· 个股论点

SIVE运营佳但CFO沟通差,估值低或被MRVL收购以整合Celestial。

涉及标的:

中文翻译

@NieMehrKrieg 运营层面,Sivers 表现极佳。但在沟通方面,首席财务官(CFO) 的表现糟糕透顶,甚至可以说是惨不忍睹。 为了让大家对估值有个概念: $SIVE 现在的价格足够便宜,以至于 $MRVL 只需花点零钱就能将其收购,从而实现对其 Celestial 收购案的垂直整合。

英文原文

@NieMehrKrieg Operationally, Sivers has been doing amazing. Communication wise, it's been subpar and atrocious from the CFO. Just to give you a sense of valuations: $SIVE is cheap enough now that $MRVL could just blow spare change to buy it and vertically integrate their Celestial acquisition.

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