seekingalpha.com
Investor AB: Better NAV Discounts Are Out There
Investor AB continues to trade at a premium despite generous private asset valuations and a challenging environment for PE dealmaking and exits. The performance of Patricia investments operationally are of modest organic growth and even EBITDA pressures in some parts. Public holdings are performing well, but with the lack of the usual HoldCo NAV discount, even at a premium in our calculations, we'd rather pick and choose from the IVSXF portfolio.
