中文翻译
谢谢，$VLN 是我在研究机器人供应链时的一项惊人发现。我无法相信一家拥有 8000 万美元以上远期收入、且其增长的机器人业务毛利率高达 69% 的公司，其交易价格几乎与现金和库存余额 1:1 持平。即使在周五之后，$VLN 2.4 倍的 EV/Revenue（企业价值/收入）倍数看起来也完全不合理，因为相关公司的交易倍数为 14-18 倍，若有溢价甚至超过 30 倍。
· 个股论点
发现机器人供应链标的$VLN估值极低，认为其严重被低估。
涉及标的： $VLN
英文原文
Thanks, $VLN was just an incredible discovery when I was looking through robotics supply chains. I'm in disbelief that a company with $80M+ forward revenue with 69% gross margins from their growing robotics segments was trading almost 1:1 with their cash and inventory balance. Even after Friday, 2.4x EV/revenue on $VLN just looks completely off when related companies trade at 14-18 multiples, or even 30+ if there's premiums.