SA’s own Buffetts
South Africans are always looking for their own version of Warren Buffett; many suggest that Jannie Mouton of PSG is it. Maybe in terms of investment returns he is, but in terms of writing to their shareholders we have a few other better-suited candidates. I’ ll mention just two that springs to mind: Stefan Joselowitz, of Mix Telematics, and Piet Viljoen, of RECM. The latter just released results for the year ending March 2014 and the accompanying commentary is a must-read for all investors. It is a great illustration of the thinking behind clear investing, whatever the strategy may be.