Dejavoo,
Holding AMA and LGD are good investment no deoubt what so ever. Challenge with those businesses is scale and the size of holdings that the major players have in the business.
Also, need to keep an eye on the valuation they are both good businesses but my belief they havent got much share price growth unless they have uptips in returns. (Delivering on the promise!)
Both businesses want to grow and TOP and TIGA can provide them with the deal flow/steroids to do just that.
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