32) Delving into portfolio holdings, Cartrack Holdings - Smart Mobility SaaS company, fanatical management teams, taking market share (32:30) Selling criteria, change in growth outlook or fundamentals (34:51) Common sense approach to investing, Quality versus Cigar Butts, generating high returns (40:55) Navigating inefficient markets and managing volatility (43:22) South African stock correlations versus the rest of the world (45:32) Rudy's current thoughts on South Africa as a whole (48:28) Closing remarks and contact information

Ep. 20 - Navigating South African Stocks with Rudi van Niekerk

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 start00:00:16 Penguins and lions 00:03:18 Rudi’s career as a grain trader00:07:44 Learning from negotiating with farmers00:10:09 Why investing?00:14:11 Desert Lion’s position in the South African financial industry00:17:47 The South African stock market00:23:12 Where Rudi would go long or short00:25:49 Books to read on South Africa00:28:10 The best capital allocators in South Africa00:29:49 Scarcity of capital00:35:07 How good is the capital allocation in South Africa?00:37:43 Why companies delist00:39:49 South Africa’s progress 00:43:08 Inequality in South Africa00:45:16 Why his seed investors seeded him00:48:37 Why he underperformed in 201700:51:25 Learning from mistakes00:54:45 Position sizing01:00:00 The mining and the education sector01:05:39 South Africa’s demographics01:06:42 Car tracking companies01:12:06 The evolution of Cartrack01:16:14 Capitec01:23:30 Closing remarksHere you can find the YouTube video:Why are you digging for investing diamonds in South Africa, Rudi van Niekerk? appeared first on Good Investing.

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:<ul><li>00:00:00 The start</li><li>00:00:16 Penguins and lions </li><li>00:03:18 Rudi’s career as a grain trader</li><li>00:07:44 Learning from negotiating with farmers</li><li>00:10:09 Why investing?</li><li>00:14:11 Desert Lion’s position in the South African financial industry</li><li>00:17:47 The South African stock market</li><li>00:23:12 Where Rudi would go long or short</li><li>00:25:49 Books to read on South Africa</li><li>00:28:10 The best capital allocators in South Africa</li><li>00:29:49 Scarcity of capital</li><li>00:35:07 How good is the capital allocation in South Africa?</li><li>00:37:43 Why companies delist</li><li>00:39:49 South Africa’s progress 00:43:08 Inequality in South Africa</li><li>00:45:16 Why his seed investors seeded him</li><li>00:48:37 Why he underperformed in 2017</li><li>00:51:25 Learning from mistakes</li><li>00:54:45 Position sizing</li><li>01:00:00 The mining and the education sector</li><li>01:05:39 South Africa’s demographics</li><li>01:06:42 Car tracking companies</li><li>01:12:06 The evolution of Cartrack</li><li>01:16:14 Capitec</li><li>01:23:30 Closing remarks</li></ul>Here you can find the YouTube video:<a href="https://www.good-investing.net/podcast/2021/02/why-are-you-digging-for-investing-diamonds-in-south-africa-rudi-van-niekerk/" rel="nofollow" target="_blank">Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?</a> appeared first on <a href="https://www.good-investing.net" rel="nofollow" target="_blank">Good Investing</a>.

Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?

Craig Martin

Craig Martin interviews Rudi van Niekerk from Magnus Opus Investments