LMB
LMB
position
long
Rudi van Niekerk, Desert Lion Capital
Thesis
Rudi van Niekerk mentioned increasing exposure to LMB as part of a strategy to allocate capital to companies with strong value drivers, indicating confidence in its performance relative to other investments.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame for the thesis, it's unclear whether the investment in LMB has yielded positive results. The mention of increasing exposure suggests a positive outlook, but without concrete evidence of performance or time elapsed, the outcome remains uncertain.
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