Bamburi is a bargain to me at current price. So is KK and TPS serena.
Serena has some serious headwinds, but let me ask in the next 5-10 years will Serena still exist as a profitable company? will the war with the terrorists still be there? Will the tourism sector still be on its knees? But im leveraging these risks with investments that wont be so affected by tourism like KK, BAMBURI and financials.
The investor's chief problem - and even his worst enemy - is likely to be himself