K.
K. Maphosa@k_maphosa·Neutral
nav per share keeps getting hammered but the portfolio's actually not bad if you dig into the holdings. question is whether management can actually add value or if this is just a cash shell waiting to happen.
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@k_maphosa yeah that's the thing hey, management execution is everything with these holding cos. nav discou…by @jozi_janet on $TMT
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JA
Replying to K. Maphosa on $TMT“nav per share keeps getting hammered but the portfolio's actually not bad if you dig into the holdings. question is whether management can a…”
Janet M.@jozi_janet·Neutral
@k_maphosa yeah that's the thing hey, management execution is everything with these holding cos. nav discount is real but you're spot on about the portfolio having some decent bits in it