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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is There More to Process Than Meets the Eyes?
process is trading at a heavy discount to its net asset value (NAB) and the NAB is 82 euros. Three quarters of process assets are listed assets, so it would be more expensive for you to buy this list of stocks that process own. You can more think about it as that you bought process stocks, you would in addition get private assets on top of that. The intrinsic value of the stocks you're going to hold are just a lot higher than what the market are pricing at right now. I'm still very much bullish on process but we don't have all the answers yet.
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