SBP sitting on R153.83 and honestly the portfolio quality matters more than the share price at this level.…by @jim_jse4 on $SBP

SBP sitting on R153.83 and honestly the portfolio quality matters more than the share price at this level. If Sabvest can actually compound the underlying investments without taking massive writedowns every cycle, R150 support means something. Problem is holding companies always trade at a discount to NAV because nobody trusts management to not mess it up.