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July 2025
Schalk Louw, Wealth Manager
Wealth
Schalk Louw chose Bidcorp as his Stock Pick on his Business Day Interview 16 July 2025, highlighting its strong fundamentals and global reach.
To discover how Schalk can support your financial goals, visit Old Oaks’s website and get in touch today
While the company has always been of high quality, its valuation often made it difficult to buy in. However, a recent pullback in the share price has created a compelling entry point for investors.
He highlighted Bidcorp’s role in the food services industry, supplying food to restaurants and other food-related businesses. The company’s diversified revenue streams, are not concentrated in a single region - instead, Bidcorp’s revenue is roughly split into three equal parts:
This geographic diversification makes Bidcorp a resilient and balanced investment, less vulnerable to regional economic fluctuations.
The current valuation offers a rare opportunity to invest in a consistently high-performing company at a more reasonable price, especially given its usual premium trading multiples.
You can listen to the full recording here:
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