I need to flag that DSY's embedded value growth has stalled quite noticeably against peers like Sanlam. The…by @pedant_pete on $DSY

I need to flag that DSY's embedded value growth has stalled quite noticeably against peers like Sanlam. The dividend yield at current levels doesn't compensate for that drag, and load-shedding's hitting claims management costs harder than the market seems to price in. Unless they show material progress on the digital side next results, the 250 level could prove less sticky than bulls reckon.