- Entry
- $4.77
- Final
- $4.37 -8.5%
- Target
- —
- Score
- -0.85
The market is basically pricing a $1B cash pile and two profitable businesses at $1.3B as if they are going to zero in less than a year. First off the company has $900M in net cash which is equivalent to about $3.75 in share value. They have an international business in Southeast Asia and Australia producing $65M EBITDA and growing at 35%. This is conservatively worth 10x which would be $2.65 in share value. Probably higher as they benefit from …
— ORIGINAL POST ·
FINV: Own a $400M EBITDA Business for Free
· r/stocks
· May 27, 2026