to join the discussion
DSY's 1.11% bounce today sits within its typical daily volatility range, but the real question is whether management can replicate the embedded value extraction that Sanlam (SLM) achieved through its Glacier spinoff. Discovery's health and insurance divisions operate at fundament
DSY down a bit today at R26049, eish, but still holding strong hey? Anyone else sticking with this one or jumping ship?
Discovery up 0.63% today but honestly the insurance side feels shaky with all the load shedding drama hitting claims, reckon the market is being too kind on the valuation right now.
I'm holding my DSY position through this minor pullback because the embedded value per share remains compelling relative to the current price, particularly given the momentum in their health insurance persistency metrics which should support earnings growth through the cycle.
Grabbed more DSY at 25957 on this dip, health insurance resilience through load-shedding season is underpriced here.
DSY up 2.56% to R25972 today while Sanlam's been grinding sideways. Discovery's integrated model is actually working where others are just collecting premiums.
DSY breaking through 26k at +2.63% today, finally some conviction in the financials. Insurance plays needed this.
DSY up 0.55% but that's noise when you look at the combined ratio creeping up. Insurance margins getting squeezed harder than before.
DSY dropping 1.58% today to R24949 - is this the market finally pricing in the admin costs of their Vitality model, or just noise? Their integrated health insurance play still seems undervalued compared to peers.
DSY at R25127 down 0.41% — the insurer's been grinding lower all week. Their health business metrics better show improvement or we're looking at more pressure.