Albrecht Gantz

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Albrecht Gantz

Albrecht Gantz

@albrechtgantz

Investment type by day. Wine/foodie/sport/gadget enthusiast.. Views (incl my taste in wine) my own... mostly wine on IG: albrechtgantz

Stellenbosch, South Africa Katılım Ağustos 2011
852 Takip Edilen501 Takipçiler
bigbigjoe
bigbigjoe@bigbigjoe1·
@stellenmac @Lindidbeer … and we know some Stellenbosch students will come down there on an inflated tractor tube shortly 🤦🏻‍♂️
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Albrecht Gantz
Albrecht Gantz@albrechtgantz·
@madaboutmarkets Quite revealing actually. Difficult to explain when markets change again. Investors should not accept style drift.
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Joanne Baynham CA (SA), CFA ®
Joanne Baynham CA (SA), CFA ®@madaboutmarkets·
A " value" manager saying their top holdings are Alphabet, Meta , Samsung. Shows these style terms are often a waste of time when analyzing managers
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Albrecht Gantz
Albrecht Gantz@albrechtgantz·
@emilejoubert Wine list to match! 2015 Salon Brut champagne; 2022 Domaine Leflaive Batard Montrachet; 1990 Chateau Lafite Rothschild from Pauillac in Bordeaux, and 1989 Chateau D'Yquem
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Albrecht Gantz
Albrecht Gantz@albrechtgantz·
@adrian_slabbert Would like to know the 0/14 scores. Strong Gene Louw feeding into Stellenberg. Going to be a great schools rugby season.
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Adrian Slabbert
Adrian Slabbert@adrian_slabbert·
Yes Stellenberg. Brilliant result. They beat Paarl Gim 20 - 19
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Albrecht Gantz
Albrecht Gantz@albrechtgantz·
@LeylaKuni Would love to know the valuations done at each level.. can imagine at some point one of the original LPs will add more exposure too via the Tertiary Fund
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Leyla
Leyla@LeylaKuni·
I can't freaking believe it's come to this, but here's a visual representation of this ridiculous structure - bottom: actual portfolio companies, purchased by PE Funds I and II (with respective LPs) - a secondaries fund comes along, buys LP interest in Funds I and II from some LPs. This secondaries fund raises money from other LPs - but now, we have a tertiaries fund (!!) This fund will buy secondary interest in secondaries funds (by raising money from other LPs) Does anyone even remember how many layers back the actual value is created??? P.S. not to be confused with CV vehicles (although CV vehicles are a subset of a secondaries fund bucket) - stay tuned for that visual..
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Leyla@LeylaKuni

Ladies and gentlemen, May I introduce the first tertiaries vehicle — that’s when the original fund stakes get sold twice (into a secondaries vehicle first, and now a tertiary fund). Good grief

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Compound AI
Compound AI@getcompoundai·
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Albrecht Gantz
Albrecht Gantz@albrechtgantz·
@ChalynRugby Pity you guys did not pick Ruben Love for the same reason.. you know what D McKenzie can do, you’ve retained the BL.. proper test away for Ruben Love to show his ability. Build your squad.
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Chalyn.Rugby
Chalyn.Rugby@ChalynRugby·
#Opinion This Saturday will be the real test for Sacha Feinberg-Mngomezulu. If the All Blacks win in Perth, it would essentially serve as the final of the Rugby Championship, the biggest competition the Springboks play outside of a World Cup. It’s the perfect opportunity to see how Sacha rises to the occasion and handles that pressure. A lot of people are calling for Handré Pollard, but as Rassie has said, we already know what Pollard offers. This is the time to see what Sacha can truly bring. He should also start in most of the Northern Hemisphere games, especially against France and Ireland. Those are the fixtures that forge players. It’s easy to look good tearing apart defences in matches like Argentina last weekend but only a handful of players can stand out in tight, high-pressure battles like World Cup finals or games like Eden Park earlier this year. Pollard is one of those rare players. The luxury for Rassie is that Pollard’s presence gives him the freedom to hand Sacha the keys and let him grow into a top game manager. He already has the flair and natural talent that mark a potential generational No.10. Now he needs games like this to learn control, composure, and the decision-making that separates the good from the great. #Springboks #LosPumas #RSAvARG #Rugby 🇿🇦🇦🇷
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Sky Sports F1
Sky Sports F1@SkySportsF1·
Max reacts to Oscar letting Lando past after the Briton had a slow stop 🗣️
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Albrecht Gantz
Albrecht Gantz@albrechtgantz·
@GrootLem @StellMun Correct, the institutionalised culture and all involved/who knew will not be addressed in this forum.
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Hendrik Lemmer
Hendrik Lemmer@GrootLem·
@StellMun So the MM that was probably aware of this video for 2 years, will now investigate him? And who will suspend him?
Stellenbosch, South Africa 🇿🇦 English
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Albrecht Gantz
Albrecht Gantz@albrechtgantz·
@LeylaKuni Interested to know if this also applies to Uni/College towns in the US? Destination or captive ‘population’ to an extent?
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Leyla
Leyla@LeylaKuni·
Louder for those in the back: a town with population 1-200k will NOT experience sustained organic rent growth of 4%/yr over a period of 5 years. It just won’t happen.
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bigbigjoe
bigbigjoe@bigbigjoe1·
If you see Chris von Ulmenstein in the streets, just remind her.
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