Investor AB
INVEB
position
long
Marty Whitman
Thesis
Investor AB trades at 125 Swedish Krona with a net asset value around 189, representing a substantial discount and favorable long-term growth prospects.
Did it work?
worked
confidence: high
The stock price has increased by 239.2%, which significantly exceeds the initial price of 125 Swedish Krona and aligns with the long thesis that highlighted a substantial discount to net asset value. This strong performance suggests that the market has recognized the value and growth prospects outlined in the pitch.
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