Simon Brown

Capitec is the single most successful JSE listing of the past 25 years. From 200c at it’s 2002 listing the share is over R4,500 today — a return that has humbled almost every professional fund manager in the country. At the time, it was a small, unloved micro-lender dismissed by the Big Four banks and ignored by most analysts. The signals were there, but almost nobody acted on them.

In this Standard Bank Power Hour, Simon Brown unpacks what was actually visible at listing, what was luck, and what can be turned into a repeatable framework for spotting the next one.

We will work through the tests that separate a genuine compounder from a story stock: the market opportunity, the business model, the management team, the capital structure, and the things that kill these stories before they get going.

Then we will apply the framework live to current local and offshore small and mid caps to see which ones stand up to scrutiny and which do not.

You will not leave with a hot tip. You will leave with a repeatable process that you’ll be able to use again and again in your investing journey.

• Register for the webcast here.
• If you want to attend in person at Standard Bank 30 Baker street, Rosebank  please email macdonald@justonelap.com with name, number attending and car reg for secure parking access.