The Blog

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed $NPSNY, $TCEHY & Holdcos. Here’s an excerpt from the interview: Tobias: One of the unusual features of the South African market is that it is largely resource-based market. I’m familiar with markets like that, because I … Read More

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed Neutralizing Macro Risks. Here’s an excerpt from the interview: Adrian: Globally, when we’re building our global portfolio, what we try and remove, and this is very, very deliberate, is we try and remove macro risk. That … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TYL vs $DJCO. Here’s an excerpt from the podcast: Bill: No, it’s Tyler. They do a lot of the payment stuff for governments. I was reading Morningstar writing about them. I haven’t done deep work, … Read More

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed The African Century. Here’s an excerpt from the interview: Tobias: It’s long been said that there’s an African century coming. Do you feel that it is in fact here? I don’t know what has changed, but … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Small, Cheap, Junk Rally. Here’s an excerpt from the podcast: Tobias: There are big moves going on under the surface of the market, the market at the moment is basically at all-time highs. It fell … Read More

In this episode of The Acquirers Podcast Tobias chats with Adrian Saville, Chief Executive at Cannon Asset Management. During the interview Adrian provided some great insights into: Deep Value + Quality Sticking With Your Process The African Century Neutralizing Big Macro Risks $NPSNY, $TCEHY & Holdcos Dealing With Accounting & … Read More