# Jean Pierre Verster
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Kering: Gucci Performance to Drive Turnaround at Luxury Goods Giant
Jean Pierre Verster of Protea Capital Management presented his in-depth investment thesis on Kering (France: KER) at Best Ideas 2024.
Trigano: Family-Controlled European Leader in Leisure Vehicles
Jean Pierre Verster of Protea Capital Management presented his investment thesis on Trigano (France: TRI) at Best Ideas 2023.
SoftBank: Recent Controversies Create Attractive NAV Discount
Jean Pierre Verster of Protea Capital Management presented his thesis on SoftBank Group (Japan: 9984, US: SFTBY) at Best Ideas 2022.
AutoZone: Well-Run Auto Parts Retailer With Growth Prospects
Jean Pierre Verster of Protea Capital Management presented his in-depth investment thesis on AutoZone (US: AZO) at Best Ideas 2021.
Springboks rule SA security. Plus: AI-safe jobs
In this episode, Bruce talks to Wahl Bartmann, CEO of Fidelity Services Group, South Africa’s largest private security company with 70 000 employees. Bartmann talks about why the group wants to list on the JSE next year, and the importance of the SA security sector, which has attracted a number of …
Platō Coffee’s ‘dumb’ success. Plus: Where to invest
In this episode, Bruce talks to Stephan Bredell, who started Platō Coffee with his brother Petrus in 2019. Bredell explains how being “just dumb enough” – and understanding the next-generation coffee market – has been key to Platō‘s success. Also on the show, Jean Pierre Verster, founder and CEO of…
Rainbow climbs pecking order. Plus: Made in RSA goes global
In this episode, Bruce speaks to Marthinus Stander, CEO of Rainbow Chicken, about the company’s strong performance since being unbundled from RCL Foods and listed as a standalone business in 2024. Bruce also chats to Nick Dreyer, CEO of Made in RSA, about his new platform aimed at helping South Afr…
Nuts! A new pistachio powerhouse in the Karoo
In this episode, Bruce speaks to Jackie van Niekerk, CEO of Attacq, about a R750 million investment into Waterfall City – what it signals about confidence in South Africa's commercial property sector and the future of mixed-use urban development. Bruce also chats to David Muller, CEO of Karoo Pista…
The AI hospital is here. Plus: SA’s pothole crisis meets its match
In this episode, Bruce chats with Netcare CEO Richard Friedland about how AI and digitisation are transforming healthcare. With savings now exceeding implementation costs, smartwatches are monitoring patients in real time, and algorithms detect sepsis long before symptoms appear. As Friedland puts …
The SA EdTech that beat Silicon Valley. Plus: Nedbank’s quiet comeback
In this episode, Nedbank CEO Jason Quinn unpacks flat headline earnings that hide 12% underlying growth, explains the NCBA acquisition in Kenya and what it means for Nedbank’s African ambitions, and reads a South African banking landscape as being disrupted from every direction. Nick Miller of Teac…
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