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REM at R193 is trading at reasonable value given its diversified portfolio across financial services, but t…by @cape_steel on $REM

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Steel@cape_steel·Neutral

REM at R193 is trading at reasonable value given its diversified portfolio across financial services, but the real driver here is whether management can unlock value from its offshore stakes and reduce the discount to NAV that's been a persistent drag. The dividend yield sits dec

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