Apr. 28 at 4:11 PM
$BST $BTX $NASA got some space x, anthropic, open AI, Anduril exposure now, among others. At significant NAV discount no less for first two
I expect these to really be hit at some point between now and IPO time (maybe starting with today's decline lol) but they should be worthwhile long term
Hedging with boring
$BOE $BMEZ
Cefconnect.com shows great discount to NAV for those as well