Yet Another Value Blog

Yet Another Value Blog

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Yet Another Value Blog
Yet Another Value Blog
Yet again, yet another for the (premium) net cash basket
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Yet again, yet another for the (premium) net cash basket

Jun 05, 2025
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Yet Another Value Blog
Yet Another Value Blog
Yet again, yet another for the (premium) net cash basket
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I realize I’m a broken record1, but my favorite space right now remains biotech trading below net cash. I’ve now written up eight different net cash bios with a variety of thesis (disclosure: long all…

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