To Investors
Borrowing a page from one of my favorite investors (won’t mention his name yet), I found myself wanting to understand more about my home country, and the business landscape, zooming out, to eventually zoom in to the specific areas I want to focus on.
Today’s letter is the zoom out part, and includes a document of slides I prepared to help me learn about the South African economy (political noise aside for now).
This is the first such post, if it helps me engage more with industry participants, I might do more of these… actually I’ll do more of them anyway in the future because I learned a lot that proved my initial thoughts, and other things that disproved other thoughts.
This document is An Overview of the South African Economy, contents page below.
Let me know what you think in the comments. Like share, contact me if you have any other thoughts!