5 Comments

This is just great stuff , many thanks .

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Great write up as always. Thanks for sharing your valuations! I don't remember you adding the non-current assets in your past valuations. Probably only adds a few dollars to each estimated value though.

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Thanks!

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You sharing your valuation sheets is insane! Thank you so much professor!

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Fantastic read and very useful now, almost a year later, when considering the Deepseek AI story.

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