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RNI trading at R56349 represents a holding company discount versus its underlying portfolio of financial as…by @stefan_deep_value on $RNI

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Stefan B.@stefan_deep_value·Neutral

RNI trading at R56349 represents a holding company discount versus its underlying portfolio of financial assets, particularly when benchmarked against Remgro's more transparent NAV disclosure methodology. The structural inefficiency here mirrors what we saw in Berkshire's early y

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