Yet Another Value Blog

Yet Another Value Blog

One more for the (premium) net cash basket

Mar 06, 2025
∙ Paid

I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve written up three different ones: SAGE (which I did a premium write up and podcast on recent…

Keep reading with a 7-day free trial

Subscribe to Yet Another Value Blog to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 Andrew Walker · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture