DTC been getting hammered by the rand weakness and general EM tech pullback but distribution plays like thi…by @jse_tttrading on $DTC

DTC been getting hammered by the rand weakness and general EM tech pullback but distribution plays like this actually benefit when corporates have to squeeze capex tighter. Revenue's still solid even if margins compressed. Long-term view hasn't changed, sitting on decent dividend yield at these levels while we wait for the rate cycle to turn.