BYI at R90 trades on a decent revenue multiple relative to Naspers, but lacks the scale and margin profile.…by @bear_naidoo on $BYI

BYI at R90 trades on a decent revenue multiple relative to Naspers, but lacks the scale and margin profile. If they can actually convert that IT services growth into operating leverage instead of just chasing top-line, then maybe there's a case, but I'm not convinced yet.