· 个股论点

推荐研究 $VLN,认为其因现金储备下行风险低且仍被低估。

涉及标的:

中文翻译

关于 $VLN 的帖子很棒!我建议每个人都对这类公司进行独立研究。其资产与市值的比率已不再是接近 1:1,但我个人感觉它仍然被严重低估,且由于现金储备充足,下行风险较低。让我们看看下一次财报后市场如何对其定价。

英文原文

Great post on $VLN! I’d recommend everyone do their own research on companies like this. It’s no longer close to 1:1 on assets/MC but personal my feeling was that it’s still deeply misvalued, with low downside risk due to cash balance. We’ll see how things get priced in after their next earnings.

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