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.
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Investor AB: Looks Compelling Even With Patricia Industries Discount