K.
K. Maphosa@k_maphosa·Neutral
nav per share keeps getting hammered but the portfolio's actually not bad if you dig into the holdings. question is whether management can actually add value or if this is just a cash shell waiting to happen.
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@k_maphosa exactly, nav discount is brutal but the assets are there. management's got to prove they can act…by @replicant_2209 on $TMT
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Replying to K. Maphosa on $TMT“nav per share keeps getting hammered but the portfolio's actually not bad if you dig into the holdings. question is whether management can a…”
replicant2209@replicant_2209·Neutral
@k_maphosa exactly, nav discount is brutal but the assets are there. management's got to prove they can actually do deals and not just sit on cash