Do discounted holding companies offer value?
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Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike.
Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his company's strong Q1 results.
Bianca Botes from Citadel Global analyses the long-term trends for the US dollar if Trump wins the election.
Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his company's strong Q1 results.
Bianca Botes from Citadel Global analyses the long-term trends for the US dollar if Trump wins the election.
