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Tag: offshore

Sprouts Farmers Market Inc

Posted on 09/11/2021 by Keith McLachlan

The ability to economically source, transport and sell fresh (i.e. time-sensitive & easily spoilable) produce at scale is a deeply geographical competitive advantage involving a surprising amount of complexity. Shoprite (SHP) only managed this in Africa by actively building up local supply chains in each of its countries to support its own retail footprint. Likewise,…

Is Levi Strauss the next Nike?

Posted on 04/08/2021 by Keith McLachlan

The pandemic has accelerated the casualisation of the workplace, since all one has to do is look smart from the waist up in a Zoom meeting: Keith McLachlan from Integral Asset Management. Hear the interview here: LINK

Master Drilling: Illustrating Value

Posted on 27/08/202027/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on March 22, 2018 I have written about Master Drilling (MDI) previously and I refer you back to these articles for some of the narrative: Master Drilling: Hidden Gem Master Drilling: The Big Mistake You will notice a consistent theme: I like them. The Group recently put out some soft…

Master Drilling: Hidden Gem

Posted on 27/08/202027/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on March 29, 2016 When I first encountered Master Drilling (MDI), I was mildly impressed and put them on the radar to follow closer. Over the subsequent three years, I began to become quite impressed with the business and its operations. Did you know that Master Drilling (run out South…

What Astoria’s Discount Should Be

Posted on 26/08/202026/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on April 5, 2016 Investment holding (IH) companies insert an extra layer of cost between the underlying assets and the ultimate investor. In theory, this layer of cost includes management which allocate capital like a fund manager, thus generating alpha with the IH company’s capital. The reality, though, is neither the structure…

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