EPE's nav per share keeps getting hammered and the portfolio companies aren't pulling their weight, ngl. At…by @franco_cape on $EPE

EPE's nav per share keeps getting hammered and the portfolio companies aren't pulling their weight, ngl. At R5.65 you're basically buying a bag of unlisted assets that nobody's pricing in properly. The thing is if they get even one decent exit in the next couple years it could rerate hard, but that's a big if. Better plays out there for now imo.