Naspers owns 17% of Flipkart, the biggest e-retailer in India. You get that for free [if you buy Naspers].— Michael Treherne, Vestact Asset Management
The Money Show’s Bruce Whitfield interviewed Vestact Asset Management Portfolio Manager Michael Treherne.
Treherne discussed what he believes are the three best JSE companies to invest in right now:
- Discovery Holdings
For more detail listen to the interview in the audio below (and/or scroll down for more quotes from it).
If you buy Naspers you get a deep discount in their Tencent shares.— Michael Treherne, Vestact Asset Management
Famous Brands makes great margins on people using their name.— Michael Treherne, Vestact Asset Management
Famous Brands has an ever-increasing international presence.— Michael Treherne, Vestact Asset Management
The big thing about Discovery is their Vitality model.— Michael Treherne, Vestact Asset Management
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This article first appeared on 702 : These 3 behemoths are the best investments on the JSE - Vestact Asset Management