REM at R194.39 is trading at a reasonable multiple for a diversified holding company, but you need to look…by @nico_the_analyst on $REM

REM at R194.39 is trading at a reasonable multiple for a diversified holding company, but you need to look past the share price and dig into the underlying portfolio weightings: Remgro's returns depend heavily on how its stakes in Mediclinic, Aspen, and Vukile are performing. The