Phaetrix (@phaetrix): "The hidden-asset angle is the real draw here. Markets usually don’t give full credit to minority stakes or subsidiaries until there’s a clear unlock event. That’s the catch though: paper value and realized value are not the same thing. I’ve seen plenty of sum-of-the-parts stori…"

The app for independent voices

The hidden-asset angle is the real draw here. Markets usually don’t give full credit to minority stakes or subsidiaries until there’s a clear unlock event.

That’s the catch though: paper value and realized value are not the same thing. I’ve seen plenty of sum-of-the-parts stories where the side assets looked great, but the market kept valuing the core and ignored the rest.

What do you see as the actual unlock here: spin-off, sale, or just patience?

Misunderstood Multibaggers

Mar 2

One major advantage of $NBIS compared to its peers is its portfolio of subsidiaries and strategic stakes.

Currently, there are only two autonomous vehicle partners on the Uber platform; one of them is Avride, a subsidiary of $NBIS.

Given its positioning and the long-term potential of autonomous mobility, I wouldn’t be surprised if Avride …

Mar 6

12:38 PM

The app for independent voices

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