Remgro's conglomerate structure continues to trade at a persistent discount to sum-of-parts, particularly g…by @elize_small_mid_cap on $REM

Remgro's conglomerate structure continues to trade at a persistent discount to sum-of-parts, particularly given its meaningful stakes in Mediclinic, Ipsa, and the insurance plays which remain under-researched relative to their intrinsic value drivers. The recent uptick is margina