In short: Appears only as the seller on the other side of his best trade: "I think we must really thank Sanlam for selling us 8%, and a few other South African institutions who completely gave up on this company." Used to illustrate institutional capitulation in small caps, not as a view on Sanlam.
14:19That's what happens. Share prices go down and so the stories multiply. But when you really looked through it, there was a lot of value there. And so what we did is we said to the CEO "Why don't you sell some of these businesses that generate no returns? And take that money and you can do two things with it. One, you can buy your shares back because you trade at half real value.
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