Dec. 26 at 1:31 PM
$NXDT Deep Value Report — NXDT is the kind of mispriced structure the market hates until it suddenly doesn’t.
Company says NAV =
$12.17/sh. Market says: “prove it.”
So we priced every bucket, applied explicit haircuts, and built Bear/Base/Bull SOTP.
Cundill-style: price the assets, haircut the excuses. Bill Miller-style: own the optionality when fear is structural. 🧠📉➡️📈
HERE:https://cundilldeepvalue.substack.com/p/deep-value-report-nxdt-nexpoint-diversified
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