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pitch
long
Rudi van Niekerk, Desert Lion Capital
Thesis
Rudi van Niekerk discusses the opportunity in South African companies trading at deep discounts compared to developed markets, suggesting a favorable environment for capital allocation and potential buybacks.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the argument for undervalued South African companies may hold merit, the lack of concrete outcomes or developments makes it impossible to determine the effectiveness of the pitch.
Raw excerpt
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