This October column, as is the market’s way, is completely different from my original idea.

I had planned to write about my top three high-conviction mid-cap stocks:  Curro Holdings, Kaap Agri and Invicta Holdings. I focused on Curro in IM in September because I saw an opportunity in the enormous liquidity event that hit the stock after PSG Group unbundled its 64% stake.  ..

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