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BVT.JO · The Bidvest Group (JSE: BVT) 23,366.00 ZAc +346.00 (+1.50%) 2026-SEP-18 11:00 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · STK · SA1 mention
2026-AUG-20 · Rhys Summerton · BizNews Conference #9 (BNC#9), South Africa · Neutralmention · ▶ 3:45 · source page ↗24,500.00 ZAc

In short: Cited as one of South Africa's genuinely successful serial acquirers — and pointedly in the past tense: "Bidvest is a serial acquirer. Was a serial acquirer." Referenced as an example of the model, with no current view.

3:45So, what are we talking about? Serial acquirers, you know about them in South Africa. There's a couple of them that have been super successful. For example, Steinhoff was a serial acquirer. But, that's not the successful ones. Bidvest is a serial acquirer. Was a serial acquirer. Tomorrow, you'll probably hear from HCI, which is a serial acquirer.

SOD 24,500.00 ZAc

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.