Listen, ISA at R2.05 is essentially venture capital pricing for a tech play in SA. Yeah we're pre-revenue b…by @replicant_2209 on $ISA

Listen, ISA at R2.05 is essentially venture capital pricing for a tech play in SA. Yeah we're pre-revenue but look at what happened to the Naspers ecosystem plays once they matured, can't fix stupid if you're selling now. The bet here is whether management can execute on whatever they're building, and that's why you don't go all in but you don't laugh at the entry either.