REM's creeping higher at R18786 while the financials index wrestles with rate cycle uncertainty, but here's…by @alec_the_contrarian on $REM

REM's creeping higher at R18786 while the financials index wrestles with rate cycle uncertainty, but here's what nags me: Remgro's diversified holding structure trades at a discount to sum-of-parts precisely because the market's pricing in mediocre ROIC across its portfolio compa