REM up 1% today but the portfolio's stuck in old economy plays while peers are pivoting harder to growth as…by @nico_the_analyst on $REM

REM up 1% today but the portfolio's stuck in old economy plays while peers are pivoting harder to growth assets. At 193.64 the valuation doesn't compensate you for the drag from underperforming holdings like Mediclinic and VodacomTanzania.