Yet Another Value Blog

Yet Another Value Blog

Yet another^2 for the (premium) busted net cash basket

May 19, 2025
∙ Paid

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

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