Stadio (JSE:SDO) in Desert Lion 2024 Q2

Expanding Access to Higher Education in South Africa

Apr 15, 2025

Summary

Investment rationale: Focus on expanding access to affordable higher education.
Market positioning: Leading provider of private higher education in South Africa.
Risks and challenges: Regulatory changes and competitive pressures.
Recent performance: Positive growth amid political and economic shifts.
Future outlook: Strong growth potential with supportive government policies.

Stadio (JSE:SDO, Financial) was featured in Desert Lion’s 2024 Q2 commentary as a key player in the South African education sector. The company’s commitment to expanding access to higher education aligns with government priorities, offering significant growth potential as political and economic conditions improve.

"We believe we will start seeing some positive results and datapoints sometime over the next 12 months. Markets are still avoiding SA and discounting according to failed state scenarios." — Rudi van Niekerk, Desert Lion Capital, Q2 2024 Fund Letter

Read full letter at gurufocus Desert Lion 2024 Q2 page.

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