Separating value from value traps
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Rory Kutisker-Jacobson – Portfolio manager, Allan Gray
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This evening, we wrap up the day’s market movements with Sanlam Investment Multi-Manager, unpack how Africa can take ownership of the critical minerals rush with Trade Collective, examine the latest municipal electricity tariff increases with Looksee, explore the acquisition of mining entities with Differential Capital, discuss how to identify value…
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