Investor AB: No NAV Angle Even When Ignoring State Of Private Markets
Source: SeekingAlpha
2025-02-02 22:22:10 ET
Summary
- Investor AB is a holding company in Sweden that trades close to NAV when using reported figures for their private assets.
- We are skeptical about some of the assumptions due to the incremental worsening of conditions from 2021 not being met with significant discounts in private company multiples in the NAV.
- Even when using management figures, there is no NAV discount, while there are several deep NAV-discount plays in solid industries and developed markets.
- We don't see why anyone would opt for Investor AB over other NAV-discount holding companies also stewarded by wealthy families.
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Investor AB: No NAV Angle Even When Ignoring State Of Private Markets
Investors Ab Stockholm
NASDAQ: IVSBF
IVSBF Trading
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