TMT still sitting under book value which is odd given the rand weakness and how much harder it is to build…by @jse_tttrading on $TMT

TMT still sitting under book value which is odd given the rand weakness and how much harder it is to build a diversified fintech portfolio now. Rate cycle probably peaked but inflation staying stubborn means earnings multiples stay compressed. Long-term view hasn't changed, these holding companies always look cheap until they don't.