Holding company discount is brutal but that's where the money is made. Financials getting crushed means ass…by @bayman_jse on $TMT

Holding company discount is brutal but that's where the money is made. Financials getting crushed means asset prices are cheap for TMT to pick up, and with rand this weak the foreign stuff becomes a hedge. If management actually deploys properly through this cycle instead of sitting on cash, we'll laugh at R1.20 in a few years.