obiero wrote:the deal wrote:Interesting a few years ago First Rand was interested... Now this... More of a survival deal. You are stupid to buy at 30...
Very stupid
The comment (aka Kelele Ya Chura) by @Obiero was posted on 7th Dec 2018.
3 months later NIC is trading at 37.
cc @Sparkly
Wacha folks start crying "cartel aka sour grapes" when Centum (to replace KK) comes through for me.
I also have I&M, Unga (Seaboard needs to try again at a higher/fair price), KenRe [my only GoK holding].
Other smaller stakes include C&G, TPSEA, Equity, etc. [Keep it tight. Not too many so I can spend time researching the few I have]
I even have FTGH. Yes, supporting the local manufacturer!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett