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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 long thesis on Investor AB decisively played out: the stock returned +231.9%, rising from 125 SEK to roughly 415 SEK — far above the ~189 SEK net asset value cited at the time of the pitch. This indicates the discount-to-NAV thesis not only closed but was overwhelmed by strong underlying value creation and/or re-rating, fully validating both the discount-closure and long-term growth components of the thesis. Given the magnitude of the return in the stated direction, the verdict is clear regardless of the unknown elapsed time.