$NBIS- Update On Subsidiaries/Equity Holdings

Alright, quick update on $NBIS.

Since my last post, the stock’s moved around a bit, tried to breakout above the $50 level and hold but couldn’t. It’s now consolidating around the $47 level, and to me, it’s still one of the most misunderstood names in the market. Strong leadership, a unique structure, and real assets that aren’t getting the attention they deserve.

This is exactly the kind of company I like: under-covered, under-owned, and structurally mispriced.

You won’t hear much about it from the usual channels (CNBC, Bloomberg etc.) and that’s what makes it interesting.

In this post, I go deeper into what’s actually inside $NBIS: the subsidiaries no one really knows about in depth, and the 28% stake in ClickHouse that could quietly turn into one of its most valuable assets.

So without further ado let’s get into it.