Aug. 8 at 9:07 PM
$PSUS is trading at a massive 20%+ discount to its Net Asset Value, presenting a rare valuation gap:
NAV:
$48.26 per share vs Stock Price:
$38.53. You are effectively getting a concentrated portfolio of mega-cap compounders like
$MSFT,
$AMZN, and
$UBER at a deep margin of safety, managed by Bill Ackman.
Buying top-tier assets at a steep NAV discount gives long-term capital a powerful double tailwind.
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