“Never mind the NAV!” cried slightly exasperated PSG founder Jannie Mouton during the fight for the soul of unlisted liquor group KWV about a dozen years ago. This might have been the only time I ever saw the investment legend a tad flustered.

But pesky minority shareholders at KWV were vehemently opposed to a plan — that was not entirely without merit — to merge KWV into Pioneer Foods’s Ceres Beverages division at an effective price well below the stated NAV. ..

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