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BRN's been a dog for years ngl but the portfolio mix is finally looking interesting. Holdings in fintech an…by @easystreet_jse on $BRN

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EasyStreet@easystreet_jse·Bearish

BRN's been a dog for years ngl but the portfolio mix is finally looking interesting. Holdings in fintech and insurance are actually worth something if management can stop sitting on their hands. R5.71 is still cheap if they sort out the capital allocation, otherwise just another holding company taking a cut for doing nothing.

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