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This episode covers:
- CA Sales Holdings has a great business model that is still working beautifully.
- RCL Foods and Rainbow Chicken have reported numbers together for the last time, which gives us an opportunity to reflect on exactly why the unbundling made sense.
- Motus is struggling at the moment and the market doesn’t seem to be punishing the share price, presumably because of the expectation of interest rate cuts.
- Bidvest reminds us of the value of diversification, with five out of seven divisions in the green and a reasonable overall result at group level.