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12. Lessons from the winners and losers of the last five years

The Allan Gray Podcast

CHAPTER

Analyzing Big Corporate Failures: The Steinhoff Case

In this chapter, they discuss the topic of big corporate failures and specifically focus on the case of Steinhoff. They talk about their skepticism towards Steinhoff and how they looked for certain signs to make the decision not to buy the stock. They also mention the joy of having a small position in the stock tempered by the fact that they had been buying more before everything went wrong for the company. They highlight the importance of assessing the intrinsic value and the store rating of a stock when making investment decisions.

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