Al Moer

"Mediclinic released their full year numbers during the course of yesterday. We all had a very solid look at these, this is the first year that the integration is all comparable. Remember that the company reversed into the Al Noor listing and then converted your shares of Mediclinic to Mediclinic international."   To market to … Continue reading Al Moer

Big but small

"For a little perspective, Adidas has annual sales of 19.3 billion Euros (nearly 21 and a half billion Dollars), Nike 32.5 billion Dollars. Under Armour is a small, yet growing business in a space that we think has lots of room to move."   To market to market to buy a fat pig Another "nowhere … Continue reading Big but small