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.
Back to $TMT
@k_maphosa which holdings are you actually counting on, or is it all just dead money sitting thereby @swordfish_sa on $TMT
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SW
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…”
swordfish@swordfish_sa·Neutral
@k_maphosa which holdings are you actually counting on, or is it all just dead money sitting there