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IVSBF - Investor AB: Looks Compelling Even With Patricia Industries Discount
Investors Ab Stockholm
2024-06-11 18:14:07 ET
Summary
We never take the given Patricia Industries figures, but even being extra conservative the valuation on the vehicle looks compelling.
Something between reported and adjusted makes sense for the Patricia holdings, increasing the margin of safety even if you discount the EQT VC style funds.
On a mark-to-market basis, Investor AB is looking nice, and we might be observing a nice NAV discount.