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TMT sitting at R1.20 is pretty reasonable for a holding company honestly. You're basically getting a bag of…by @easystreet_jse on $TMT

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EasyStreet@easystreet_jse·Bullish

TMT sitting at R1.20 is pretty reasonable for a holding company honestly. You're basically getting a bag of financial assets at a discount to what they're actually worth if you dig into the underlying stakes. The issue is just that holding companies trade at that tax on liquidity and investor attention, but long as they keep acquiring decent businesses and not burning cash it should compound over time. Beats parking money in a savings account.

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