yeah, as highlighted here, I've owned a few SOTP cases over the years, and still own one now.
I agree - the math makes it easy to see value, and I think particularly to see a *floor* to value. You think, "this is a 30% discount to the SOTP, there's NO WAY that discount gets to 50%!" Well, sometimes it does.
yeah, as highlighted here, I've owned a few SOTP cases over the years, and still own one now.
I agree - the math makes it easy to see value, and I think particularly to see a *floor* to value. You think, "this is a 30% discount to the SOTP, there's NO WAY that discount gets to 50%!" Well, sometimes it does.
yeah, as highlighted here, I've owned a few SOTP cases over the years, and still own one now.
I agree - the math makes it easy to see value, and I think particularly to see a *floor* to value. You think, "this is a 30% discount to the SOTP, there's NO WAY that discount gets to 50%!" Well, sometimes it does.