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Piet Viljoen: Patience, scepticism and resilience key to investing in SA - BNIC#2 Q&A

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Manage episode 508529186 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
At BNIC#2 in Hermanus, RECM founder Piet Viljoen delivered a candid Q&A covering everything from South Africa’s political risks to global investing lessons. While acknowledging the country’s troubling politics, he insisted South Africa is not Zimbabwe, citing strong civil society as a protective force. Viljoen warned against local companies’ “stupid” offshore acquisitions, praised entrepreneurs like Jannie Mouton, and argued energy is the best way to play the AI boom. A long-term Bitcoin accumulator, he stressed the need for patience, scepticism, and resilience in investing — principles he drew from Warren Buffett and Charlie Munger.
This BizNews production is brought to you by Brenthurst Wealth. Building wealth and protecting legacies since 2004. Invest Better with Brenthurst: https://www.bwm.co.za/.
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1948 episodes

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iconShare
 
Manage episode 508529186 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
At BNIC#2 in Hermanus, RECM founder Piet Viljoen delivered a candid Q&A covering everything from South Africa’s political risks to global investing lessons. While acknowledging the country’s troubling politics, he insisted South Africa is not Zimbabwe, citing strong civil society as a protective force. Viljoen warned against local companies’ “stupid” offshore acquisitions, praised entrepreneurs like Jannie Mouton, and argued energy is the best way to play the AI boom. A long-term Bitcoin accumulator, he stressed the need for patience, scepticism, and resilience in investing — principles he drew from Warren Buffett and Charlie Munger.
This BizNews production is brought to you by Brenthurst Wealth. Building wealth and protecting legacies since 2004. Invest Better with Brenthurst: https://www.bwm.co.za/.
  continue reading

1948 episodes

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