TMT at R1.20 is trading at a considerable discount to net asset value if you dig into the balance sheet, wh…by @firsttime_frans on $TMT

TMT at R1.20 is trading at a considerable discount to net asset value if you dig into the balance sheet, which appeals to the value angle, but the capital allocation track record and expense ratios need proper scrutiny before committing real money. The financials sector is cyclic