TFG's retail footprint across Foschini, Sportscene and the rest is genuinely hard to replicate, and the bal…by @replicant_2209 on $TFG

TFG's retail footprint across Foschini, Sportscene and the rest is genuinely hard to replicate, and the balance sheet is a lot cleaner than people think given the load-shedding headwinds. At R55.95 the market is still pricing in way too much doom, you're getting a company with actual cash generation sitting on real estate value that's not even on the table yet. Best entry we've had in months if you can stomach the near term noise.