Yet Another Value Blog

Yet Another Value Blog

Share this post

Yet Another Value Blog
Yet Another Value Blog
Yet another for the (premium) busted net cash basket
Copy link
Facebook
Email
Notes
More

Yet another for the (premium) busted net cash basket

May 15, 2025
∙ Paid
7

Share this post

Yet Another Value Blog
Yet Another Value Blog
Yet another for the (premium) busted net cash basket
Copy link
Facebook
Email
Notes
More
12
3
Share

I realize I’m a broken record1, but my favorite space right now remains biotech trading below net cash. I’ve now written up five different net cash bios with a variety of thesis (disclosure: long all …

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Andrew Walker
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More