Over diversified is a killer like Buffet always says but I think in our Economy companies need it more. Think he is a very good businessman and if Afrimat is in Arc then I am hopefull. Looking forward to those stock picks.
Under positives there is no mention of their stake in Sanlam investment managers or their stake in sanlam investments after the purchase of ABSA’s asset management business + the potential upside on them holding a big chunk of the largest empowered asset manager in SA going forward….
I have a question: how do you value an investment holding company like ARC without having access to their financial statements of their unlisted companies?
I tried to get a Rain deal and without so much as notifying me, my order was cancelled after three months. In those three months, my attempts at contacting the company fell on deaf ears.
Friends, family and myself have all had a terrible experience with Rain. Poor network coverage, slow speeds & non-existent service. Staying away from this counter.
![Путин и ПЕСКОВ ждут звонка от ТРАМПА 😁 [Пародия]](http://i.ytimg.com/vi/sm8iV0SxRHk/mqdefault.jpg)
I am having rain 5g and use tyme bank and everything is good so far.
I look forward to the 2022 stock picks! Thanks Higgo
they own great companies
This is interesting
Awesome summary! Straight to the point.
Love it. ThanksS
Over diversified is a killer like Buffet always says but I think in our Economy companies need it more. Think he is a very good businessman and if Afrimat is in Arc then I am hopefull. Looking forward to those stock picks.
Rain is great
Great experience with Rain. 5G works perfectly in any conditions. Tyme bank is good but needs some time
Thanks for the feedback. Always good to hear from a customer first hand.
Have stock best so far
Thank you ARC was my first stock to buy and I am always in the green,planning to buy more for my grandchildren..
More positive than negative. You said it as i was typing. Am more bullish. Planning to open account with tyme bank soon. Great content
Thyme Bank custom. Just open jan 2022. So far so good. Just group saving account for going out once or twice year
Under positives there is no mention of their stake in Sanlam investment managers or their stake in sanlam investments after the purchase of ABSA’s asset management business + the potential upside on them holding a big chunk of the largest empowered asset manager in SA going forward….
There is a lot of moving parts.
Will add these details in the next stock pick, thank you.
I like my time bank
hi. Noticed something similar with Argent on 29 November. Will you be able to review the company when you have a moment
I have a question: how do you value an investment holding company like ARC without having access to their financial statements of their unlisted companies?
It is tricky. That is the most difficult aspect of researching ARC.
I tried to get a Rain deal and without so much as notifying me, my order was cancelled after three months. In those three months, my attempts at contacting the company fell on deaf ears.
Interesting…
Bullish on Arc🐃
Friends, family and myself have all had a terrible experience with Rain. Poor network coverage, slow speeds & non-existent service. Staying away from this counter.
Thanks for letting us know.
Discount Nav because they overvalue many of their assets.
Indeed. That is the tricky part of this business.