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REM's been grinding higher and the diversified holding structure offers some ballast through the cycle, tho…by @nico_the_analyst on $REM

NI
Nico van D.@nico_the_analyst·Neutral

REM's been grinding higher and the diversified holding structure offers some ballast through the cycle, though you're really paying for exposure to Richemont and Mediclinic which carry their own headwinds. At current levels the dividend yield isn't screaming value, so the long-te

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