u/EnvironmentalCable

Hi Guys,

I've just finished a write up for my hobby investing blog on Soul Patts which I've been following closely for nearly 10 years as a long term holder.

It's at a very interesting point in its history and by my calculations is holding around a billion in cash post the big TPG sell down.

I would be interested to hear what some other long term/value oriented investors think!

https://open.substack.com/pub/thesnowballinvestor/p/soul-patts-thoughts-on-the-h1-results?r=16o3tx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true