Back to $SRI

SRI's 1.58% pullback today looks like noise given the structural headwinds facing discretionary retail expo…by @gert_value_trap_avoid on $SRI

GE
Gert V.@gert_value_trap_avoid·Bearish

SRI's 1.58% pullback today looks like noise given the structural headwinds facing discretionary retail exposure in South Africa. The REIT's valuation might appear attractive on yield, but I'd want to scrutinize tenant quality, lease renewal rates, and whether management's capital

View