中文翻译
$58.8亿（现金）+ $26.8亿（投资组合公司股权，但我认为被低估了）+ 实物资产：约$20亿 = 105.6亿。 然后你对实物资产/投资组合股权打约6折，因为公司交易价格并不真的与净资产值(NAV) 1:1挂钩 = 持仓价值28.08亿 然后对现金打一些折扣，但幅度小得多，因为现金就是现金 = $58.8亿中的约43亿 28 + 43 = ~71（在极度保守的一端）
· 方法论
演示极度保守的估值方法，通过大幅折价计算持仓净值。
英文原文
$5.88B (cash) + $2.68B (equity in portfolio companies, but undervalued it) + Physical Assets: ~$2B = 10.56B. Then you slash ~40% off physical assets/portfolio equity because companies don't really trade 1:1 with NAV = 2.808B in holdings Then discount some cash but a lot less since cash is just cash = 4.3b-ish of $5.88B 2.8 + 4.3 = ~7.1 (on the hyper conservative end)